e.g. Tata motors, Reliance MF, 500570

JM Mid Cap Fund(Old) - Growth

Equity Multi Cap No Data Available

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹7.69 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

The investment objective of the scheme will be to generate long term capital growth at a controlled level of risk b predominantly investing in Mid Cap companies.

AMC

JM Financial Asset Management Ltd.

Fund Details

Launch Date

June 29, 2004

Fund Manager

Mr. Sanjay Kumar Chhabaria

Initial Price

10

AUM Fund

7.69 Cr

Min investment

Rs 5000

Expense Ratio

2.5%

SIP Minimum Investment

Monthly SIP Option - 12 instalments of Rs. 500/- each or 6 instalments of Rs. 1,000/- each.Quarterly SIP Option - 2 instalments of Rs. 3000/- each.

Exit Load

For investments of any amount through whatever mode of transactions, the exit load charge will be 1%, if redeemed/switched-out within 365 days of transfer/allotment of units.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
64.50% 78.34% ₹3049.11
64.42% 78.48% ₹3049.11
62.72% 73.09% ₹3049.11
62.58% 72.95% ₹3049.11
56.50% 174.60% ₹721.53

Holdings

Sector Allocation

Miscellaneous 11.30%
Auto 12.88%
Information Technology 11.36%
Food Processing 4.01%
Paints and Pigments 3.80%
Engineering 6.48%
Service 3.27%
Power 3.25%
Banks 9.93%
Iron and Steel 5.51%
Cement 2.81%
Finance 4.80%
Metals - Non Ferrous 4.45%
Petroleum 4.22%
Telecommunications 2.11%
Address
Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai Maharashtra India 400051
Phone
+91 22 61987777
Fax
+91 22 61987704
Launch Date
June 29, 2004
Custodian
HDFC Bank Ltd.
Registrar & Transfer Agent
KFin Technologies Limited

Frequently Asked Questions

Q: What is the current NAV of JM Mid Cap Fund(Old) - Growth?

A: The latest NAV of JM Mid Cap Fund(Old) - Growth is ₹ .

Q: What type of mutual fund is JM Mid Cap Fund(Old) - Growth?

A: JM Mid Cap Fund(Old) - Growth is a 'Equity - Multi Cap' type mutual fund managed by 'JM Financial Asset Management Ltd.'.

Q: What is the expense ratio of JM Mid Cap Fund(Old) - Growth?

A: The expense ratio of JM Mid Cap Fund(Old) - Growth is 2.5%, which impacts overall returns.

Q: Who manages JM Mid Cap Fund(Old) - Growth?

A: JM Mid Cap Fund(Old) - Growth is managed by Mr. Sanjay Kumar Chhabaria, who oversees investment strategy and portfolio decisions.

Q: Is JM Mid Cap Fund(Old) - Growth a good investment?

A: JM Mid Cap Fund(Old) - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of JM Mid Cap Fund(Old) - Growth?

A: The exit load of JM Mid Cap Fund(Old) - Growth is For investments of any amount through whatever mode of transactions, the exit load charge will be 1%, if redeemed/switched-out within 365 days of transfer/allotment of units., applicable if redeemed within the specified period.

Q: How is JM Mid Cap Fund(Old) - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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