Submit
logo

JM Mid Cap Fund - Regular Plan - Growth Option

Category: Equity: Mid Cap Launch Date: 21-11-2022
AUM:

₹ 1,303.78 Cr

Expense Ratio

2.47%

Benchmark

Nifty Midcap 150 TRI

ISIN

INF192K01MS2

Minimum Investment

1000.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Mr. Satish Ramanathan

Fund Performance 1Y (%) 3Y (%) 5Y (%)
JM Mid Cap Fund - Regular Plan - Growth Option -1.31 15.61 -
NIFTY MIDCAP 150 TRI -4.21 13.78 13.37
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
19.4794
Last change
0.4 (2.0375%)
Fund Size (AUM)
₹ 1,303.78 Cr
Performance
18.41% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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

Fund Manager
Mr. Satish Ramanathan
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 3.6
AVALON TECHNOLOGIES LIMITED EQ NEW FV Rs.2/- 3.08
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/- 2.89
GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/- 2.86
IDFC FIRST BANK LIMITED EQ 2.84
BANK OF MAHARASHTRA EQ 2.81
MARICO LIMITED NEW EQ RE.1 2.74
GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- 2.66
SONA BLW PRECISION FORGINGS LIMITED EQ 2.39
MOTILAL OSWAL FINANCIAL SERVICES LIMITED EQ NEW RS.1/- 2.28

Sector Allocation

Sector Holdings (%)
Financial Services 25.16
Capital Goods 18.04
Healthcare 12.44
Automobile and Auto Components 11.09
Fast Moving Consumer Goods 7.11
Consumer Services 5.94
Chemicals 4.31
Information Technology 3.04
Services 2.63
Construction Materials 1.81

Peer Comparison

Scheme Name 5Y (%)
JM Mid Cap Fund Reg Gr 0.0