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

JM Midcap IDCW Reinvest Direct Plan

NAV
₹16.6241
-0.22%
(19 Apr)
AUM
825 Cr
TER
0.32%
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
+68.9%
+68.9%
+64.2%
+60.7%
+60.7%
+49.6%
3Y
+37.4%
+37.4%
NA
+37.0%
+37.0%
+24.5%
5Y
+32.4%
+32.4%
NA
+26.0%
+26.0%
+21.6%
ALL
+20.0%
+20.0%
+43.7%
+23.4%
+23.4%
+17.8%
VOL
15.0%
15.0%
13.6%
19.5%
19.5%
-
TER
0.7%
0.7%
0.3%
0.6%
0.6%
-
AUM
₹5,873 Cr
₹5,873 Cr
₹825 Cr
₹8,987 Cr
₹8,987 Cr
-
INFO
1.34
1.34
3.21
1.20
1.20
-
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 31st Mar
Top holdings
Cummins India Ltd
3.6%
Bank of Maharashtra
3.2%
Bharat Forge Ltd
3.2%
Bharat Heavy Electricals Ltd
3.1%
Schaeffler India Ltd
2.7%
REC Ltd
2.7%
Glenmark Pharmaceuticals Ltd
2.7%
Voltas Ltd
2.7%
Hitachi Energy India Ltd Ordinary Shares
2.6%
Ipca Laboratories Ltd
2.6%
Top industry exposure
Industrials
26.3%
Consumer Cyclical
19.7%
Healthcare
14.5%
Financial Services
13.9%
Technology
9.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
138%
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
Gurvinder Wasan
Chaitanya Choksi

FAQs