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JM Financial Mutual Fund · Equity: Mid Cap
JM Mid Cap Fund - Regular Plan - Growth Option
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized
EquityBenchmark · Nifty Midcap 150 TRITER · 2.49%Inception · 21-11-2022
NAV
₹21.15
-0.15% · as of 11-09-2026
Since inception
21.69%
CAGR
Benchmark (inception)
17.03%
CAGR
Fund size
₹1,358 Cr
AUM
Expense ratio
2.49%
30-08-2026
Performance
Returns vs benchmark & category
Since inception: +21.69% CAGR vs benchmark +17.03%.
Portfolio
Where the money is invested
Top holdings
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-3.52%
AVALON TECHNOLOGIES LIMITED EQ NEW FV Rs.2/-3.37%
GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/-3.28%
TUBE INVESTMENTS OF INDIA LIMITED EQ3.09%
Ami Organics Limited3.04%
ARVIND LIMITED EQ3.02%
BANK OF MAHARASHTRA EQ2.99%
MARICO LIMITED NEW EQ RE.12.99%
GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-2.53%
CUMMINS INDIA LIMITED EQ FV RS.22.52%
Sector allocation
Financial Services23.24%
Capital Goods20.49%
Healthcare11.95%
Automobile and Auto Components9.88%
Fast Moving Consumer Goods6.27%
Information Technology4.72%
Chemicals4.34%
Textiles3.02%
Consumer Services2.87%
Construction Materials2.64%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 21.7% p.a.₹10,000
10 years
Projected value
₹42,70,389
Invested: ₹12,00,000
Gained: ₹30,70,389
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Satish Ramanathan
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150812
ISIN (Growth)
INF192K01MS2
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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