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43355
12180
JM Mid Cap Fund - Direct (G)
17.29
-0.08
3.50
-5.08
-5.86
3.24
20.40
7
1.61
17.29
JM Mid Cap Fund - Direct (G)
1.61
17.29
1.11
3.5
3 Years
Begin with SIP Invest One-Time
  • NAV

    20.79

    30 Oct 2026

  • -1.49%

     1 Day

  • 17.29%

    3Y CAGR returns

This fund doubles your investment in 3 years, 6 months & 2 days.

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  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 0.95%

    Expense Ratio

  • 4

     Rating

  • 1,303 Cr

    Fund Size

  • 4 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 30 Oct 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -0.08%
  • 17.29%
  • 20.40
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
3.60%
3.08%
2.89%
2.86%
2.84%
84.73%
View All

Advance Ratio

  • 4.03Alpha
  • 5.58SD
  • 0.98Beta
  • 0.69Sharpe

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

  • Fund Name
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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

Mutual Fund by Category

Equity Debt Hybrid

Large Cap

  • Fund Name
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