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

JM Midcap Fund (Growth)

EquityMid Cap

18.0556

NAV (May 23)

48.2%
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

18.0556

NAV (May 23)

Fund Returns

Last 1Y
71.9%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
48.2%
6 Month CAGR
33%

Scheme Information

Investment Objective

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

Expense Ratio
2.14
Launched (2y ago)
Nov 21, 2022
AUM in Crores
955.018
ISIN
INF192K01MS2
Lock-in
No Lock-in
Benchmark
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
Fund Managers

Gurvinder Wasan

Fund Manager

Satish Ramanathan

Fund Manager

Chaitanya Choksi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
JM Midcap Fund (Growth)70%61,29,850 53,97,23871.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-23

Top Stock Holdings

voltas ltd

3.3%
3.3%

cummins india ltd

3.2%
3.2%

bank of maharashtra

3.1%
3.1%

schaeffler india ltd

3.1%
3.1%

bharat forge ltd

3%
3%
See all holdings

Allocation by Sector

industrials

29.2%
29.2%

consumer cyclical

19.6%
19.6%

healthcare

13.7%
13.7%

financial services

12.6%
12.6%

technology

8.8%
8.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 18,691 cr

₹ 22,471 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 7,577 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
phone-img022-61987704
Fund NameScripbox Opinion
Till Date CAGR

30.1%

15.5%

30.1%

15.4%

30.1%

15.4%

29.9%

17.2%

23.4%

9.8%

JM Midcap Fund (G) Review

JM Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 48.2% 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 5/23/2024 is ₹18.06 with the total AUM as of 5/24/2024 is ₹955.018. 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 Nifty Midcap 150 TR INR.

JM Midcap Fund (G) is rated as a 0 fund in Equity and delivered 71.9% 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 instruments 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 ₹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 2.14% for regular plan.