Comprehensive analysis of JM Midcap Fund - Regular (IDCW) (43354) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
JM Financial Asset Management Private Limited
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Market exposure level
Outperformance vs benchmark
Recent performance momentum
Fund manager experience
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 2.23% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Godfrey Phillips India Ltd | Tobacco Products | 4.37% |
| J K Cements Ltd | Cement | 3.24% |
| Motilal Oswal Financial Services Ltd | Stock/ Commodity Brokers | 3.21% |
| Hindustan Petroleum Corporation Ltd | Refineries | 2.99% |
| Jubilant Foodworks Ltd | Quick Service Restaurant | 2.93% |
| Bharat Heavy Electricals Ltd | Capital Goods - Electrical Equipment | 2.54% |
| Aurobindo Pharma Ltd | Pharmaceuticals | 2.50% |
| Marico Ltd | FMCG | 2.45% |
| Cummins India Ltd | Capital Goods-Non Electrical Equipment | 2.40% |
| Sumitomo Chemical India Ltd | Agro Chemicals | 2.19% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4498.68 | 2.15% | 20.90% | 0.93% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4102.17 | 1.93% | 20.39% | 0.10% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3067.85 | 1.61% | 17.68% | -1.31% |
| Franklin India Mid Cap Fund (G) | ₹2726.18 | 1.40% | 17.21% | -2.09% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1509.00 | 2.84% | 21.61% | 0.46% |
| Sundaram Mid Cap Fund - (G) | ₹1380.52 | 2.63% | 21.10% | -0.38% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1322.65 | 2.02% | 20.04% | -0.02% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹866.16 | 1.92% | 19.00% | -2.00% |
| Aditya Birla SL Midcap Fund - (G) | ₹776.70 | 1.70% | 18.50% | -2.80% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹747.39 | 2.15% | 20.91% | 0.93% |
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