JM Midcap Fund

Equity | Mid Cap Mutual Funds
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

Returns and Ranks ( as on 27 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns - - - -4.1%
Category Average 4.1% 20.5% 10.5% -

Scheme Allocation

Holding
Sector
Asset
Federal Bank
3.76%
Canara Bank
3.74%
Blue Star
3.18%
Narayana Hrudaya
3.02%
REC Ltd
3.01%
Others
83.29%
Debt
12.49%
Banks
9.37%
Finance
7.7%
Auto Components
6.99%
Industrial Products
6.59%
Others
56.87%
Equity
86.38%
Reverse Repos
12.49%
Net Curr Ass/Net Receivables
1.13%

Fund House Details

JM Financial Mutual Fund

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”.
Invest Now