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JM Midcap Fund Direct growth
Equity • Mid Cap • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Mid Cap
Direct growth
Launched On
21 Nov 2022
2.8 years ago
Lock-in Period
No lock-in
NAV
as of 11 Sep 2025
₹20.65
-0.0697% (0.00)
AUM
₹1,426 Cr
Expense ratio
0.51%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 180D
1%
If units sold after 180D
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Technology
Industrials
Healthcare
Consumer Cyclical
Fund House
JM Financial
Inc: 01 Apr 1995 • Total AUM: ₹15,282 Cr • Rank #30JM Financial Mutual Fund, started in 1994, has JM Financial as its sponsor. The fund house is headed by Amitabh Mohanty as the CEO. As of 31 March 2024, it has an AUM of ₹7,439 Cr.
Fund Managers
Satish Ramanathan
Experience: 4.05 yrs • Total AUM: 1,03,954 Cr
Asit Bhandarkar
Experience: 18.76 yrs • Total AUM: 1,05,725 Cr
Ruchi Fozdar
Experience: 1.42 yrs • Total AUM: 1,72,668 Cr
Deepak Gupta
Experience: yrs • Total AUM: 1,05,725 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Motilal Oswal Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
28.08%
Expense ratio
0.69%
Returns vs category
Risk vs category
Invesco India Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
28.03%
Expense ratio
0.56%
Returns vs category
Risk vs category
Nippon India Growth Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
24.64%
Expense ratio
0.71%
Returns vs category
Risk vs category
Kotak Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
21.78%
Expense ratio
0.37%
Returns vs category
Risk vs category
Axis Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
18.78%
Expense ratio
0.55%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.