CLOSED
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 Small & Mid-cap Fund - Institutional Plan - Growth

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 06 Dec 2007₹10.000.00%
AUM₹43 Crfrom this fund's primary plan
Expense Ratio—
CAGR—
Exit Load—
Min SIP₹500from this fund's primary plan
Launched—

Investment Objective

To provide capital appreciation by primarily investing in small cap and mid-cap stocks. Small cap stock is defined as any company which has a market capitalization less than 10% of the market capitalization of the last stock in S&P CNX NIFTY. Mid-cap stoc

Fund Mandate

Debt0%–35%
Equity65%–100%
Asset Allocation
Domestic Equity90.2%
Cash & Equivalents9.8%
Fund Managers
SK
Sanjay Kumar Chhabaria
Fund Manager
Key Information
—
₹500from this fund's primary plan
₹3,00,00,000
—
Nil
Inception—
AMC—
Top Holdings As of 31 Mar 2011 · disclosed on this fund's primary plan
1CBLO & Others*Others9.85%
2Reliance Industries Ltd.Crude Oil6.20%
3Tata Motors Passenger Vehicles Ltd.Automobile & Ancillaries5.36%
4Equity less than 2% of corpusOthers5.25%
5Larsen & Toubro Ltd.Infrastructure5.12%
6Infosys Ltd.IT5.06%
7Action Construction Equipment Ltd.Capital Goods4.84%
8Eicher Motors Ltd.Automobile & Ancillaries4.53%
9Cairn India Ltd. (Amalgamated)Crude Oil4.51%
10Tata Consultancy Services Ltd.IT4.12%
Sector Allocation
Others15.1%
Automobile & Ancillaries14.1%
Bank13.3%
IT11.3%
Crude Oil10.7%
Capital Goods7.8%
Iron & Steel6.0%
Infrastructure5.1%
Non - Ferrous Metals4.6%
Consumer Durables3.0%
Construction Materials2.6%
Finance2.2%
Telecom2.1%
Healthcare2.0%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
—
—
Nil
₹500from this fund's primary plan
₹3,00,00,000
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