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Enter a Single character of a Scheme :
23 Sep 2026 | 15:09 IST
JM Mid Cap Fund - Regular (G)
Summary Info
Fund Name : JM Financial Mutual Fund
Scheme Name : JM Mid Cap Fund - Regular (G)
AMC : JM Financial Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 31-Oct-22
Fund Manager : Satish Ramanathan
Net Assets:(Rs. cr) 1360.29
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 1000
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 2.90 -1.73 2.31 22.71 7.84 17.75 NA 21.63
Category Avg 1.71 -2.10 1.00 13.38 3.07 13.28 11.99 13.01
Category Best 5.34 10.73 19.00 41.46 31.07 38.58 23.36 41.08
Category Worst -0.92 -5.77 -7.07 -4.22 -18.59 -4.32 -0.44 -12.28
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9902 5.4480 0.7237 1.0540 0.0407
Holdings Date :31-Aug-26
Company Name% Hold
One 97 3.53
Avalon Tech 3.05
Godfrey Phillips 2.90
IDFC First Bank 2.88
Bank of Maha 2.79
Marico 2.74
Coforge 2.55
Tube Investments 2.52
Bharat Forge 2.50
Ashok Leyland 2.48
Glenmark Pharma. 2.44
Motil.Oswal.Fin. 2.29
Multi Comm. Exc. 2.25
Acutaas Chemical 2.13
Sona BLW Precis. 2.03
Poonawalla Fin 1.92
Aurobindo Pharma 1.82
Mphasis 1.80
Endurance Tech. 1.77
J K Cements 1.75
360 ONE 1.73
Syrma SGS Tech. 1.69
SRF 1.60
Dixon Technolog. 1.59
B H E L 1.53
AU Small Finance 1.48
Arvind Ltd 1.47
Prestige Estates 1.44
Billionbrains 1.41
Wework India 1.38
Lenskart Solut. 1.36
Thermax 1.34
Mankind Pharma 1.34
Radico Khaitan 1.32
Cartrade Tech 1.25
E2E Networks 1.25
Garware Hi Tech 1.25
OneSource Speci. 1.21
Piramal Finance. 1.20
Sumitomo Chemi. 1.16
PB Fintech. 1.16
Apar Inds. 1.15
Waaree Energies 1.14
FSN E-Commerce 1.03
Hero Motocorp 1.00
Hitachi Energy 0.98
Alkem Lab 0.98
Titagarh Rail 0.97
Indian Hotels Co 0.92
M & M Fin. Serv. 0.90
Jana Small Finan 0.87
Exide Inds. 0.86
Aditya Infotech 0.81
Natl. Aluminium 0.79
H P C L 0.74
Apollo Tyres 0.73
BSE 0.72
Tinna Rubber 0.70
ACME Solar Hold. 0.64
Jyoti CNC Auto. 0.62
H U D C O 0.61
Linde India 0.61
Navin Fluo.Intl. 0.58
Horizon Industri 0.58
Cohance Life 0.50
Leap India 0.47
JSW Infrast 0.45
Swiggy 0.41
Coromandel Inter 0.40
Delhivery 0.37
Gaja Alternative 0.24
C C I 0.56
Net CA & Others 0.40
Asset Allocation
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