Investment type
JM Midcap Fund - Direct (G) is a mutual fund under the Midcap category, managed by JM Financial Mutual Fund. It was launched on 09 Jun 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹1,444 Crores. The expense ratio is 0.46%.
This fund generated returns of -3.3% in the last 1 year. Since its inception, it has provided an average annual return of 29.54%.
The fund's investments are mainly concentrated in sectors like Banks, Pharmaceuticals & Biotech, Electrical Equipments, Healthcare Services and Leisure Services.
The top five holdings in this fund include prominent companies such as Godfrey Phillips, J K Cements, Jubilant Food., H P C L and Motil.Oswal.Fin..
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.
Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.
Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.
At least three to five years is ideal to benefit from the growth of mid-sized companies.
Yes, but holding for several years can help you maximize returns.
Expense ratios can range from 1% to 2%, reflecting the cost of active management.
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