Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Significant holdings have underlying redflags
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.28 | 57.78 | 2.30 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 59.81 | 2.28 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM Midcap Fund(IDCW) | 54.09% | — | 45.56% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 35.32% | 18.22% | 14.48% |
Kotak Emerging Equity Fund(IDCW-Payout) | 47.14% | 24.45% | 17.97% |
Nippon India Growth Fund(IDCW) | 42.32% | 20.35% | 11.70% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
3.48 %
Holdings
3.06 %
Holdings
2.92 %
JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
15
Total AUM
₹ 12,540.68 Cr.
Satish Ramanathan
AUM: ₹9,543.85 Cr.
|
Exp: 17.9yrs
Asit Bhandarkar
AUM: ₹9,543.85 Cr.
|
Exp: 11yrs
Gurvinder Singh Wasan
AUM: ₹3,033.30 Cr.
|
Exp: 7yrs
Ruchi Fozdar
AUM: ₹12,577.16 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data