Mid CapHold

JM Midcap

JM · Direct–Growth · rank #15 / 33 Smart Score ke hisaab se

Data updated 24 Jul 2026

JM Midcap ka score 55/100 hai — 33 mein #15 Mid Cap fund (Hold). Mazbooti: 3 saal ka return (category mein 78th percentile) aur Sortino ratio (category mein 73th percentile). Kamzori: utaar-chadhaav (category mein 11th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)

1 saal

6.9%

+3.0% index ke muqable

3 saal

21.9%

+3.3% index ke muqable

5 saal

—

Launch se

23.6%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2023

47.3%

2024

37.8%

2025

-1.2%

2026

8.8%

Risk metrics

Sharpe ratio

0.95

↑ jitna zyada, utna accha

Sortino ratio

1.17

↑ jitna zyada, utna accha

Std deviation

19.45

↓ jitna kam, utna accha

Alpha

1.91

↑ jitna zyada, utna accha

Beta

0.99

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Midcap

3 saal 25.5%

WhiteOak Capital Mid Cap

3 saal 23.6%

Helios Mid Cap

3 saal —

Baroda BNP Paribas Mid Cap

3 saal 19.7%

Research aur education ke liye — investment advice nahi.

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