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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
Benchmark · NIFTY Midcap 150 TRITER · 2.31%Inception · 21-11-2022
NAV
₹19.97
-0.83% · as of 29-05-2026
Since inception
21.66%
CAGR
Benchmark (inception)
17.19%
CAGR
Fund size
₹1,170 Cr
AUM
Expense ratio
2.31%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +21.66% CAGR vs benchmark +17.19%.
Portfolio
Where the money is invested
Top holdings
J.K.CEMENT LIMITED EQ3.71%
GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/-3.68%
HERO MOTOCORP LIMITED EQ FV RS 23.53%
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-3.42%
GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-3.40%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-3.36%
TUBE INVESTMENTS OF INDIA LIMITED EQ3.28%
INDIAN BANK EQ3.23%
MARICO LIMITED NEW EQ RE.12.98%
BANK OF MAHARASHTRA EQ2.75%
Sector allocation
Financial Services22.69%
Capital Goods15.20%
Healthcare14.26%
Automobile and Auto Components10.17%
Fast Moving Consumer Goods6.66%
Chemicals5.13%
Consumer Services4.64%
Construction Materials4.51%
Information Technology4.00%
Textiles2.12%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 21.7% p.a.₹10,000
10 years
Projected value
₹42,61,956
Invested: ₹12,00,000
Gained: ₹30,61,956
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
HSBC Midcap Fund Reg Growth
₹445.95
1Y
+19.3%
3Y
+27.4%
5Y
+19.5%
ICICI Pru MidCap Gr
₹337.47
1Y
+17.4%
3Y
+26.1%
5Y
+19.5%
Helios Mid Cap Fund Reg Plan Gr Plan
₹12.89
1Y
+13.5%
3Y
+0.0%
5Y
+0.0%
WhiteOak Capital Mid Cap Fund Reg Gr
₹20.71
1Y
+12.3%
3Y
+24.7%
5Y
+0.0%
BARODA BNP PARIBAS Mid Cap Fund Gr
₹109.05
1Y
+10.0%
3Y
+21.1%
5Y
+17.2%
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