JM Mid Cap Fund - Regular Plan - Growth Option
NAV as on 08-09-2026
₹ 21.4043
₹
0.01
(
0.0659%)
AUM as on 31-07-2026
1,289.04 Cr
Rtn (Since Inception)
22.12%
JM Mid Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Mid Cap |
| Launch Date: | 21-11-2022 |
| Assets Class: | Equity |
| Benchmark: | Nifty Midcap 150 TRI |
| TER: | 2.36% As on (31-07-2026) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 1000.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 1,289.04 Cr As on (31-07-2026) |
| Turn over: | 1.0674 |
| Exit Load: | In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment, No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment, No Entry / Exit Load shall be levied on units allotted on Reinvestment of Income Distribution cum Capital Withdrawal Option, In respect of Systematic Transactions such as SIP,STP, SWP, Exit Load, if any, prevailing on the date of registration / enrolment for SIP/STP/SWP shall be levied for all the opted Installments. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| JM Mid Cap Fund Reg Gr | 21-11-2022 | 10.81 | 3.21 | 16.84 | 0.0 | 0.0 |
| HSBC Midcap Fund Reg Gr | 09-08-2004 | 22.54 | 10.87 | 23.28 | 18.47 | 16.67 |
| ICICI Pru Mid Cap Fund Reg Gr | 10-10-2004 | 16.75 | 8.71 | 20.57 | 17.22 | 15.88 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 15.93 | 9.56 | 20.3 | 0.0 | 0.0 |
| Helios Mid Cap Fund Reg Plan Gr Plan | 13-03-2025 | 13.68 | 0.0 | 0.0 | 0.0 | 0.0 |
| ITI Mid Cap Fund Reg Gr | 05-03-2021 | 13.29 | 2.56 | 18.23 | 14.82 | 0.0 |
| MahIndra Manulife Mid Cap Fund Reg Gr | 05-01-2018 | 12.71 | 3.18 | 16.52 | 16.89 | 0.0 |
| Baroda BNP Paribas Mid Cap Fund Gr | 02-05-2006 | 11.62 | 3.82 | 15.4 | 14.11 | 14.59 |
| Bandhan Midcap Fund Reg Gr | 05-08-2022 | 11.45 | 5.19 | 16.6 | 0.0 | 0.0 |
| Mirae Asset Midcap Reg | 01-07-2019 | 11.01 | 5.01 | 14.73 | 14.74 | 0.0 |
Asset Allocation & Portfolio
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Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
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