JM Midcap Fund Direct Growth
EquityMid-Cap
19.93
0.11(0.56%)
NAV as on 09 Dec, 2025
CAGR
24.96%
- AUM (Crs.)1,477.25
- Expense Ratio0.51 %
- Sharpe Ratio / Category Average1.14 / 0.94
- Standard Deviation / Category Average16.68 / 15.67
- Beta / Category Average0.98 / 0.94
- Portfolio Turnover / Category Average178.58 / 75.32
- Top 5 Stocks Wt.16.96
- Top 10 Stocks Wt.29.28
- Top 3 Sectors Wt.54.63
- Investment StyleMid Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistorySatish Ramanathan, Asit Bhandarkar, Deepak Gupta, Ruchi Fozdar
- Launch Date21 Nov, 2022
- BenchmarkS&P BSE 500
Objective
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Riskometer
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