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JM Midcap Fund (Regular) - Growth

Fund House:
JM Financial Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
21-11-2022
ISIN Number:
INF192K01MS2
Minimum Investment:
1000
Minimum SIP:
500
Total Assets: (29-11-2024):
1680.88
Nav (20-12-2024)
19.1759
CAGR Since Inception:
36.69
Benchmark:
NIFTY Midcap 150 TRI
Expense Ratio (30-11-2024)::
2 %
Risko-Meter:
Very High
Exit Load:
effective from 31.10.2022 for Normal & SIP/ STP/SWP investments - 1% if redeemed/switched-out within 180 days from the date of registration / enrolment
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Sundaram Mid Cap Fund Regular Plan - Growth 35.63 33.99 26.68 24.79 16.35
Fund Manager
Satish Ramanathan, Chaitanya Choksi, Gurvinder Singh Wasan:
Scheme Objective
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On JM Midcap Fund (Regular) - Growth NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 36.69% 13.95% 21.06%
1 Year 36.82% 12.84% 32.91%
3 Year 0.00% 13.73% 23.47%
5 Year 0.00% 15.28% 26.40%
10 Year 0.00% 12.46% 17.10%
Nav / Index Value as on2024-12-22 1,680.88% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -0.53270387228552
Cash & Cash Equivalents 1.09
Equity 99.44
Company Holding
BIOCON LIMITED 2.95
THE FEDERAL BANK LIMITED 2.93
MAX HEALTHCARE INSTITUTE LIMITED 2.91
TATA TECHNOLOGIES LIMITED 2.6
FORTIS HEALTHCARE LIMITED. 2.59
AMBER ENTERPRISES INDIA LIMITED 2.56
JSW INFRASTRUCTURE LTD 2.49
IPCA LABORATORIES LIMITED 2.44
EXIDE INDUSTRIES LIMITED 2.4
J.K.CEMENT LIMITED 2.35
FAQ's of JM Midcap Fund (Regular) - Growth
How do I use the SIP Calculator to calculate JM Financial Mutual Fund ?

To calculate the JM Financial Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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JM Midcap Fund (Regular) - Growth