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JM Midcap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 15.91 | N/A | N/A | N/A |
Average Rolling Returns(%) | 57.24 | N/A | N/A | N/A |
The Current NAV of JM Midcap Fund - Growth - Direct Plan is ₹17.50.
It is better to invest in a fund with a longer track record as JM Midcap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.
JM Midcap Fund - Growth - Direct Plan fund’s expense ratio is 0.53%
The process for redemption is
The AUM of JM Midcap Fund - Growth - Direct Plan is currently ₹1,320 Crores.
The Top three stocks are Biocon, Tata Technologies and Federal Bank and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 31% of fund’s portfolio respectively.
Top three sectors of JM Midcap Fund - Growth - Direct Plan fund are Healthcare, BFSI and IT accounting for 53% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of JM Midcap Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.
Satish Ramanathan and Asit Bhandarkar manage the JM Midcap Fund - Growth - Direct Plan Fund.
JM Midcap Fund - Growth - Direct Plan current PE ratio is 52.54 and PB ratio is 7.57
The asset allocation of JM Midcap Fund - Growth - Direct Plan is Stocks : 97.70%, Debt : 2.29% and Gold : 0%
The minimum SIP amount for JM Midcap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for JM Midcap Fund - Growth - Direct Plan is 1% on or before 180 days, Nil after 180 days