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JM Financial Mutual Fund · Equity: Mid Cap
JM Midcap Fund (Regular) - Growth
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 · 2.18%Inception · 21-11-2022
NAV
₹20.80
+0.50% · as of 15-07-2026
Since inception
22.18%
CAGR
Benchmark (inception)
17.23%
CAGR
Fund size
₹1,267 Cr
AUM
Expense ratio
2.18%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +22.18% CAGR vs benchmark +17.23%.
Portfolio
Where the money is invested
Top holdings
GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/-3.60%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-3.53%
TUBE INVESTMENTS OF INDIA LIMITED EQ3.36%
AVALON TECHNOLOGIES LIMITED EQ NEW FV Rs.2/-3.23%
MARICO LIMITED NEW EQ RE.13.07%
BSE LIMITED EQ NEW FV RS. 2/-2.90%
Ami Organics Limited2.83%
CUMMINS INDIA LIMITED EQ FV RS.22.75%
GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-2.73%
BANK OF MAHARASHTRA EQ2.71%
Sector allocation
Financial Services23.20%
Capital Goods19.70%
Healthcare12.19%
Automobile and Auto Components9.94%
Fast Moving Consumer Goods6.68%
Information Technology5.11%
Chemicals4.61%
Metals & Mining2.93%
Consumer Services2.83%
Construction Materials2.76%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 22.2% p.a.₹10,000
10 years
Projected value
₹44,10,836
Invested: ₹12,00,000
Gained: ₹32,10,836
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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