57
Mid CapHold
JM Mid Cap
JM · Direct–Growth · rank #14 of 34 by Smart Score
Data updated
Trailing returns
1 Year
9.3%
+4.3% vs index
3 Years
19.4%
+4.2% vs index
5 Years
—
Since launch
23.9%
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
+13.5%+10.3% 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 sortino 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 return19.41% · 78th percentile in category
Volatility18.94 · 11th percentile in category
Fund size1357.62 Cr · 19th percentile in category
Sortino ratio0.98 · 76th percentile in category
Sharpe ratio0.81 · 66th percentile in category
1Y return9.28% · 79th percentile in category
Top holdings
1.One 97 Communications Ltd3.53%
2.Avalon Technologies Ltd.3.05%
3.Godfrey Phillips India Ltd2.9%
4.IDFC First Bank Ltd2.88%
5.Bank of Maharashtra2.79%
71 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.