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EQUITY•MID CAP FUND

JM Midcap Fund

3 Year return

27.66%
NAV on December 26, 2025
20.0174
1D Returns
-0.1%
Launched on October 2022(3 years)

Investment Details

₹100
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
56.75%₹2,043
Total Value ₹5,643

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,474.62 Cr.
Expense Ratio
0.53% (inclusive of GST)
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.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

JM Financial Mutual Fund Manager

AB

Asit Bhandarkar

Fund Manager since Aug 2014

DG

Deepak Gupta

Fund Manager since Apr 2025

RF

Ruchi Fozdar

Fund Manager since Oct 2024

SR

Satish Ramanathan

Fund Manager since Oct 2024

Fund House Details

JM Financial Mutual Fund

JM Financial Mutual Fund

Asset management company

AUM
₹14,901.83 Cr.
No. of Schemes
96
Setup Date
15 September 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Midcap Fund28.2798%
4.5
Edelweiss Mid Cap Fund29.0295%
3
HDFC Mid Cap Fund28.0086%
4

Schemes by JM Financial Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
JM Financial Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

JM Aggressive Hybrid Fund Direct Annual Bonus
20.9356%
JM Financial Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

JM Aggressive Hybrid Fund Direct Annual IDCW Payout
20.9305%
JM Financial Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
20.9305%
JM Financial Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

JM Aggressive Hybrid Fund Direct Bonus Principal Units Reinvestment
0%
JM Financial Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

JM Aggressive Hybrid Fund Direct Growth
20.9329%

About the JM Midcap Fund Direct Growth

The JM Midcap Fund Direct Growth is an actively managed equity fund managed by JM Financial Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has a growth option, which means that your investment returns are reinvested in the fund to grow your investment over time.

Investment Objectives of the Scheme

The investment objective of the JM Midcap Fund Direct Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity stocks of mid-cap companies in India. The fund seeks to achieve its objective by investing in a mix of equity stocks that are expected to generate growth over the long term.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.53%
Fund Manager
Asit Bhandarkar
Fund Size
₹1474.62 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The JM Midcap Fund Direct Growth is a good option for investors who are looking for a growth-oriented investment with the potential for high returns. The fund is suitable for investors who have a moderate to high risk tolerance and are looking for an investment that can help them achieve their long-term financial goals.

AMC Contact Details

NameJM Financial Mutual Fund
Launch Date15 September 1994
AddressJM Financial Services Ltd. 5th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025.
Contact912267040404
Emailcustomer.support@jmfl.com
Websitehttps://www.jmfinancialservices.in/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Compare Your SIPs Across Various Mutual Funds

Use our SIP calculator to compare SIPs across different mutual funds. Moreover, by comparing the different expected rates of returns, you can compare the returns on the same amount for different SIPs. Open our SIP calculator to estimate returns and get started on your investment journey today!

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of JM Midcap Fund on December 26, 2025, is ₹20.0174
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of JM Midcap Fund, is ₹1474.62 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of JM Midcap Fund is 0.53%
The JM Midcap Fund was launched on October 31, 2022. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for JM Midcap Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,643 in 3Y at 27.6642% returns
SIP Date1st of every month

Your next SIP Payment will be on 27 January 2026

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