NSE ScannerJM Financial Mutual Fund · Equity · Mid Cap · Direct plan
JM Mid Cap Fund - Direct Plan - Growth
₹20.7892NAV on 30 Oct 2026Expense ratio 0.95%
29 Oct 2025NAV low 17.64 · high 23.13-0.2%
In plain words
Over 3 years it returned +17.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.5%.
On 3-year return it ranks 7 of 28 funds in Mid Cap.
A monthly SIP over 3 years ended ₹10,701 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -5.1% | +1.9% |
| 3 months | -5.9% | -5.1% |
| 6 months | +3.2% | -3.2% |
| 1 year | -0.1% | -10.2% |
| 3 years (yearly) | +17.3% | +7.4% |
| Since start (yearly) | +20.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,782 | +2.4% |
| 3 years | ₹3,60,000 | ₹4,04,637 | +7.4% |
Other plan of this fund: JM Mid Cap Fund - Regular Plan - Growth