- Mutual Funds
- JM Financial Mutual Fund
- JM Midcap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.5097
NAV (Sep 13)
Fund Returns
Last 1Y | 56.9% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 48.6% |
6 Month CAGR | 41.7% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.99 |
Launched (0y ago) | 1.99 |
AUM in Crores | 1682.2 |
ISIN | INF192K01MS2 |
Lock-in | |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Midcap Fund (G) | 36,97,269 | 29,64,657 | 56.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Ipca Laboratories Ltd.
3.3%JSW Infrastructure Ltd.
2.8%Others
2.8%Honeywell Automation India Ltd.
2.7%Tata Technologies Ltd
2.7%Allocation by Sector
Capital Goods
21.07%Healthcare
15.46%Services
11.96%Financial
11.24%Chemicals
7.74%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
JM Financial Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28.455% | 16.076% | ||
29.897% | 17.522% | ||
23.457% | 13.21% | ||
22.941% | 10.565% | ||
5.744% | 6.627% |
JM Midcap Fund (G) Review
JM Midcap Fund (G) is a Equity Equity fund and has delivered an annualised return of 48.594% over a period of 1 years. The fund is managed by JM Financial Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of JM Midcap Fund (G) as of 9/13/2024 is ₹20.51 with the total AUM as of 9/14/2024 is ₹1682.239912. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Midcap Fund (G) was launched on 2022-11-21. The category risk of the fund is null.
The minimum SIP amount for JM Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
JM Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Total Return Index.
JM Midcap Fund (G) is rated as a null fund in Equity and delivered 56.867% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Midcap Fund (G).
Frequently Asked Questions
What is JM Midcap Fund (G)?
How to invest in JM Midcap Fund (G)?
You can invest in JM Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of JM Midcap Fund (G)?
The minimum sip amount for JM Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is JM Midcap Fund (G) good to invest in?
As per Scripbox experts, JM Midcap Fund (G) is a fund. You can investJM Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the JM Midcap Fund (G)?
The expense ratio of the JM Midcap Fund (G) is 1.99% for regular plan.