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

JM Midcap IDCW Reinvest Direct Plan

NAV
₹18.6016
+2.72%
(25 Mar)
AUM
1,134 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+6.7%
+6.7%
+5.8%
+5.8%
+5.3%
+3.3%
3Y
+26.2%
+26.2%
+25.6%
+25.6%
+21.5%
+24.2%
5Y
NA
NA
+20.2%
+20.2%
+17.7%
NA
ALL
+19.9%
+19.7%
+19.2%
+19.2%
+14.9%
+20.4%
VOL
14.8%
14.8%
17.6%
17.6%
-
16.7%
TER
0.6%
0.6%
0.5%
0.5%
-
0.7%
AUM
₹4,695 Cr
₹4,695 Cr
₹10,772 Cr
₹10,772 Cr
-
₹1,134 Cr
INFO
1.34
1.33
1.09
1.09
-
1.22
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 28th Feb
Top holdings
JK Cement Ltd
3.7%
Godfrey Phillips India Ltd
3.7%
Hero MotoCorp Ltd
3.5%
Mahindra & Mahindra Financial Services Ltd
3.4%
Glenmark Pharmaceuticals Ltd
3.4%
Bharat Forge Ltd
3.4%
Tube Investments of India Ltd Ordinary Shares
3.3%
Indian Bank
3.2%
Marico Ltd
3.0%
Bank of Maharashtra
2.7%
Top industry exposure
Financial Services
21.5%
Basic Materials
14.9%
Industrials
14.5%
Consumer Cyclical
13.6%
Healthcare
11.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
117%
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