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12180
JM Mid Cap Fund - Direct (G)
17.94
6.03
-2.80
-3.30
1.79
21.67
23.01
7
1.64
17.94
JM Mid Cap Fund - Direct (G)
1.64
17.94
1.11
3.5
3 Years
Begin with SIP Invest One-Time
  • NAV

    22.27

    17 Sep 2026

  • 0.93%

     1 Day

  • 17.94%

    3Y CAGR returns

This fund doubles your investment in 3 years, 3 months & 18 days.

Invest Now

  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 0.97%

    Expense Ratio

  • 4

     Rating

  • 1,360 Cr

    Fund Size

  • 3 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 17 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 6.03%
  • 17.94%
  • 23.01
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
3.53%
3.05%
2.90%
2.88%
2.79%
84.85%
View All

Advance Ratio

  • 2.71Alpha
  • 5.46SD
  • 0.99Beta
  • 0.81Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 1.00% - If redeemed / switched out within 180 days from the date of allotment. Nil - If redeemed/switched out after 180 days from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

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.

Fund Managers

Satish Ramanathan

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from JM Financial Mutual Fund

12180
  • Fund Name

AMC Contact Details

  • Address :
  • Office B,8th Floor, Cnergy,Appasaheb Marathe Marg,prabhadevi, Mumbai - 400 025.
    • Contact :
    • +91022-61987777
    • Email ID :
    • investor@jmfl.com
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