
JM Mid Cap Fund(G)-Direct Plan
+17.94%
3Y annualised
+17.94%
3Y annualised
+0.93% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹22.27
Min. SIP amount
₹1,000
Fund size (AUM)
1360 Cr
Expense ratio
0.51%
Launched on
21 Nov 2022
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 17 Sep 2026
₹22.27
Min. SIP amount
₹1,000
Fund size (AUM)
1360 Cr
Expense ratio
0.51%
Launched on
21 Nov 2022
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
1.92%
Mid Cap
70.31%
Small Cap
25.53%
Others
2.24%
Sector Allocation
Automobile & Ancillaries
16.11%
Finance
11.62%
It
10.29%
Healthcare
9.20%
Bank
8.01%
Domestic Equities
7.46%
Capital Goods
6.76%
Fmcg
5.64%
Others
24.91%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 180D, Nil after 180D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Satish Ramanathan
Present
Asit Bhandarkar
Present
Deepak Gupta.
Present
Ruchi Fozdar
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
WOC Mid Cap Fund(G)-Direct Plan
Helios Mid Cap Fund(G)-Direct Plan
ITI Mid Cap Fund(G)-Direct Plan
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Mahindra Manulife Mid Cap Fund(G)-Direct Plan
Invesco India Midcap Fund(G)-Direct Plan
Mirae Asset Midcap Fund(G)-Direct Plan
FAQs
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