JM Midcap Fund Regular Growth
You have to be logged in to add this to Watchlist.
- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)1054.77
- CAGR 70.42%
- Exit Load1.00%
- Expense ratio2.14%
- CategoryEquity
- Min Investment1000
- Min SIP500
- Launch Date2022-11-21
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Schaeffler India
- 35.57
- 3.37%
- Bharat Forge
- 35.16
- 3.33%
- Cummins India
- 32.71
- 3.10%
- CG Power & Industrial Solutions
- 31.53
- 2.99%
- Bank Of Maharashtra
- 29.35
- 2.78%
- Voltas
- 29.12
- 2.76%
- IPCA Laboratories
- 28.23
- 2.68%
- Glenmark Pharmaceuticals
- 27.04
- 2.56%
- Timken India
- 26.11
- 2.47%
- REC
- 25.66
- 2.43%
Peer Comparison
- Fund Name
- LIC MF Midcap Fund Regular Growth60.19%
- ITI Mid Cap Fund Regular Growth73.22%
- Union Midcap Fund Regular Growth48.77%
- Bandhan Midcap Fund Regular Growth56.44%
- JM Midcap Fund Regular Growth70.42%
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 1054.77 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 2.14%. 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 Schaeffler India, Bharat Forge, Cummins India & CG Power & Industrial Solutions.
The major sectors where the fund is invested are Misc. Capital Goods, Misc. Fabricated Products, Electronic Instr. & Controls & Biotechnology & Drugs.
Some of the similar funds are LIC MF Midcap Fund Regular Growth, ITI Mid Cap Fund Regular Growth, Union Midcap Fund Regular Growth, Bandhan Midcap Fund Regular Growth, JM Midcap Fund Regular Growth. JM Midcap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
