Mid Cap · Equity
JM Mid Cap Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.81
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.99
Downside-only Sharpe
Max Drawdown
-22.5%
Peak-to-trough · full history
Vol (3Y)
17.8%
Annualised σ of daily returns
Positive Days
59%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.81). Its worst peak-to-trough drop over the full history was 22.5% (moderate drawdowns) between 2024-09-24 and 2025-02-28. About 59% of trading days closed up. Profile: smooth NAV path.
YTD
+14.3%
Calendar YTD
1 Year
+9.2%
Trailing 12 mo
3 Year
+19.6%
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Mid Cap
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
HSBC Midcap Fund
HSBC Mutual Fund
|
+18.8% | +24.5% | — | — |
|
Invesco India Mid Cap Fund
Invesco Mutual Fund
|
+7.9% | +23.6% | +20.0% | — |
|
Invesco India Large & Mid Cap Fund
Invesco Mutual Fund
|
+6.6% | +22.7% | +17.4% | — |
|
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual Fund
|
+7.6% | +22.4% | +19.1% | — |
|
WhiteOak Capital Mid Cap Fund
WhiteOak Capital Mutual Fund
|
+13.2% | +22.2% | — | — |
|
ICICI Prudential Mid Cap Fund
ICICI Prudential Mutual Fund
|
+13.6% | +21.7% | +18.0% | — |
|
JM Mid Cap Fund (this fund)
JM Financial Mutual Fund
|
+9.2% | +19.6% | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.