JM Midcap Fund – Direct (IDCW)
500
Min SIP
1,000
Min Lumpsum
0.41 %
Expense Ratio
Rating
286
Fund Size (in Cr)
11 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 33.3% | ||||
| Category Average | 32.6% | 33.8% | 20.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
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Alpha
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SD
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Beta
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Sharpe
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. |
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Fund 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.
Fund Managers
Gurvinder Singh Wasan - Fixed income - Senior Fund Manager & Credit Analyst
Working as a Senior Fund Manager & Credit Analyst at JM Financial Mutual Fund, Gurvinder Singh Wasan holds 18+ years of fixed-income market experience. He has previously served the roles of structured finance manager with a bank and a credit analyst with a mutual fund company. He has been a part of CRISIL, ICICI Bank, and Principal Asset Management Company during his career.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Mid Cap .
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- 12,555
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24.8%Fund Size - 12,555
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35.5%Fund Size - 12,555
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22.5%Fund Size - 12,555
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- Equity .
- Mid Cap .
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- 18,343
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32.2%Fund Size - 18,343
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34.5%Fund Size - 18,343
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23%Fund Size - 18,343
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- Equity .
- Mid Cap .
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- 33,091
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24%Fund Size - 33,091
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32.3%Fund Size - 33,091
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22.3%Fund Size - 33,091
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- Equity .
- Mid Cap .
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- 2,449
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30.9%Fund Size - 2,449
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30.2%Fund Size - 2,449
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21.8%Fund Size - 2,449
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- Equity .
- Mid Cap .
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- 8,617
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26.4%Fund Size - 8,617
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29.5%Fund Size - 8,617
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16.3%Fund Size - 8,617
AMC Contact Details
JM Financial Mutual Fund
AUM:
3,153 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
How to invest in JM Midcap Fund – Direct (IDCW) ?
You can invest in JM Midcap Fund – Direct (IDCW) 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 – Direct (IDCW) 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"
What is the NAV of JM Midcap Fund – Direct (IDCW) ?
The NAV of JM Midcap Fund – Direct (IDCW) is ₹13.3 as of 29 September 2023.
How to redeem JM Midcap Fund – Direct (IDCW) holding ?
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”.
What is the minimum sip amount of JM Midcap Fund – Direct (IDCW)?
The minimum SIP amount of JM Midcap Fund – Direct (IDCW) is ₹500
What are the top sectors JM Midcap Fund – Direct (IDCW) has invested in?
The top sectors JM Midcap Fund – Direct (IDCW) has invested in are
- Finance - 8.83%
- Industrial Products - 8.34%
- Banks - 6.81%
- Healthcare Services - 6.62%
- Consumer Durables - 6.5%
Can I make investments in both the SIP and Lump Sum schemes of JM Midcap Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of JM Midcap Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have JM Midcap Fund – Direct (IDCW) generated ?
The JM Midcap Fund – Direct (IDCW) has delivered 33.3% since inception
What is the expense ratio of JM Midcap Fund – Direct (IDCW) ?
The expense ratio of JM Midcap Fund – Direct (IDCW) is 0.41 % as of 29 September 2023.
What is the AUM of JM Midcap Fund – Direct (IDCW)?
The AUM of JM Midcap Fund – Direct (IDCW) is ₹3,153 Cr as of 29 September 2023
What are the top stock holdings of JM Midcap Fund – Direct (IDCW)?
The top stock holdings of JM Midcap Fund – Direct (IDCW) are
- REC Ltd - 4.61%
- Escorts Kubota - 3.44%
- Coromandel Inter - 3.07%
- Jubilant Food. - 2.77%
- One 97 - 2.77%
How can I redeem my investments in JM Midcap Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Midcap Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Midcap Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.