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  • JM Mutual Fund
  • JM Midcap Fund (Growth)
JM Mutual Fund

JM Midcap Fund (Growth)

EquityMid Cap

10.1985

NAV (Dec 02)

2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.1985

NAV (Dec 2)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

2%

6 Month CAGR

NA

Scheme Information

Investment Objective

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.

Expense Ratio

0

Launched (0y ago)

Nov 21, 2022

AUM in Crores

ISIN

INF192K01MS2

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

0

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

Fund Managers

Satish Ramanathan

Fund Manager

Chaitanya Choksi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-12-02

Top Stock Holdings

See all holdings

Compare JM Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,796 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,70 debt and 15 hybrid funds.

amc-img

  • 022-61987704
  • investor@jmfl.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.3%

    13.1%

    18.1%

    7.7%

    21.2%

    11.8%

    21.2%

    9.6%

    21.2%

    9.5%

    JM Midcap Fund (G) Review

    JM Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 2% over a period of 0 years. The fund is managed by JM Financial Asset Management Limited. The fund managers are Chaitanya Choksi, Satish Ramanathan.

    Nav of JM Midcap Fund (G) as of 12/2/2022 is ₹10.20 with the total AUM as of 12/3/2022 is ₹null. 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 ₹0 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 null% 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)?

    JM Midcap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 ₹0. 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 % for regular plan.