57
Mid CapHold
JM Mid Cap
JM · Direct–Growth · rank #14 of 34 by Smart Score
Data updated
Trailing returns
1 Year
14.4%
+3.8% vs index
3 Years
19.9%
+3.3% vs index
5 Years
—
Since launch
24.5%
Year-by-year performance
2023
+47.3%+3.0% vs index
2024
+37.8%+13.6% vs index
2025
-1.2%-7.0% vs index
2026
+14.1%+9.4% vs index
Why this score
JM Mid Cap scores 57/100 — #14 of 34 Mid Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 78% of peers on 3y return. The main drag is its volatility (better than only 11% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return19.94% · 78th percentile in category
Volatility19.45 · 11th percentile in category
Fund size1289.04 Cr · 19th percentile in category
Sharpe ratio0.95 · 63rd percentile in category
1Y return14.37% · 79th percentile in category
Alpha1.91 · 66th percentile in category
Top holdings
1.Bharat Forge Ltd3.56%
2.Godfrey Phillips India Ltd3.17%
3.Marico Ltd3.06%
4.IDFC First Bank Ltd2.97%
5.One 97 Communications Ltd2.9%
68 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.