JM Mid Cap Fund - Direct - Growth
Equity Schemes by JM Financial Asset Management Limited
3Y Returns (CAGR)
19.18%
Expense Ratio
0.99%
as of 01/08/2026
AUM
₹200.33 Cr
Qtr End: Jun 26
NAV
₹21.784
as of 14/10/2026
3Y Returns (CAGR)
19.18%
Expense Ratio
0.99%
as of 01/08/2026
AUM
₹200.33 Cr
Qtr End: Jun 26
NAV
₹21.784
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.48% | -5.79% | 15.01% |
| 6M | 9.02% | 18.86% | 15.40% |
| 1Y | 4.98% | 4.98% | 18.21% |
| 3Y | 69.26% | 19.18% | 18.10% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 31/10/2022
- Fund Age
- 3.9 years
- Minimum Investment
- ₹1,000
- Fund House
- JM Financial Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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