JM Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 8.29 | 16.07 | N/A | N/A |
| Average Rolling Returns(%) | 26.35 | 22.21 | N/A | N/A |
The Current NAV of JM Mid Cap Fund - Regular Plan - Growth is ₹19.46.
It is better to invest in a fund with a longer track record as JM Mid Cap 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 Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.85%
The process for redemption is
The AUM of JM Mid Cap Fund - Regular Plan - Growth is currently ₹1,303 Crores.
The Top three stocks are One97 Communications, Avalon Technologies and Mankind Pharma and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 28% of fund’s portfolio respectively.
Top three sectors of JM Mid Cap Fund - Regular Plan - Growth fund are BFSI, Auto 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 Mid Cap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
Satish Ramanathan and Asit Bhandarkar manage the JM Mid Cap Fund - Regular Plan - Growth Fund.
JM Mid Cap Fund - Regular Plan - Growth current PE ratio is 60.03 and PB ratio is 8.61
The asset allocation of JM Mid Cap Fund - Regular Plan - Growth is Stocks : 98.35%, Debt : 1.64% and Gold : 0%
The minimum SIP amount for JM Mid Cap Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹1000.00
The exit load for JM Mid Cap Fund - Regular Plan - Growth is 1% on or before 180 days, Nil after 180 days
|
Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
|
Logo:
|
|
|
Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
|
Brand Logo:
|
 |
|
SEBI Registration Number:
|
INA000013323 Validity – May 16, 2019 – Perpetual |
|
Registration:
|
Non-Individual |
|
BSE Enlistment No:
|
1187 |
|
Address:
|
B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
|
Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
|
Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
|
Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
|
Standard Warning:
|
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
|
|
Disclaimer:
|
Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
|
