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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
JM Mid Cap Fund Growth
+15.45%
3Y annualised
+0.34% 1D
NAV: 13 Oct '26
₹20.41
Min. for SIP
₹1,000
Fund size (AUM)
₹1,303.38 Cr
Expense ratio
2.44%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,728 | -1.81% | |
| 6 months | ₹30,000 | ₹30,047 | +0.16% | |
| 1 year | ₹60,000 | ₹63,010 | +5.02% | |
| 3 years | ₹1,80,000 | ₹2,03,304 | +12.95% |
Holdings (74)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| One 97 Communications Ltd | Industrials | Equity | 3.60% |
| Avalon Technologies Ltd. | Industrials | Equity | 3.08% |
| Mankind Pharma Ltd. | Healthcare | Equity | 2.89% |
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 2.86% |
| IDFC First Bank Ltd | Financial | Equity | 2.84% |
| Bank of Maharashtra | Financial | Equity | 2.81% |
| Marico Ltd | Consumer Staples | Equity | 2.74% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 2.66% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.39% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 2.28% |
| Ami Organics Ltd | Healthcare | Equity | 2.28% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 2.28% |
| Ashok Leyland Ltd | Industrials | Equity | 2.27% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.24% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 2.21% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 2.20% |
| Syrma SGS Technology Ltd | Technology | Equity | 2.19% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.85% |
| JK Cement Ltd | Materials | Equity | 1.81% |
| Endurance Technologies Ltd | Consumer Discretionary | Equity | 1.71% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.70% |
| Mphasis Ltd | Technology | Equity | 1.66% |
| SRF Ltd | Materials | Equity | 1.61% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.58% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.51% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.50% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.47% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.43% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.41% |
| Arvind Ltd | Consumer Discretionary | Equity | 1.41% |
| WeWork India Management Ltd. | Industrials | Equity | 1.39% |
| E2E Networks Ltd | Technology | Equity | 1.37% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 1.26% |
| Garware Hi-Tech Films Ltd | Materials | Equity | 1.23% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 1.22% |
| Thermax Ltd | Industrials | Equity | 1.22% |
| Apar Industries Ltd | Diversified | Equity | 1.18% |
| Repo | Unspecified | Repo | 1.14% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.11% |
| Waaree Energies Ltd. | Energy & Utilities | Equity | 1.08% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.05% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.02% |
| Sumitomo Chemical India Ltd | Materials | Equity | 1.01% |
| Titagarh Wagons Ltd | Industrials | Equity | 1.01% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 1.01% |
| Alkem Laboratories Ltd | Healthcare | Equity | 0.99% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.98% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.95% |
| BSE Ltd | Financial | Equity | 0.95% |
| Aditya Infotech Ltd. | Technology | Equity | 0.91% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 0.91% |
| Exide Industries Ltd | Consumer Discretionary | Equity | 0.84% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.82% |
| JANALAKSHMI FINANCIAL SERVICES PRIVATE LTD EQ CLASS A | Financial | Equity | 0.80% |
| PB Fintech Ltd | Financial | Equity | 0.74% |
| National Aluminium Company Ltd | Materials | Equity | 0.73% |
| Linde India Ltd | Materials | Equity | 0.73% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.70% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.68% |
| Tinna Rubber and Infrastructure Ltd | Industrials | Equity | 0.64% |
| Housing & Urban Development Corporation Ltd | Financial | Equity | 0.58% |
| Navin Fluorine International Ltd | Materials | Equity | 0.58% |
| Swiggy Ltd. | Technology | Equity | 0.58% |
| Horizon Industrial Parks Ltd. | Industrials | Equity | 0.53% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.51% |
| Net Receivables | Unspecified | Net Receivables | 0.50% |
| JSW Infrastructure Ltd | Industrials | Equity | 0.49% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 0.42% |
| LEAP India Ltd. | Industrials | Equity | 0.40% |
| Coromandel International Ltd | Materials | Equity | 0.38% |
| Delhivery Ltd | Industrials | Equity | 0.35% |
| Varmora Granito Ltd. | Industrials | Equity | 0.29% |
| Gaja Alternative Asset Management Ltd. | Financial | Equity | 0.23% |
| ESDS Software Solution Ltd. | Technology | Equity | 0.01% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +12.6% | +4.3% | +15.4% | +20.1% |
| Category average (Equity Mid Cap) | +4.7% | +1.0% | +13.9% | +17.2% |
| Rank (Equity Mid Cap) | -- | 8 | 10 | -- |
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) | |
|---|---|---|---|---|
 | +13.72% | +21.08% | 16,799.59 | |
 | +2.71% | +20.29% | 15,748.82 | |
 | +8.31% | +18.65% | 8,399.70 | |
 | +3.11% | +15.86% | 50,176.01 | |
 | +1.38% | +14.71% | 1,01,856.06 | |
| 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 Growth
JM Mid Cap Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,720 Cr and the Latest NAV as of 13 Oct 2026 is ₹20.41.
The JM Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. 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₹12,720.01 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,