58
Mid CapHold
JM Mid Cap
JM · Direct–Growth · rank #13 of 34 by Smart Score
Data updated
Trailing returns
1 Year
3.8%
+4.0% vs index
3 Years
16.7%
+3.5% vs index
5 Years
—
Since launch
21.6%
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
+7.0%+9.1% vs index
Why this score
JM Mid Cap scores 58/100 — #13 of 34 Mid Cap fund (Hold). It stands out for 3y return and sharpe ratio — beating 75% of peers on 3y return. The main drag is its volatility (better than only 15% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
3Y return16.66% · 75th percentile in category
Volatility19.36 · 15th percentile in category
Sharpe ratio0.68 · 76th percentile in category
Fund size1303.78 Cr · 19th percentile in category
Alpha3.63 · 73rd percentile in category
1Y return3.76% · 76th percentile in category
Top holdings
1.One 97 Communications Ltd3.6%
2.Avalon Technologies Ltd.3.08%
3.Mankind Pharma Ltd.2.89%
4.Godfrey Phillips India Ltd2.86%
5.IDFC First Bank Ltd2.84%
72 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.