Jm Midcap Fund-(regular)-idcw Payout Option

Jm Midcap Fund-(regular)-idcw Payout Option is a scheme launched by Jm Financial Mutual Fund on November 21, 2022, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 1,320.48 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 2.09% for managing the portfolio.

• Investing Strategy:

  To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.

• Performance:

  Jm Midcap Fund-(regular)-idcw Payout Option trailing returns over different times are -4.37% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at -0.24%.