₹ 1,054.77 Cr
2.11%
NIFTY Midcap 150 TRI
INF192K01MT0
1000.0
100.0
500
Satish Ramanathan, Chaitanya Choksi, Gurvinder Singh Wasan
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
JM Midcap Fund (Regular) - IDCW | 70.0 | - | - |
NIFTY MIDCAP 150 TRI | 59.33 | 27.46 | 27.93 |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
Schaeffler India Ltd. | 3.37 |
Bharat Forge Ltd. | 3.33 |
Cummins India Ltd. | 3.1 |
CG Power and Industrial Solutions Ltd. | 2.99 |
Bank of Maharashtra | 2.78 |
Voltas Ltd. | 2.76 |
Ipca Laboratories Ltd. | 2.68 |
Glenmark Pharmaceuticals Ltd. | 2.56 |
Timken India Ltd. | 2.47 |
REC Ltd. | 2.43 |
Sector | Holdings (%) |
---|---|
Capital Goods | 26.95 |
Healthcare | 13.24 |
Financial | 10.7 |
Automobile | 10.56 |
Services | 8.19 |
Consumer Discretionary | 6.81 |
Construction | 5.48 |
Chemicals | 4.84 |
Energy | 4.46 |
Communication | 2.74 |
Scheme Name | 5Y (%) |
---|---|
JM Midcap Fund Reg IDCW | 0.0 |
Quant MidCap Gr | 35.1 |
ITI Mid Cap Fund Reg Gr | 0.0 |
JM Midcap Fund Reg Gr | 0.0 |
HSBC Midcap Fund Reg Growth | 23.17 |
ICICI Pru MidCap Gr | 24.85 |
Mahindra Manulife Mid Cap Fund Reg Gr | 28.31 |
Nippon India Growth Fund Gr Gr | 28.18 |
Motilal Oswal Midcap Fund Reg Gr | 29.67 |
Sundaram MidCap Gr | 22.46 |