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Mid Cap · Equity

JM Mid Cap Fund

JM Financial Mutual Fund
Benchmark
Nifty Midcap 150 TRI
Riskometer
Very High
Size
₹1,299 cr
Allotted
21 Nov 2022
Holdings as of
Not on record

JM Mid Cap Fund is a mid cap fund of JM Financial Mutual Fund with ₹1,299 cr under management. It is ahead of its benchmark (Nifty Midcap 150 TRI) in 2 of 2 periods. Its direct plan charges 0.93% a year. Satish Ramanathan has managed it for 3.9 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has JM Mid Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty Midcap 150 TRI, in 2 of 2 periods in AMFI's figures; +5.86% over the last year against +1.00%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty Midcap 150 TRIAhead
1 month−3.53% −4.48% —
3 months−1.68% −5.57% —
6 months+11.11% +1.17% —
1 year+6.71% +1.66% +5.05 pts
3 years+17.33% +13.63% +3.70 pts
5 years— +13.29% —
10 years— +16.21% —
Since start
from 25 Nov 2022
+22.06%——
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty Midcap 150 TRI) in 2 of 2 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +5.86%+4.28%+1.00% +4.86 🔒
3y +17.36%+15.45%+13.62% +3.74 🔒
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Mid Cap funds, and how steady the lead is, in the app

Value of 100, month-end

Nov 2022 to 14 Oct 2026
50100150200250 20232025
Fund 216Nifty Midcap 150 TRI 185

₹100 put in at the start of Nov 2022 would be ₹216 on 14 Oct 2026, against ₹185 in the Nifty Midcap 150 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does JM Mid Cap Fund cost?

0.93% a year on the direct plan, 2.44% on the regular plan; 16 of 34 funds in its category charge less.

Direct plan
0.93% a year
Category median 0.94%
Regular plan
2.44% a year
Category median 2.01%
Gap
1.51 points
for the same holdings
16 of 34 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - Mid Cap Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages JM Mid Cap Fund?

Satish Ramanathan, since 21 Nov 2022; Asit Bhandarkar, since 21 Nov 2022; Deepak Gupta, since 21 Nov 2022.

Satish Ramanathan
3.9 years
since 21 Nov 2022
Asit Bhandarkar
3.9 years
since 21 Nov 2022
Deepak Gupta
3.9 years
since 21 Nov 2022
And 1 more; every manager, the other funds each runs and the changes over time are in the app.
Benchmark as filedNIFTY MIDCAP 150 (Total Return Index)
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.
From 7 Scheme Summary Documents filed with NSE, first on 31 Aug 2026; as on 13 Oct 2026

What does JM Mid Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages JM Mid Cap Fund?

Satish Ramanathan (manager) since 21 Nov 2022; Asit Bhandarkar (manager) since 21 Nov 2022; Deepak Gupta (manager) since 21 Nov 2022; Ruchi Fozdar (manager) since 21 Nov 2022.

What is the expense ratio of JM Mid Cap Fund?

0.93% a year on the direct plan and 2.44% on the regular plan (expense report, Oct 2026).

How has JM Mid Cap Fund done?

Its direct plan returned +17.36% a year over 3 years against +13.62% for its benchmark, Nifty Midcap 150 TRI, as of 13 Oct 2026.

Inside the app

See JM Mid Cap Fund beside your own funds in Valarth

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JM Mid Cap Fund in the app: beside your own funds, with what you own through them

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