- Home
- Mutual Funds
- AMC
- Jm Financial Mutual Fund
- Jm Midcap Fund Growth Direct Plan
Jm Midcap Fund Growth Direct Plan
NAV (Apr 26,2024)
Invest in the JM Midcap Fund - Growth - Direct Plan and capitalize on the potential growth of midcap companies in India. With an expense ratio of 0.34%, this fund offers affordable investment options. The fund has a PE ratio of 52.92 and a PB ratio of 6.56, indicating a balanced valuation. With an established date of November 21, 2022, and a scheme AUM of INR 693.27 crores, this fund provides opportunities for investors with a minimum investment of INR 1,000.
Jm Midcap Fund Growth Direct Plan Latest Trend
- 1M
- 2M
- 3M
Jm Midcap Fund Growth Direct Plan Latest Trend
Risk Ratios
- P/E Ratio52.92
- P/B Ratio6.56
- Alpha0.02
- Beta0.97
- Sharpe0.25
- Sortino0.39
Fund Overview
0.34%
0%
No Lock-in
₹ 693.27 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 17,330.74 (73.31%) | ₹ -- (--) | ₹ -- (--) | ₹ 11,359.45 (13.59%) | ₹ 13,757.34 (37.57%) |
₹ 30,000 | ₹ 51,992.22 (73.31%) | ₹ -- (--) | ₹ -- (--) | ₹ 34,078.35 (13.59%) | ₹ 41,272.02 (37.57%) |
₹ 50,000 | ₹ 86,653.7 (73.31%) | ₹ -- (--) | ₹ -- (--) | ₹ 56,797.25 (13.59%) | ₹ 68,786.7 (37.57%) |
₹ 80,000 | ₹ 1,38,645.92 (73.31%) | ₹ -- (--) | ₹ -- (--) | ₹ 90,875.6 (13.59%) | ₹ 1,10,058.72 (37.57%) |
₹ 1,00,000 | ₹ 1,73,307.4 (73.31%) | ₹ -- (--) | ₹ -- (--) | ₹ 1,13,594.5 (13.59%) | ₹ 1,37,573.4 (37.57%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- REC Ltd4.11%
- NHPC Ltd3.46%
- Bharat Heavy Electricals Ltd3.21%
- The Federal Bank Ltd3.01%
- Bank of Maharashtra2.94%
- Cummins India Ltd2.88%
- Equitas Small Finance Bank Ltd2.76%
- Navin Fluorine International Ltd2.69%
- Godrej Properties Ltd2.52%
- Dr Lal Path Labs Ltd2.48%
- Fortis Healthcare Ltd2.37%
- Jubilant Foodworks Ltd2.37%
- Aurobindo Pharma Ltd2.34%
- Schaeffler India Ltd2.32%
- Sumitomo Chemical India Ltd2.25%
- Bharat Forge Ltd2.24%
- Timken India Ltd2.15%
- Coromandel International Ltd2.05%
- Coforge Ltd2.04%
- Voltas Ltd2.03%
- Dalmia Bharat Ltd2.00%
- Tube Investments of India Ltd1.99%
- TREPS Triparty Repo1.98%
- The Phoenix Mills Ltd1.90%
- Poonawalla Fincorp Ltd1.88%
- Hitachi Energy India Ltd1.80%
- PB Fintech Ltd1.78%
- Tata Technologies Ltd1.70%
- Balkrishna Industries Ltd1.68%
- Tata Steel Ltd1.63%
- Sundram Fasteners Ltd1.61%
- Steel Authority of India Ltd1.61%
- Arvind Ltd1.58%
- HEG Ltd1.57%
- Zomato Ltd1.53%
- Jyothy Labs Ltd1.53%
- Kirloskar Oil Engines Ltd1.46%
- Birlasoft Ltd1.45%
- K P R Mill Ltd1.43%
- PVR INOX Ltd1.38%
- Escorts Kubota Ltd1.37%
- Thermax Ltd1.36%
- Narayana Hrudayalaya Ltd1.34%
- Mastek Ltd1.31%
- Trent Ltd1.25%
- Sun TV Network Ltd1.23%
- Credo Brands Marketing Ltd1.23%
- Blue Star Ltd1.16%
- Ahluwalia Contracts India Ltd1.15%
- Hindustan Petroleum Corporation Ltd1.08%
- Amber Enterprises India Ltd1.08%
- Thomas Cook India Ltd1.00%
- Net Current Assets-0.26%
- IT - Software6.50%
- Bank - Private5.78%
- Bearings4.47%
- Air Conditioners4.27%
- Finance Term Lending4.11%
- Textile3.02%
- Bank - Public2.94%
- Diesel Engines2.88%
- Chemicals2.69%
- Consumer Food2.37%
- Forgings2.24%
- Fertilizers2.05%
- Cycles1.99%
- Finance - NBFC1.88%
- Electric Equipment1.80%
- Fintech1.78%
- Miscellaneous1.72%
- Tyres & Allied1.68%
- Fasteners1.61%
- e-Commerce1.53%
- Automobiles-Tractors1.37%
- Retailing1.25%
- Trading1.23%
- Refineries1.08%
- Travel Services1.00%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ITI Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 35.18% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.82% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 30.34% |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 28.19% |
WhiteOak Capital Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.63% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.06% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.03% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.18% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 20.73% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 19.28% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 60.62% |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 54.62% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 44.66% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 44.56% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 44.31% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 43.00% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 42.78% |
Union Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 41.49% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 38.98% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 32.51% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 36.74% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 34.01% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.81% |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 29.98% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.72% |
Union Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.87% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 25.78% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.60% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 25.51% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 17.21% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 32.36% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.77% |
Edelweiss Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.14% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.80% |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 24.06% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 22.96% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 22.79% |
Sundaram Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 19.70% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 18.56% |
LIC MF Midcap Fund - Growth | EQUITY | Very High | 17.79% |
Fund Managers
Mr. Satish RamanathanHead - Equity
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.
Mr. Chaitanya ChoksiFund Manager - Derivatives
Mr. Chaitanya Choksi has around 11 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Limited since2008. prior to joining the AMC, he has worked with Lotus AMC, Chanrai Finance private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd.
Mr. Gurvinder Singh WasanAssistant Fund Manager
Mr. Wasan has more than 7 years of experience Fixed Income Markets, Credit Analysis and Structured Finance. Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.
Get your latest Credit Score, FREE
Compare with similar Funds
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- PGIM India Mutual Fund
- Union Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- WhiteOak Capital Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Equity Mutual Funds
- SBI Contra Fund - Growth - Direct Plan
- Axis Small Cap Fund - Growth - Direct Plan
- HDFC Small Cap Fund - Growth - Direct Plan
- Nippon India Small Cap Fund - Growth - Direct Plan
- UTI Mid Cap Fund - Growth - Direct Plan
- ICICI Prudential Infrastructure Fund - Growth - Direct Plan
- Tata Small Cap Fund - Growth - Direct Plan
- Canara Robeco Infrastructure Fund - Growth - Direct Plan
- DSP Small Cap Fund - Growth - Direct Plan
- Mirae Asset Healthcare Fund - Growth - Direct Plan
- Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted)
- Franklin Build India Fund - Growth - Direct Plan
- L&T India Large Cap Fund - Growth - Direct Plan
- Motilal Oswal Midcap Fund - Growth - Direct Plan
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your
Flexi Cap Fund
Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y
STCG Tax on Mutual Fund
As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in
Conservative Hybrid Funds
A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential
Fund of Funds (FOFs)
Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua
Expense Ratios: Calculations, Components, and Investment Impact
The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi
Total Expense Ratio (TER)
The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund
Indexation in Mutual Funds
‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In
Yield to Maturity
Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice
What is Arbitrage Fund
Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the