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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
MF—Growth

JM Mid Cap Fund - Growth

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 01 Apr 2011₹23.38+0.53%
AUM₹8 Cr
Expense Ratio2.50%
CAGR—
Exit LoadNil
Min SIP₹500
Launched2004

Investment Objective

To generate long term capital growth at a controlled level of risk by predominantly investing in Mid Cap Companies.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Asset Allocation
Domestic Equity90.2%
Cash & Equivalents2.1%
Other7.7%
Fund Managers
SK
Sanjay Kumar Chhabaria
Fund Manager
Key Information
2.50%
₹500
₹5,000
Nil
Nil
Inception29 Jun 2004
AMC—
Top Holdings
1Equity less than 2% of corpus7.72%
2Reliance Industries6.11%
3Larsen & Toubro5.19%
4Tata Motors5.15%
5Infosys Technologies5.09%
6Tata Consultancy Service4.19%
7Nestle India4.01%
8Asian Paints 3.80%
9Eicher Motors3.61%
10Action Construction Equipment 3.58%
Sector Allocation
Other76.9%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.53%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
Nil
Nil
₹500
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme