- Mutual Funds
- JM Mutual Fund
- JM Midcap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.6568
NAV (Nov 29)
Fund Returns
Last 1Y | 34.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 35.1% |
6 Month CAGR | 27.6% |
Scheme Information
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Expense Ratio | 2.29 |
Launched (1y ago) | Nov 21, 2022 |
AUM in Crores | 536.631 |
ISIN | INF192K01MS2 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Midcap Fund (Growth) | NaN | NaN | % | |
| 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
treps-triparty repo
4.3%one97 communications ltd
3.7%rec ltd
3.7%godrej properties ltd
3.4%bank of maharashtra
3.3%Allocation by Sector
consumer cyclical
22.8%industrials
20.3%financial services
17.7%basic materials
10.3%healthcare
9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
JM Financial Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.4% | 13.9% | ||
27.5% | 16.4% | ||
20.5% | 12.2% | ||
20.5% | 11.1% | ||
20.5% | 11% |
JM Midcap Fund (G) Review
JM Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 35.1% over a period of 1 years. The fund is managed by JM Financial Asset Management Limited. The fund managers are Chaitanya Choksi, Gurvinder Wasan, Satish Ramanathan.
Nav of JM Midcap Fund (G) as of 11/29/2023 is ₹13.66 with the total AUM as of 11/30/2023 is ₹536.631. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Midcap Fund (G) was launched on Nov 21, 2022. The category risk of the fund is Very High Risk.
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 IISL Nifty Midcap 150 TR INR.
JM Midcap Fund (G) is rated as a 0 fund in Equity and delivered 34.8% 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 Not Reviewed Yet 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 2.29% for regular plan.