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JM Mid cap Fund Direct Growth
+21.44%
3Y annualised
+0.30% 1D
NAV: 26 Aug '26
₹23.10
Min. for SIP
₹100
Fund size (AUM)
₹1,295.14 Cr
Expense ratio
0.97%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,487 | +3.25% | |
| 6 months | ₹30,000 | ₹32,965 | +9.88% | |
| 1 year | ₹60,000 | ₹67,476 | +12.46% | |
| 3 years | ₹1,80,000 | ₹2,25,874 | +25.49% |
Holdings (70)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.56% |
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 3.17% |
| Marico Ltd | Consumer Staples | Equity | 3.06% |
| IDFC First Bank Ltd | Financial | Equity | 2.97% |
| One 97 Communications Ltd | Industrials | Equity | 2.90% |
| Bank of Maharashtra | Financial | Equity | 2.83% |
| Avalon Technologies Ltd. | Industrials | Equity | 2.76% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 2.76% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 2.44% |
| Ami Organics Ltd | Healthcare | Equity | 2.40% |
| Coforge Ltd | Technology | Equity | 2.33% |
| SRF Ltd | Materials | Equity | 2.23% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.02% |
| Ashok Leyland Ltd | Industrials | Equity | 2.01% |
| Poonawalla Fincorp Ltd | Financial | Equity | 2.01% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.98% |
| Arvind Ltd | Consumer Discretionary | Equity | 1.98% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.96% |
| JK Cement Ltd | Materials | Equity | 1.95% |
| Lupin Ltd | Healthcare | Equity | 1.86% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.75% |
| Syrma SGS Technology Ltd | Technology | Equity | 1.69% |
| Garware Hi-Tech Films Ltd | Materials | Equity | 1.62% |
| WeWork India Management Ltd. | Industrials | Equity | 1.58% |
| Thermax Ltd | Industrials | Equity | 1.50% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.50% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.50% |
| Mphasis Ltd | Technology | Equity | 1.49% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.48% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.40% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.35% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 1.35% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.34% |
| Waaree Energies Ltd. | Energy & Utilities | Equity | 1.27% |
| BSE Ltd | Financial | Equity | 1.27% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.21% |
| Sumitomo Chemical India Ltd | Materials | Equity | 1.20% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 1.20% |
| E2E Networks Ltd | Technology | Equity | 1.16% |
| Alkem Laboratories Ltd | Healthcare | Equity | 1.11% |
| Titagarh Wagons Ltd | Industrials | Equity | 1.09% |
| JANALAKSHMI FINANCIAL SERVICES PRIVATE LTD EQ CLASS A | Financial | Equity | 1.07% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 1.04% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.04% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.04% |
| PB Fintech Ltd | Financial | Equity | 1.04% |
| Hitachi Energy India Ltd | Industrials | Equity | 0.98% |
| Apar Industries Ltd | Diversified | Equity | 0.98% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.98% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.97% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.96% |
| Tinna Rubber and Infrastructure Ltd | Industrials | Equity | 0.93% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.87% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.85% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.83% |
| National Aluminium Company Ltd | Materials | Equity | 0.76% |
| Housing & Urban Development Corporation Ltd | Financial | Equity | 0.68% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.68% |
| Linde India Ltd | Materials | Equity | 0.67% |
| Aditya Infotech Ltd. | Technology | Equity | 0.67% |
| Delhivery Ltd | Industrials | Equity | 0.60% |
| Navin Fluorine International Ltd | Materials | Equity | 0.53% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.53% |
| Net Receivables | Unspecified | Net Receivables | 0.52% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.49% |
| Coromandel International Ltd | Materials | Equity | 0.45% |
| Swiggy Ltd. | Technology | Equity | 0.44% |
| Others CBLO | Unspecified | CBLO | 0.43% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.40% |
| The India Cements Ltd | Materials | Equity | 0.35% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +16.9% | +15.4% | +21.4% | +24.9% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 9 | 9 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% if redeemed within 180 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +18.55% | +24.19% | 6,792.14 | |
 | +12.19% | +23.35% | 18,693.49 | |
 | +12.42% | +21.37% | 14,504.36 | |
 | +12.38% | +21.15% | 50,750.81 | |
 | +12.11% | +19.66% | 1,05,142.69 | |
| Compare | ||||
Fund management
RFRuchi FozdarOct 2024 - PresentView details
RF
Ruchi Fozdar
Oct 2024 - Present
View details
SRSatish RamanathanOct 2022 - PresentView details
SR
Satish Ramanathan
Oct 2022 - Present
View details
DGDeepak GuptaApr 2025 - PresentView details
DG
Deepak Gupta
Apr 2025 - Present
View details
ABAsit BhandarkarOct 2024 - PresentView details
AB
Asit Bhandarkar
Oct 2024 - Present
View details
About JM Mid cap Fund Direct Growth
JM Mid cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Ruchi Fozdar is the Current Fund Manager of JM Mid cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹14,107 Cr and the Latest NAV as of 26 Aug 2026 is ₹23.10.
The JM Mid cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000. Exit load of 1% if redeemed within 180 days.
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Investment Objective
The scheme seeks 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.
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#32 in India
Total AUM₹14,106.86 Cr
Date of Incorporation15 Sep 1994
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,