JM Midcap Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 12 Dec 2024₹20.46
Min. SIP amount₹100
RatingNA
Fund size₹1,747.31Cr

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
3M6M1YAll
Fund returns-1.2%11.1%41.5%105.3%
Category averageNANA35.0%NA
Rank with in category38336NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
64.9%37.1%18,604.02
4
35.3%28.8%77,682.90
4
37.0%27.5%35,208.97
5
27.8%24.5%9,500.70
4
42.0%24.5%52,626.72

Holdings (63)

NameSectorInstrumentAssets
HealthcareEquity2.95%
FinancialEquity2.93%
HealthcareEquity2.91%
ServicesEquity2.60%
HealthcareEquity2.59%
Consumer DiscretionaryEquity2.56%
ServicesEquity2.49%
HealthcareEquity2.44%
Capital GoodsEquity2.40%
ConstructionEquity2.35%
ChemicalsEquity2.33%
ServicesEquity2.11%
Capital GoodsEquity2.01%
ChemicalsEquity1.99%
Capital GoodsEquity1.93%
AutomobileEquity1.92%
HealthcareEquity1.92%
FinancialEquity1.90%
ServicesEquity1.90%
Capital GoodsEquity1.89%
Consumer DiscretionaryEquity1.86%
ServicesEquity1.83%
TextilesEquity1.83%
TechnologyEquity1.83%
ServicesEquity1.82%
FinancialEquity1.81%
HealthcareEquity1.74%
Consumer DiscretionaryEquity1.71%
FinancialEquity1.70%
FinancialEquity1.69%
Capital GoodsEquity1.65%
ChemicalsEquity1.56%
TechnologyEquity1.54%
Capital GoodsEquity1.48%
ChemicalsEquity1.42%
FinancialEquity1.41%
FinancialEquity1.37%
HealthcareEquity1.36%
Capital GoodsEquity1.34%
Capital GoodsEquity1.29%
HealthcareEquity1.26%
Consumer StaplesEquity1.23%
AutomobileEquity1.23%
ChemicalsEquity1.22%
HealthcareEquity1.17%
FinancialEquity1.16%
AutomobileEquity1.16%
Consumer DiscretionaryEquity1.15%
Capital GoodsEquity1.13%
ConstructionEquity1.02%
ConstructionEquity0.98%
AutomobileEquity0.95%
HealthcareEquity0.95%
EnergyEquity0.93%
TechnologyEquity0.90%
FinancialEquity0.87%
ChemicalsEquity0.83%
CommunicationEquity0.70%
FinancialEquity0.53%
InsuranceEquity0.53%
Metals & MiningEquity0.52%
ConstructionEquity0.50%
ChemicalsEquity0.16%
See All

Expense ratio, exit load and tax

Expense ratio: 0.39%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 180 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹100
Min. for SIP₹100

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
E-mail
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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