JM Midcap Fund Direct - Growth
JM Midcap Fund Direct - Growth: Mutual Fund Overview
JM Midcap Fund Direct - Growth is an Mid Cap mutual fund with over 3.34 years of performance history. The scheme manages an AUM of ₹1133.76 Cr and has a NAV of ₹17.6422. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -2.15%.
Equity, Mid Cap, Principal at very high risk
1 Year Return -2.15% at 24 Mar 2026 03:24 PM
Fund Details
NAV 17.6422
Sub-Type Mid Cap
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 3.34
Fund Size(in Crores) 1133.76
Fund Performance
1 Month -10.41%
3 Month -12.26%
6 Month -14.37%
1 Year -2.15%
3 Year 21.53%
5 Year 0.0%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation CBLO 0.28 State Development Loan 50.14 Net Payables -0.22 Debt Credit Ratings SOV 98.17 Cash & Call Money 1.83 Debt Category Rajasthan State 5.31 Uttar Pradesh State 9.92 GOI 48.03 Others 1.83
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.75%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Deepak Gupta
Education C.A, M.Com from Mumbai University
Experience Prior to Joining the JM AMC, he has worked with SBI Pension Funds Private Limited, Reliance Nippon Life Insurance and Access Asset Managers Private Limited
Gurvinder Singh Wasan
Education Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with JM Mutual, Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.
Chaitanya Choksi
Education Mr. Choksi is a MMS (Finance) and CFA.
Experience Prior to joining JM Financials he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
Ruchi Fozdar
Education Ms. Ruchi is a graduate in science and PGDBM in finance
Experience Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund
Satish Ramanathan
Education Mr. Ramanathan holds a B.Tech degree and has done MBA and CFA.
Experience Prior to joining JM Mutual Fund, he has worked with Sundaram BNP Paribas AMC and has an extensive experience in the asset management business with stints in Research division of Sundaram AMC and managing funds for Franklin Templeton. He has also worked with ICICI Securities for 4 years, with Birla Merlin & Dewoo Finance for 1 year, with ICRA Ltd. for 2 years and for 1 year with Tata Economic Consultancy Services.
Asit Bhandarkar
Education Mr. Bhandarkar is a B.Com (H) and MMS.
Experience Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 24
Date of Incorporation 2022-11-21
Total AUM 13300.49
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
JM Midcap Fund Direct - Growth FAQs
How to invest in JM Midcap Fund Direct - Growth?
Investing in JM Midcap Fund Direct - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for JM Midcap Fund Direct - Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of JM Midcap Fund Direct - Growth?
The term expense ratio for JM Midcap Fund Direct - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of JM Midcap Fund Direct - Growth is 0.75% as of 24 Mar 2026.
What is the NAV of JM Midcap Fund Direct - Growth?
The NAV of JM Midcap Fund Direct - Growth is ₹17.6422 as of 24 Mar 2026.
What is the AUM of JM Midcap Fund Direct - Growth?
The AUM (Assets Under Management) of JM Midcap Fund Direct - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of JM Midcap Fund Direct - Growth is ₹1133.76 Cr as of 24 Mar 2026.
What is the PE and PB ratio of JM Midcap Fund Direct - Growth?
The PE ratio of JM Midcap Fund Direct - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in JM Midcap Fund Direct - Growth?
Yes, you can invest in JM Midcap Fund Direct - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of JM Midcap Fund Direct - Growth in the last 5 years?
The return of JM Midcap Fund Direct - Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in JM Midcap Fund Direct - Growth?
The minimum SIP investment in JM Midcap Fund Direct - Growth depends on the fund's scheme rules and usually starts at a small amount. For JM Midcap Fund Direct - Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of JM Midcap Fund Direct - Growth?
The NAV of JM Midcap Fund Direct - Growth, as of 24 Mar 2026, is ₹17.6422.
Who manages the JM Midcap Fund Direct - Growth?
The fund managers responsible for JM Midcap Fund Direct - Growth are:
- Deepak Gupta
- Gurvinder Singh Wasan
- Chaitanya Choksi
- Ruchi Fozdar
- Satish Ramanathan
- Asit Bhandarkar