JM Midcap Fund - Direct (G) logo

JM Midcap Fund Direct Growth

NAV ₹20.67 as on 17 Nov 2025

RiskVery High

Fund Size₹1,477.25Cr

NAV₹20.67 as on 17 Nov 2025
RiskVery High
Fund Size₹1,477.25Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

1.00% - If redeemed / switched out within 180 days from the date of allotment. Nil - If redeemed/switched out after 180 days from the date of allotment.

Basic Details

Age

3 years 0 months (Since Nov 21, 2022)

Return since Launch

27.47%

Expense ratio

0.51%

Type

OPEN

AUM (Fund Size)

₹1,477.25

Risk Grade

Very High

Benchmark

Nifty Midcap 150 TRI

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Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Satish Ramanathan

Experience:

He has more than 20 years of experience in equity research and fund management. He joined Sundaram AMC in April 2007. Before joining Sundaram AMC he was worked with ICICI Securities and Franklin Templeton.

Scheme Holding Summary

Financial Services

BSE Ltd

4.09%

Tobacco Products

Stock/ Commodity Brokers

Cement

Consumer Durables

IT - Software

Capital Goods-Non Electrical Equipment

Capital Goods - Electrical Equipment

Automobile

Quick Service Restaurant

FMCG

E-Commerce/App based Aggregator

Pharmaceuticals

Lupin Ltd

1.00%

Banks

Electronics

Finance

Healthcare

Textiles

Castings, Forgings & Fastners

Realty

Agro Chemicals

Retail

Miscellaneous

Debt Others

Clearing Corporation of India Ltd

1.21%

Packaging

Steel

Logistics

Plantation & Plantation Products

Fertilizers

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#29 in India
Total AUM₹14,901.83Cr
Date of Incorporation09 Jun 1994
JM Midcap Fund Direct Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 21 Nov 2022. The fund currently has an Asset Under Management(AUM) of ₹14,901.83 Cr and the Latest NAV as of 17 Nov 2025 is ₹20.67.
The JM Midcap Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹1,000. Exit load of 1.00% - If redeemed / switched out within 180 days from the date of allotment. Nil - If redeemed/switched out after 180 days from the date of allotment. .
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Returns and Rankings

Category: Equity Mid Cap Fund

1Y3Y5YAll
Fund returns7.09%--12.90%
Category average8.32%6.91%4.59%-
Rank within category232825-

FAQ’s

What kind of returns does JM Midcap Fund Direct Growth provide?

JM Midcap Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by JM Midcap Fund Direct Growth?

The Expense Ratio charged by JM Midcap Fund Direct Growth is 0.51%.

What is the AUM size of JM Midcap Fund Direct Growth?

The AUM size of JM Midcap Fund Direct Growth is ₹1,477.25Cr.

What is the minimum SIP amount that you can invest in JM Midcap Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in JM Midcap Fund Direct Growth .

What are the top stock holdings of JM Midcap Fund Direct Growth?

The top stock holdings of JM Midcap Fund Direct Growth include , BSE Ltd , Godfrey Phillips India Ltd

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.