JM Mid Cap Fund Regular Growth
3Y Annualised
17.62%
-0.97% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.12%
-0.97% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
4 years 3 months
8 years 10 months
9 years 7 months
Fund info
Fund size
₹1295.14 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment.
Risk Profile
High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About JM Mid Cap Fund Regular Growth
JM Mid Cap Fund Regular Growth is a Equity mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 3 years, having been launched on 2022-11-21. JM Mid Cap Fund Regular Growth has ₹1295.14 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of JM Mid Cap Fund Regular Growth as of Wed Sep 02 2026 is ₹21.2628. The fund has an expense ratio of 2.36%, which is medium comparable to most other Equity funds.
JM Mid Cap Fund Regular Growth returns for the last 1 year are 12.02%. Since launch, it has delivered 22.08% average annual returns.
The JM Mid Cap Fund Regular Growth has the majority of its money invested in Consumer Cyclical, Consumer Defensive, Financial Services, Technology, Industrials, Healthcare, Basic Materials sectors.
Top 5 Holdings of JM Mid Cap Fund Regular Growth.
- Bharat Forge Ltd: 3.56%
- Godfrey Phillips India Ltd: 3.17%
- Marico Ltd: 3.06%
- IDFC First Bank Ltd: 2.97%
- One97 Communications Ltd: 2.90%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2022-11-21 |
| investor@jmfl.com | |
| Phone | +91 22 61987777 |
| Website | www.jmfinancialmf.com |
| Address | JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East |
Tax Implications of JM Mid Cap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
