JM Mid Cap Fund (Direct)
JM Financial Mutual Fund · benchmark Nifty Midcap 150 TRI · 3.9 years old · AMFI code 150815
B (middle of the peer group), score 62.5 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 7.9% | 0.9% | +7.0% | 11 / 32 |
| 1 year | 7.5% | 1.3% | +6.2% | 7 / 30 |
| 3 years (a year) | 18.9% | 15.3% | +3.7% | 17 / 28 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of JM Mid Cap Fund (Direct plan)?
₹22.09 on 5 Nov 2026 (Growth option).
What is the expense ratio of JM Mid Cap Fund (Direct)?
0.92% a year; the Regular plan's is 2.44%.
What return has JM Mid Cap Fund given over 3 years?
18.9% a year (Direct plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.
How is JM Mid Cap Fund rated?
B: 12 of 28 Direct plans in Mid Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from JM Financial Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.