JM Midcap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

JM Midcap IDCW Reinvest Direct Plan

NAV
₹20.6394
-0.25%
(24 Oct)
AUM
1,426 Cr
TER
0.52%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.9%
+14.9%
+8.1%
+8.1%
+4.0%
+3.0%
3Y
+29.8%
+29.8%
+27.4%
+27.4%
+22.5%
NA
5Y
+29.5%
+29.5%
+30.3%
+30.3%
+25.9%
NA
ALL
+21.2%
+21.2%
+21.0%
+21.0%
+17.1%
+28.1%
VOL
17.6%
17.6%
17.2%
17.2%
-
16.3%
TER
0.5%
0.5%
0.7%
0.7%
-
0.5%
AUM
₹8,518 Cr
₹8,518 Cr
₹84,855 Cr
₹84,855 Cr
-
₹1,426 Cr
INFO
1.20
1.20
1.22
1.22
-
1.73
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM Midcap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Godfrey Phillips India Ltd
4.6%
Motilal Oswal Financial Services Ltd
3.2%
JK Cement Ltd
3.1%
Cummins India Ltd
2.6%
Coforge Ltd
2.6%
Avalon Technologies Ltd
2.5%
Jubilant Foodworks Ltd
2.5%
Waaree Energies Ltd
2.5%
Marico Ltd
2.4%
Tube Investments of India Ltd Ordinary Shares
2.4%
Top industry exposure
Financial Services
22.8%
Technology
18.4%
Healthcare
13.8%
Industrials
13.0%
Consumer Cyclical
11.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
170%
Lock-in period
-
Exit load
• 1% for redemption within 180 days
Fund objective
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Fund manager(s)
Satish Ramanathan
Asit Bhandarkar
Ruchi Fozdar
Deepak Gupta

FAQs