JM Midcap Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 03 Dec 2024₹20.25
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-4.2%8.3%40.2%99.9%
Category averageNANA33.5%NA
Rank with in category24336NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
62.6%36.3%18,604.02
4
34.9%28.5%77,682.90
4
36.2%27.2%35,208.97
5
28.1%25.7%9,500.70
4
40.1%24.2%52,626.72

Holdings (61)

NameSectorInstrumentAssets
HealthcareEquity3.57%
HealthcareEquity3.12%
ServicesEquity2.89%
HealthcareEquity2.64%
Consumer DiscretionaryEquity2.56%
HealthcareEquity2.56%
HealthcareEquity2.56%
ChemicalsEquity2.54%
ServicesEquity2.52%
FinancialEquity2.48%
ConstructionEquity2.46%
HealthcareEquity2.44%
HealthcareEquity2.22%
ServicesEquity2.17%
Capital GoodsEquity2.17%
AutomobileEquity2.09%
ChemicalsEquity2.07%
Capital GoodsEquity2.03%
Consumer DiscretionaryEquity1.95%
ServicesEquity1.94%
FinancialEquity1.93%
FinancialEquity1.84%
FinancialEquity1.79%
Capital GoodsEquity1.78%
ChemicalsEquity1.73%
FinancialEquity1.73%
Capital GoodsEquity1.71%
Consumer DiscretionaryEquity1.71%
TechnologyEquity1.67%
TextilesEquity1.66%
ServicesEquity1.65%
Capital GoodsEquity1.61%
Consumer StaplesEquity1.53%
Capital GoodsEquity1.51%
FinancialEquity1.45%
ChemicalsEquity1.36%
AutomobileEquity1.30%
ChemicalsEquity1.30%
FinancialEquity1.28%
AutomobileEquity1.19%
HealthcareEquity1.17%
Consumer DiscretionaryEquity1.16%
TechnologyEquity1.13%
ServicesEquity1.12%
ConstructionEquity1.08%
Capital GoodsEquity1.08%
FinancialEquity1.03%
AutomobileEquity1.00%
EnergyEquity1.00%
ConstructionEquity0.96%
ConstructionEquity0.94%
ChemicalsEquity0.89%
TechnologyEquity0.87%
HealthcareEquity0.81%
HealthcareEquity0.75%
ServicesEquity0.72%
CommunicationEquity0.71%
Metals & MiningEquity0.58%
InsuranceEquity0.51%
AutomobileEquity0.47%
Capital GoodsEquity0.39%
See All

Expense ratio, exit load and tax

Expense ratio: 0.32%

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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