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Saturday, January 16, 2016

JPMorgan India Mid and Small Cap Fund – Small & Mid Cap Fund

 

JPMorgan India Mid and Small Cap Fund – Invset Online

 
    • Fund type: Open ended.
    • Investment plan: Growth.
    • Benchmark: CNX Midcap.
    • Load details:
      • Entry Load: None.
      • Exit Load: 1.00%.
    • Asset breakup:
      • Equity: 93.58%
      • Debt: 0.02%
      • Cash / Call: 6.40%
    • Investment portfolio:
      • Engineering & Capital Goods: 17%
      • Banking & Financial Services: 15%
      • Cement & Construction: 14%
      • Automotive: 14%
      • Pharmaceuticals: 7%
      • Chemicals: 5%
      • Miscellaneous: 5%
      • Food & Beverages: 4%
      • Manufacturing: 3%
      • Services: 3%
      • Conglomerates: 2%
      • Oil & Gas: 2%
      • Telecommunication: 1%
      • Consumer Durables: 1%
      • Cash / Call: 6%
    • Total asset size: Rs.442 crore (as on June 30th, 2015)
    • Fund performance:
    • This fund has done very well as compared to other funds in the category, and, as the table below illustrates, has had consistently higher average returns than the category and the against the benchmark as well.

      Category6 months1 year2 years3 years5 years
      Fund Returns0.6%30.3%57.5%34.9%18.9%
      Category Average-1.9%19.9%35.9%20.3%9.9%
      Difference of fund returns and category returns2.5%10.4%21.6%14.6%9.0%
      Best of category5.1%42.7%72.4%37.7%23.6%
      Worst of category-8.7%-5.0%22.4%14.4%5.8%
      Benchmark Returns #-0.7%14.7%38.1%21.3%7.6%
      Difference of fund returns and benchmark returns1.3%15.6%19.4%13.6%11.3%
    • Fund performance as compared to peers:
    • Type: Small & Mid Cap Funds6 months1 year3 years5 years
      HDFC Mid Cap Opportunities - Direct0.8%20.8%n/an/a
      HDFC Mid Cap Opportunities0.4%19.7%30.7%19.4%
      IDFC Premier Equity – Regular-3.4%19.1%27.5%16.1%
      Franklin India Prima Fund-3.3%22.3%32.9%17.9%
      Franklin India Prima Fund - Direct-2.6%24.2%n/an/a
    • Top 10 holdings:
    • Asset %Value (in Rs. Crore)EquitySector
      3.96%Rs.24.01 croreFAG BearingsEngineering
      3.76%Rs.22.76 croreAmara Raja BattAutomotive
      3.31%Rs.20.04 croreKansai NerolacChemicals
      2.93%Rs.17.76 croreEicher MotorsAutomotive
      2.88%Rs.17.46 croreIndusInd BankBanking / Finance
      2.88%Rs.17.46 croreDivis LabsPharmaceuticals
      2.71%Rs.16.42 croreJK BankBanking/Finance
      2.59%Rs.15.70 croreBritanniaFood & Beverage
      2.52%Rs.15.26 croreAshok LeylandAutomotive
      2.34%Rs.14.20 croreTorrent PharmaPharmaceuticals
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