JM Mid Cap Fund Direct Growth

Scheme code: INF192K01MV6 NAV value: ₹ 18.1341 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-6.42	76.42	22.66	30.33	15.28
3 year	21.96	27.91	25.47	25.28	21.43

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.67	29.34	7.42	30.33
3 year	15.3	43.58	27.78	25.28
5 year	7.91	39.21	20.09
7 year	13.5	21.86	17.81
10 year	16.87	18.91	17.89

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	28.08	6.29	30.33
3 year	14.23	41.28	26.95	25.28
5 year	6.48	37.55	19
7 year	12.21	21.09	16.46
10 year	15.45	17.15	16.3

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	27.36	5.68	30.33
3 year	13.61	40.17	26.17	25.28
5 year	8.66	36.78	20.21
7 year	13.58	21.55	17.84
10 year	-2.62	18.41	4.88
12 year	5.38	16.18	11.75
15 year	8.06	15.35	11.83

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.61	26.07	0.25	30.33
3 year	14.52	42.73	29.83	25.28
5 year	12.34	40.38	25.7
7 year	17.57	27.09	22.54
10 year	20.31	22.09	21.2

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.9	19.63	1.22	30.33
3 year	4.76	26.92	14.86	25.28
5 year	6.69	25.56	15.33
7 year	8.9	16.84	13.58
10 year	12.86	14.33	13.59

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,28,306 - Absolute Returns: ₹1,28,306 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,90,914 - Absolute Returns: ₹9,90,914 - CAGR: %

Max Drawdown

-22.54 %

Drawdown Duration

5 months

Avg Drawdown

-4.96 %

1 Y

1.3457

3 Y

1.1216

vs NIFTY MIDCAP 150

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-5.41	0.98	95.5	100.7	6.25 %	11.76 %
3 years	1.55	0.99	99.5	97.9	22.60 %	21.26 %
5 years	1.65	0.98	99.9	97.2	12.45 %	10.88 %
7 years	1.10	0.98	99.9	97.2	8.74 %	7.66 %
10 years	0.72	0.98	99.9	97.2	6.04 %	5.30 %
12 years	0.57	0.98	99.9	97.2	5.01 %	4.40 %
15 years	0.44	0.98	99.9	97.2	3.99 %	3.50 %