JM Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

JM Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹1,360 Cr

Lock In Period

N/A

Expense Ratio

2.49

Exit Load

If the units are redeemed/switched out on or before 180 days from the date of allotment - 1.00%.If the units are redeemed/switched out after 180 days from the date of allotment - Nil.

Benchmark

Nifty Midcap 150 Total Return

JM Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.54-2.132.55
6M19.052.4521.01
1Y6.422.7947.78
3Y15.6612.7489.13

Portfolio Analysis

  • Equity: 99.07%
  • Debt: 0.96%
  • Others
As on: 2026-08-31
View allocation % by

1. Glenmark Pharmaceuticals Limited2.44%
2. Acutaas Chemicals Limited2.13%
3. Aurobindo Pharma Limited1.82%
4. Mankind Pharma Limited1.34%
5. One Source Specialty Pharma Ltd1.21%
6. Alkem Laboratories Limited0.98%
7. Cohance Lifesciences Limited0.50%

1. Coforge Limited2.55%
2. MphasiS Limited1.80%
3. Billionbrains Garage Ventures Ltd.1.41%

1. IDFC First Bank Limited2.88%
2. AU Small Finance Bank Limited1.48%
3. Jana Small Finance Bank Ltd0.87%

1. One 97 Communications Limited3.53%
2. PB Fintech Limited1.16%

1. AVALON TECHNOLOGIES LIMITED3.05%
2. Dixon Technologies (India) Limited1.59%

1. Bharat Forge Limited2.50%
2. Sona BLW Precision Forgings Limited2.03%

1. Motilal Oswal Financial Services2.29%
2. 360 ONE WAM LIMITED1.73%
3. Gaja Alternative AMC Limited0.24%

1. Poonawalla Fincorp Limited1.92%
2. Piramal Finance Ltd1.20%
3. Mahindra & Mahindra Financial Serv Ltd.0.90%

1. Multi Commodity Exchange of India Ltd.2.25%
2. BSE Ltd0.72%

1. Godfrey Phillips India Limited2.90%

1. Bank of Maharashtra2.79%

1. Marico Limited2.74%

1. CarTrade Tech Limited1.25%
2. FSN E-Commerce Ventures Limited1.03%
3. SWIGGY LIMITED0.41%

1. TUBE INVESTMENTS OF INDIA LTD2.52%

1. Ashok Leyland Limited2.48%

1. SRF Limited1.60%
2. Navin Fluorine International Limited0.58%

1. Bharat Heavy Electricals Limited1.53%
2. Jyoti Cnc Automation Ltd0.62%

1. E2E Networks Limited1.25%
2. Aditya Infotech Limited0.81%

1. WeWork India Management Limited1.38%
2. LEAP India Limited0.47%

1. Endurance Technologies Limited1.77%

1. JK Cement Limited1.75%

1. SYRMA SGS TECHNOLOGY LIMITED1.69%

1. Arvind Limited1.47%

1. Prestige Estates Projects Limited1.44%

1. Lenskart Solutions Limited1.36%

1. Thermax Limited1.34%

1. Radico Khaitan Limited1.32%

1. Garware Hi-Tech Films Ltd1.25%

1. Sumitomo Chemical India Limited1.16%

1. APAR INDUSTRIES LTD1.15%

1. WAAREE ENERGIES LIMITED1.14%
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About Fund JM Mid Cap Fund Growth

JM Mid Cap Fund Growth managed by JM Financial Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹1,360 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 2.49. Under the expert guidance of Deepak Gupta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Deepak Gupta

Mr. Gupta is a Commerce Graduate and holds Degree in CA, Cost Accountant and has also cleared AIMR, CFA level. He has 4 years of experience in the mutual fund industry. He worked in the operations division of Kotak AMC for 2 yrs. Subsequently in April 2007 he moved to the Equity Fund Management Team as a Research Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Mid Cap Fund Growth514,863 CR1.85
Nippon India Growth Mid Cap Fund Growth552,270 CR1.54
JM Mid Cap Fund Growth11,360 CR2.49
Baroda BNP Paribas Mid-Cap Fund Growth092 CR2.74
Fund Name1Y3Y
This FundSundaram Mid Cap Fund Growth1.852552.7544
This FundNippon India Growth Mid Cap Fund Growth3.651254.404
This FundJM Mid Cap Fund Growth6.416354.7225
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656

JM Mid Cap Fund Growth FAQs

JM Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of JM Mid Cap Fund Growth is 2.49. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -5.54%
  • 6 Months : 19.05%
  • 1 Year : 6.42%
  • 3 Years : 15.66%
Returns of JM Mid Cap Fund Growth are updated daily based on NAV of ₹ 20.2804 as on Oct 01,2026. Since inception, the return has been 54.72%.

You can invest in JM Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of JM Mid Cap Fund Growth is ₹1,360 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in JM Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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