JM Midcap Fund (Regular)

Mid CapEquity Rank 13 of 35

NAV · Regular-Growth

—-0.04-0.19%

As of — · AMFI

NAV growth+5.1%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y all ahead

Consistency

Steady

positive in 3 of 4 years

Beats its Mid Cap category on 1Y & 3Y.

1Y return

+5.1%

+6.2 vs cat

3Y CAGR

+16.2%

+4.2 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

19.1%

3Y std dev

Go deeper on JM Midcap Fund (Regular)

Two data-only views, computed from this fund's real NAV history — no projections.

JM Midcap Fund (Regular) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.JM Midcap Fund (Regular) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

JM Midcap Fund (Regular) is a Mid Cap scheme from JM Financial. 3-year CAGR: about 16.2%. Worst historical drawdown: -23% in Feb 2025, recovered in 16 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF192K01MS2

NAV (Direct-Growth)

₹20.6243

Last 1Y

+5.14%

Oct 25Min ₹16.64 · Max ₹21.68 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Feb 2025

-23.1%

Peak ₹20.86 on 24 Sept 2024 → trough ₹16.05 on 28 Feb 2025 (5 months down).

Recovered in 16 months· 2 Jul 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.60%	+0.39%	16/ 40
1M	-3.58%	-4.19%	14/ 40
3M	+0.10%	-1.92%	8/ 39
6M	+19.53%	+7.69%	5/ 39
YTD	+8.55%	-2.13%	4/ 37
1Y	+5.14%	-1.03%	13/ 37
2Y	+3.05%	-1.05%	17/ 35
3Y	+16.16%	+11.98%	13/ 35

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

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