JM Midcap Fund Growth Return

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

JM Midcap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹1,295 Cr

Lock In Period

N/A

Expense Ratio

2.36

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 Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.14-1.036.37
6M15.131.2526.07
1Y10.973.3547.78
3Y19.7710.17142.86

Portfolio Analysis

  • Equity: 99.07%
  • Debt: 0.95%
  • Others
As on: 2026-07-31
View allocation % by

1. Glenmark Pharmaceuticals Limited2.44%
2. Acutaas Chemicals Limited2.40%
3. Lupin Limited1.86%
4. Aurobindo Pharma Limited1.75%
5. One Source Specialty Pharma Ltd1.35%
6. Alkem Laboratories Limited1.11%
7. Mankind Pharma Limited0.96%
8. Cohance Lifesciences Limited0.49%

1. Bharat Forge Limited3.56%
2. Sona BLW Precision Forgings Limited2.02%

1. IDFC First Bank Limited2.97%
2. AU Small Finance Bank Limited1.50%
3. Jana Small Finance Bank Ltd1.07%

1. Coforge Limited2.33%
2. MphasiS Limited1.49%
3. Billionbrains Garage Ventures Ltd.1.35%

1. AVALON TECHNOLOGIES LIMITED2.76%
2. Dixon Technologies (India) Limited1.98%

1. One 97 Communications Limited2.90%
2. PB Fintech Limited1.04%

1. Motilal Oswal Financial Services1.96%
2. 360 ONE WAM LIMITED1.40%

1. Godfrey Phillips India Limited3.17%

1. Marico Limited3.06%

1. Poonawalla Fincorp Limited2.01%
2. Mahindra & Mahindra Financial Serv Ltd.0.98%

1. Bank of Maharashtra2.83%

1. TUBE INVESTMENTS OF INDIA LTD2.76%

1. SRF Limited2.23%
2. Navin Fluorine International Limited0.53%

1. CarTrade Tech Limited1.20%
2. FSN E-Commerce Ventures Limited0.85%
3. SWIGGY LIMITED0.44%

1. BSE Ltd1.27%
2. Multi Commodity Exchange of India Ltd.1.04%

1. JK Cement Limited1.95%
2. INDIA CEMENTS LTD0.35%

1. Ashok Leyland Limited2.01%

1. Bharat Heavy Electricals Limited1.48%
2. Jyoti Cnc Automation Ltd0.53%

1. Arvind Limited1.98%

1. E2E Networks Limited1.16%
2. Aditya Infotech Limited0.67%

1. SYRMA SGS TECHNOLOGY LIMITED1.69%

1. Garware Hi-Tech Films Ltd1.62%

1. WeWork India Management Limited1.58%

1. Thermax Limited1.50%

1. Prestige Estates Projects Limited1.50%

1. Radico Khaitan Limited1.34%

1. WAAREE ENERGIES LIMITED1.27%

1. Lenskart Solutions Limited1.21%

1. Sumitomo Chemical India Limited1.20%

1. TITAGARH RAIL SYSTEMS LIMITED1.09%

1. Endurance Technologies Limited1.04%

1. Hero MotoCorp Limited1.04%
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About Fund JM Midcap Fund Growth

JM Midcap Fund Growth managed by JM Financial Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹1,295 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 2.36. 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
Kotak Midcap Fund - Growth369,282 CR1.49
HDFC Mid Cap Fund - Growth5105,142 CR1.31
JM Midcap Fund Growth11,295 CR2.36
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundKotak Midcap Fund - Growth7.16167.62
This FundHDFC Mid Cap Fund - Growth9.37970.8903
This FundJM Midcap Fund Growth10.968171.8262
This FundInvesco India Midcap Fund Growth8.705893.8971
This FundHSBC Midcap Fund Growth20.141996.1127

JM Midcap Fund Growth FAQs

JM Midcap 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 Midcap Fund Growth is 2.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Midcap Fund Growth’s fund performance is as follows:
  • 1 Month : 3.14%
  • 6 Months : 15.13%
  • 1 Year : 10.97%
  • 3 Years : 19.77%
Returns of JM Midcap Fund Growth are updated daily based on NAV of ₹ 21.5611 as on Aug 20,2026. Since inception, the return has been 71.83%.

You can invest in JM Midcap 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 Midcap Fund Growth is ₹1,295 crore. It changes based on market performance, inflows, and outflows.

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