Compare JM Midcap Fund vs HDFC Mid Cap Fund
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.15 | 1.36 |
NAV | ₹17.98 | ₹199.57 |
Fund Started | 31 Oct 2022 | 07 May 2007 |
Fund Size | ₹1178.20 Cr | ₹92641.55 Cr |
Exit Load | Exit load of 1% if redeemed within 180 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.15
1.36
NAV
₹17.98
₹199.57
Fund Started
31 Oct 2022
07 May 2007
Fund Size
₹1178.20 Cr
₹92641.55 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load of 1% if redeemed within 1 year.
1 Year | -1.89% | 10.38% |
3 Year | 21.61% | 24.51% |
5 Year | - | 23.84% |
1 Year
-1.89%
10.38%
3 Year
21.61%
24.51%
5 Year
-
23.84%
Equity | 94.86% | 92.88% |
Cash | 2.13% | 7.12% |
Equity
94.86%
92.88%
Cash
2.13%
7.12%
Top 10 Holdings |
|
|
Top 10 Holdings
Mahindra & Mahindra Financial Services Ltd. | 4.74% |
Godfrey Phillips India Ltd. | 4.46% |
JK Cement Ltd. | 3.49% |
Coforge Ltd. | 3.46% |
Hero Motocorp Ltd. | 3.43% |
Glenmark Pharmaceuticals Ltd. | 3.11% |
Tube Investments Of India Ltd. | 2.77% |
Jubilant FoodWorks Ltd. | 2.69% |
Marico Ltd. | 2.66% |
Indian Bank | 2.63% |
Max Financial Services Ltd. | 4.65% |
AU Small Finance Bank Ltd. | 4.21% |
The Federal Bank Ltd. | 3.69% |
Indian Bank | 3.33% |
Balkrishna Industries Ltd. | 3.31% |
Hindustan Petroleum Corporation Ltd. | 2.99% |
Coforge Ltd. | 2.80% |
Glenmark Pharmaceuticals Ltd. | 2.78% |
Ipca Laboratories Ltd. | 2.74% |
Mahindra & Mahindra Financial Services Ltd. | 2.70% |
Name | - | - |
Start Date | - | - |
Name
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Start Date
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Description | The scheme seeks 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. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 31 Oct 2022 | 07 May 2007 |
Description
The scheme seeks 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.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
31 Oct 2022
07 May 2007