JM Midcap Fund Regular Growth
Medium
Risk
Equity
Mid Cap Fund
+
0.00
%
0.00
%
3Y annualised
+
0.76
%
0.76
%
1D
1M
6M
1Y
3Y
All
Fund size
781
NAV:
Mar 7, 2024
15.4425
Sector
Tech
Type
Equity
Launched
Nov 2022
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Bharat Forge Ltd
3.54
%
Bharat Heavy Electricals Ltd
3.17
%
Bank of Maharashtra
3.13
%
Coforge Ltd
2.96
%
Voltas Ltd
2.93
%
Cummins India Ltd
2.93
%
REC Ltd
2.7
%
Glenmark Pharmaceuticals Ltd
2.66
%
Schaeffler India Ltd
2.62
%
Godrej Properties Ltd
2.57
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 180.0 Days, 0.0 % if redeemed after 180.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
JM Midcap Fund Regular Growth
More details
Investment objective
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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