JM Midcap Fund - Growth - Regular Plan

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  • Net Change on 17-05-2024

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

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  • 52 Week High Nav Date

Fund Objective

The Scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Investors are required to read all the Scheme related information set out in this document carefully and also note that the Scheme do not guarantee/ indicate any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC Mid-Cap Opportunities Fund - Growth Plan Jun 25, 2007 56.43 29.38 26.18 1.44 63,413.49
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 46.84 24.90 25.54 1.47 42,699.18
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 58.85 30.36 27.05 1.63 26,821.89
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 Unrated 43.69 21.21 23.28 1.59 26,636.78
SBI Magnum MIDCAP FUND - REGULAR PLAN - GROWTH Mar 29, 2005 37.86 25.20 25.30 1.69 17,910.24

Fund Holdings as on 30-April-2024

  • Voltas Ltd.

  • Cummins India Ltd.

  • Bank of Maharashtra

  • Schaeffler India Ltd.

  • Bharat Forge Ltd.

  • Hitachi Energy India Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Bharat Heavy Electricals Ltd.

  • Tata Technologies Ltd.

  • REC Ltd.

  • IPCA Laboratories Ltd.

  • Timken India Ltd.

  • Amber Enterprises India Ltd.

  • Sterling and Wilson Renewable Energy Ltd.

  • Aurobindo Pharma Ltd.

  • Thermax Ltd.

  • Max Healthcare Institute Ltd.

  • Arvind Ltd.

  • Biocon Ltd.

  • Max Financial Services Ltd.

  • JSW Energy Ltd.

  • Thomas Cook (India) Ltd.

  • Housing & Urban Development Corporation Ltd.

  • Sundram Fasteners Ltd.

  • Suzlon Energy Ltd.

  • Ahluwalia Contracts (India) Ltd.

  • Titagarh Rail Systems Ltd

  • Godrej Properties Ltd.

  • PB Fintech Ltd.

  • Sona BLW Precision Forgings Ltd.

  • HEG Ltd.

  • Escorts Kubota Ltd.

  • Jyothy Labs Ltd.

  • Mukand Ltd.

  • Oil India Ltd.

  • Vodafone Idea Ltd.

  • Exide Industries Ltd.

  • Deepak Fertilizers& Petrochemicals Corporation Ltd

  • Poonawalla Fincorp Ltd.

  • Tejas Networks Ltd.

  • Fortis Healthcare Ltd.

  • Blue Star Ltd.

  • Delhivery Ltd.

  • Hero MotoCorp Ltd.

  • Linde India Ltd.

  • The Phoenix Mills Ltd.

  • Aarti Industries Ltd.

  • Exicom Tele-Systems Ltd.

  • Zomato Ltd.

  • Orchid Pharma Ltd.

  • Sumitomo Chemical India Ltd.

  • Patel Engineering Ltd.

  • TREPS-Triparty Repo

  • Net Current Assets

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  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Air Conditioners

  • Bearings

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • Diesel Engines

  • Bank - Public

  • Engineering - Construction

  • Forgings

  • IT - Software

  • Finance Term Lending

  • Textile

  • Finance - Others

  • Power Generation/Distribution

  • Travel Services

  • Finance - Housing

  • Fasteners

  • Railways Wagons

  • Fintech

  • Auto Ancillary

  • Electrodes & Welding Equipment

  • Automobiles-Tractors

  • Household & Personal Products

  • Steel & Iron Products

  • Oil Exploration

  • Telecommunication - Service Provider

  • Batteries

  • Fertilizers

  • Telecommunication - Equipment

  • Finance - NBFC

  • Courier Services

  • Automobile Two & Three Wheelers

  • Industrial Gases & Fuels

  • Chemicals

  • e-Commerce

  • Pesticides & Agrochemicals

  • Miscellaneous

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Fund Manager

  • Education:CFA, B-Tech, MBA (Finance), MIS
  • Experience:17.9 Years
  • Basic Details:Satish joined Sundaram BNP Paribas Asset Management in April 2007. He has a rich background in research and fund management with stints at Sundaram BNP Paribas, ICICI Securities and Franklin Templeton, his port of call before taking up his present role. Satish has deep expertise in researching the auto industry. He has also been in a supervisory role for research in the pharma and FMCG space. His earlier stint at the fund house (then known as Sundaram Newton) as in research tracking sectors such as auto, cement, capital goods and pesticides.
  • Funds Managed:
  • JM Flexicap Fund
  • JM Large Cap Fund
  • JM Midcap Fund
  • JM Flexicap Fund
  • JM Large Cap Fund
  • JM Midcap Fund
  • JM Value Fund
  • Cash

  • Equity

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About JM Midcap Fund

Scheme Analysis

JM Midcap Fund is a Equity - Mid Cap Fund fund and belongs to JM Financial Mutual Fund. It was launched on 21-Nov-2022 and currently has an AUM of ₹955.02 crore. JM Midcap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of JM Midcap Fund ended up ₹0.16(0.88%)yesterday to ₹17.9976.

Among its top 3 holdings the fund has exposure to Voltas Ltd., and

The JM Midcap Fund is managed by Satish Ramanathan and Chaitanya Choksi.

Fund House Contact

505, 5th Floor, Laxmi Towers, Bandra-Kurla Complex, Mumbai: 400 051

022-61987777
investor@jmfinancial.in
+ 91 (022) 2652 8388