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12180
JM Midcap Fund - Direct (G)
21.71
12.66
0.16
3.27
9.79
15.98
24.88
7
1.8
21.71
JM Midcap Fund - Direct (G)
1.8
21.71
1.11
3.5
3 Years
Begin with SIP Invest One-Time
  • NAV

    23.01

    21 Aug 2026

  • 0.08%

     1 Day

  • 21.71%

    3Y CAGR returns

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  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 0.86%

    Expense Ratio

  • 4

     Rating

  • 1,295 Cr

    Fund Size

  • 3 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 21 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 12.66%
  • 21.71%
  • 24.88

Scheme Allocation

By Holding By Sector By Asset
3.56%
3.17%
3.06%
2.97%
2.90%
84.34%
View All

Advance Ratio

  • 2.29Alpha
  • 5.48SD
  • 0.99Beta
  • 0.82Sharpe

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
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  • AUM - ₹ 242

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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