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Business News/Market/Market Stats/    JM Midcap Fund Regular Growth

JM Midcap Fund Regular Growth

+
  • Equity
  • Mid-Cap
  • Rating N.A.
  • Plan
15.33 +0.11 (0.73%) NAV as on 29 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)781.49
  • CAGR 55.62%
  • Exit Load1.00%
  • Expense ratio2.21%
  • CategoryEquity
  • Min Investment1000
  • Min SIP500
  • Launch Date2022-11-21

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 01 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • REC
  • 20.72
  • 2.65%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.

 

The JM Midcap Fund Regular Growth has an AUM of 781.49 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.21%. The minimum investment in JM Midcap Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include NHPC, Bank Of Maharashtra, Bharat Heavy Electricals & Cummins India.

 

The major sectors where the fund is invested are Misc. Capital Goods, Misc. Fabricated Products, Construction Services & Regional Banks.

 

Some of the similar funds are LIC MF Midcap Fund Regular Growth, Union Midcap Fund Regular Growth, Bandhan Midcap Fund Regular Growth, JM Midcap Fund Regular Growth, ITI Mid Cap Fund Regular Growth. JM Midcap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about JM Midcap Fund Regular Growth

According to the morning star rating JM Midcap Fund Regular Growth has a Medium risk & Exceptional return.
JM Midcap Fund Regular Growth is managed by Satish Ramanathan,Gurvinder Wasan,Chaitanya Choksi.
The expense ratio of JM Midcap Fund Regular Growth is 2.21%.
The 5 year annualized return on JM Midcap Fund Regular Growth is 0.00% & it has generated 55.62% in the last 1 year.
The minimum investment in JM Midcap Fund Regular Growth is 1000 Rs.
JM Midcap Fund Regular Growth has an AUM of 781.49 crores.
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