Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 0.42 % | 0★ | ₹99 | 2 Months |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 0.42 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 0★ | ₹99 Cr | 2 Months |
| Rating | Fund Size | Fund Age |
Scheme Objective
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | -4.1% | ||||
| Category Average | 4.1% | 20.5% | 10.5% | - |
Scheme Allocation
Holding
Sector
Asset
Federal Bank
Canara Bank
Blue Star
Narayana Hrudaya
REC Ltd
Others
Fund House Details
JM Midcap Fund
Fund Manager
Gurvinder Singh Wasan
Exit Load
| Exit Load | 1.00% - If redeemed / switched out within 180 days from the date of allotment. Nil - If redeemed/switched out after 180 days from the date of allotment. |
|---|
Advance Ratio
| -0.03 | 0.53 | 0.27 | 0.35 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
JM Financial Mutual Fund
AUM:
3,256 Cr
Address:
Office B,8th Floor, Cnergy,Appasaheb
Marathe Marg,prabhadevi,
Mumbai - 400 025,mumbai 400051
Contact:
022-61987777
Email ID:
investor@jmfl.com
Frequently Asked Questions
You can invest in JM Midcap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for JM Midcap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The JM Midcap Fund has delivered -4.1% since inception
The NAV of JM Midcap Fund is ₹9.5 as of 27 January 2023.
The expense ratio of JM Midcap Fund is 0.42 % as of 27 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
