Compare JM Midcap Fund vs HSBC Midcap Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.36
2.3
NAV
₹22.09
₹520.69
Fund Started
31 Oct 2022
25 Jun 2004
Fund Size
₹1274.52 Cr
₹15351.91 Cr
Exit Load
Exit load of 1% if redeemed within 180 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
6.82%
16.17%
3 Year
20.38%
24.60%
5 Year
-
18.00%
Equity
98.83%
98.97%
Cash
1.17%
1.05%
Top 10 Holdings
Bharat Forge Ltd. | 3.52% |
Avalon Technologies Ltd. | 3.37% |
Godfrey Phillips India Ltd. | 3.28% |
Tube Investments Of India Ltd. | 3.09% |
Acutaas Chemicals Ltd. | 3.04% |
Arvind Ltd. | 3.02% |
Bank of Maharashtra | 2.99% |
Marico Ltd. | 2.99% |
Glenmark Pharmaceuticals Ltd. | 2.53% |
Cummins India Ltd. | 2.52% |
FSN E-Commerce Ventures Ltd. | 4.67% |
The Federal Bank Ltd. | 4.21% |
GE Vernova T&D India Ltd | 3.98% |
Lenskart Solutions Ltd. | 3.84% |
PB Fintech Ltd. | 3.76% |
Piramal Finance Ltd. | 3.66% |
Aditya Infotech Ltd. | 3.54% |
Billionbrains Garage Ventures Ltd. | 3.28% |
Bharat Forge Ltd. | 3.19% |
Meesho Ltd. | 2.87% |
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 generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Launch Date
31 Oct 2022
25 Jun 2004
