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JM Midcap Fund Direct Growth
+23.72%
3Y annualised
-1.06% 1D
NAV: 10 Jun '26
₹20.98
Min. for SIP
₹100
Fund size (AUM)
₹1,161.71 Cr
Expense ratio
0.82%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,836 | +5.57% | |
| 6 months | ₹30,000 | ₹31,648 | +5.49% | |
| 1 year | ₹60,000 | ₹62,666 | +4.44% | |
| 3 years | ₹1,80,000 | ₹2,15,850 | +19.92% |
Holdings (65)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Godfrey Phillips India Ltd | Consumer Staples | Equity | 3.72% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.56% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 3.30% |
| Marico Ltd | Consumer Staples | Equity | 3.04% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 3.03% |
| JK Cement Ltd | Materials | Equity | 2.84% |
| Bank of Maharashtra | Financial | Equity | 2.81% |
| Indian Bank | Financial | Equity | 2.71% |
| BSE Ltd | Financial | Equity | 2.66% |
| Cummins India Ltd | Industrials | Equity | 2.58% |
| Ami Organics Ltd | Healthcare | Equity | 2.46% |
| Jindal Steel & Power Ltd | Materials | Equity | 2.44% |
| Avalon Technologies Ltd. | Industrials | Equity | 2.35% |
| Arvind Ltd | Consumer Discretionary | Equity | 2.31% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 2.13% |
| SRF Ltd | Materials | Equity | 2.13% |
| Coforge Ltd | Technology | Equity | 1.96% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.95% |
| IDFC First Bank Ltd | Financial | Equity | 1.89% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.81% |
| Lupin Ltd | Healthcare | Equity | 1.79% |
| Ashok Leyland Ltd | Industrials | Equity | 1.77% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 1.72% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.70% |
| One 97 Communications Ltd | Industrials | Equity | 1.58% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.55% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.55% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.52% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.48% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 1.47% |
| Garware Hi-Tech Films Ltd | Materials | Equity | 1.46% |
| Waaree Energies Ltd. | Energy & Utilities | Equity | 1.46% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.44% |
| Syrma SGS Technology Ltd | Technology | Equity | 1.40% |
| WeWork India Management Ltd. | Industrials | Equity | 1.36% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.34% |
| Mphasis Ltd | Technology | Equity | 1.21% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.19% |
| JANALAKSHMI FINANCIAL SERVICES PRIVATE LTD EQ CLASS A | Financial | Equity | 1.16% |
| Sumitomo Chemical India Ltd | Materials | Equity | 1.14% |
| Titagarh Wagons Ltd | Industrials | Equity | 1.13% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.10% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.05% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.03% |
| KPIT Technologies Ltd | Technology | Equity | 1.01% |
| PB Fintech Ltd | Financial | Equity | 0.99% |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | Equity | 0.94% |
| Tinna Rubber and Infrastructure Ltd | Industrials | Equity | 0.94% |
| Delhivery Ltd | Industrials | Equity | 0.89% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 0.88% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 0.86% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.80% |
| The India Cements Ltd | Materials | Equity | 0.76% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.75% |
| Linde India Ltd | Materials | Equity | 0.75% |
| Apar Industries Ltd | Diversified | Equity | 0.72% |
| E2E Networks Ltd | Technology | Equity | 0.72% |
| National Aluminium Company Ltd | Materials | Equity | 0.62% |
| Jyoti CNC Automation Ltd. | Industrials | Equity | 0.54% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 0.51% |
| Thermax Ltd | Industrials | Equity | 0.50% |
| Coromandel International Ltd | Materials | Equity | 0.48% |
| Others CBLO | Unspecified | CBLO | 0.39% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.39% |
| Net Receivables | Unspecified | Net Receivables | 0.27% |
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 | +6.1% | +4.5% | +23.7% | +23.2% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 8 | 6 | -- |
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) | |
|---|---|---|---|---|
 | +7.90% | +24.75% | 5,293.04 | |
 | +2.33% | +23.59% | 15,910.69 | |
 | +3.03% | +23.10% | 45,820.33 | |
 | +2.74% | +22.48% | 13,378.01 | |
 | +2.53% | +20.99% | 97,350.48 | |
| 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 Midcap Fund Direct Growth
JM Midcap 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 Midcap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,427 Cr and the Latest NAV as of 10 Jun 2026 is ₹20.98.
The JM Midcap 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₹13,426.97 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,