JM Midcap Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
All
NAV: 28 Mar 2023₹9.66
Min. SIP amount₹500
RatingNA
Fund size₹112.00Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M3M6MAll
Fund returnsNANANA-0.5%
Category averageNANANANA
Rank with in category11NANA
Understand terms

Holdings (40)

NameSectorInstrumentAssets
Equitas Small Finance Bank Ltd.FinancialEquity4.1%
Schaeffler India Ltd.Capital GoodsEquity3.9%
Blue Star Ltd.Consumer DiscretionaryEquity3.4%
KEC International Ltd.Capital GoodsEquity3.1%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity3.1%
Narayana Hrudayalaya Ltd.HealthcareEquity3.1%
Canara BankFinancialEquity3.0%
Jubilant FoodWorks Ltd.ServicesEquity2.9%
Cummins India Ltd.Capital GoodsEquity2.9%
JK Cement Ltd.ConstructionEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.40%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 180 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Satish Ramanathan
Oct 2022 - Present
View details

Chaitanya Choksi
Oct 2022 - Present
View details

Education
Mr. Choksi is a MMS (Finance) and CFA.
Experience
Prior to joining JM Financials he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
Website
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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