EquityMid Cap FundDirect · Growth
JM Midcap Fund (Direct) - Growth
JM Financial · Scheme 150815
₹22.95▲ 0.38%NAV · 2026-09-18
Excellent FundScore
AUM
₹1,295 cr
Expense ratio
0.97%
3Y CAGR
21.7%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Midcap 150 TRI
Fund manager: Satish RamanathanExit load: Exit load of 1% if redeemed within 180 days.
Excellent · 81/100
A standout fund on our data — strong across almost every dimension.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Compounding well recently — 21.7% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +21.7%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
FundScore breakdown
81/100 · Excellent
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Decent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.