JM Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 69.83 | N/A | N/A | N/A |
Average Rolling Returns(%) | 56.96 | N/A | N/A | N/A |
The Current NAV of JM Midcap Fund - Regular Plan - Growth is ₹18.00.
It is better to invest in a fund with a longer track record as JM Midcap Fund - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is 2.14%
The process for redemption is
The AUM of JM Midcap Fund - Regular Plan - Growth is currently ₹955 Crores.
The Top three stocks are Voltas, Cummins India and Bank of Maharashtra and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 29% of fund’s portfolio respectively.
Top three sectors of JM Midcap Fund - Regular Plan - Growth fund are Auto, Capital Goods and Healthcare accounting for 50% 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 - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
Satish Ramanathan and Chaitanya Choksi manage the JM Midcap Fund - Regular Plan - Growth Fund.
JM Midcap Fund - Regular Plan - Growth current PE ratio is 58.08 and PB ratio is 8.18
The asset allocation of JM Midcap Fund - Regular Plan - Growth is Stocks : 99.56%, Debt : 0.43% and Gold : 0%
The minimum SIP amount for JM Midcap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for JM Midcap Fund - Regular Plan - Growth is 1% on or before 180 days, Nil after 180 days