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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Mid Cap Fund median (34 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 25 Nov 2022 – 20 Aug 2026, limited by JM Midcap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | JM Midcap Fund | Nifty Midcap 150 |
|---|---|---|
| 25 Nov 2022 | ₹100.00 | ₹100.00 |
| 19 Mar 2023 | ₹98.45 | ₹95.07 |
| 10 Jul 2023 | ₹116.74 | ₹112.47 |
| 01 Nov 2023 | ₹128.00 | ₹121.78 |
| 23 Feb 2024 | ₹159.30 | ₹151.96 |
| 15 Jun 2024 | ₹195.58 | ₹173.30 |
| 07 Oct 2024 | ₹200.43 | ₹178.04 |
| 29 Jan 2025 | ₹182.86 | ₹163.12 |
| 22 May 2025 | ₹190.73 | ₹173.76 |
| 13 Sep 2025 | ₹204.66 | ₹180.58 |
| 05 Jan 2026 | ₹199.21 | ₹188.85 |
| 28 Apr 2026 | ₹201.75 | ₹186.05 |
| 20 Aug 2026 | ₹229.04 | ₹195.83 |
| Metric | JM Financial · Direct NAV ₹23.00 Very High risk ★★★☆☆ | Category median Mid Cap Fund · 34 funds |
|---|---|---|
| +12.66% | +9.87% | |
| +21.73% | +19.74% | |
| — | +17.84% | |
| — | +17.01% | |
| +24.85% | +19.29% | |
| +20.17% | — | |
| +24.18% | +20.53% | |
| — | +19.07% | |
| — | +18.49% | |
| Risk | ||
| 17.84% | 16.20% | |
| 0.85 | 0.83 | |
| 1.15 | 1.14 | |
| -22.54% | -32.95% | |
| Nifty Midcap 150 | — | |
| +3.32% | +2.33% | |
| 0.99 | 0.94 | |
| 107.3% | 98.4% | |
| 95.8% | 87.8% | |
| 0.98% | 0.97% | |
| ₹1,187Cr | ₹7,594Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 78% | 40% | |
| Ruchi Fozdar | — | |
| 25 Nov 2022 | — | |
| 67 | — | |
| 30.3% | — | |
| 1.2% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.