JM Mid Cap Fund Direct Growth

Scheme code: INF192K01MV6 NAV value: ₹ 18.3591 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 29.77 81.31 56.48 46.76

Comparison vs benchmark returns

Index Metrics
NIFTY MIDCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.29 70.78 45.74 56.48
3 year 17.23 32.24 25.94
5 year 20.64 32.41 26.7
7 year 14.08 20.56 18.09
10 year 14.89 21.02 17.75
NIFTY MIDCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.1 68.66 47.21 56.48
3 year 17.16 31.71 25.61
5 year 20.26 31.67 26.2
7 year 13.13 19.18 16.67
10 year 14.57 20.81 17.86
NIFTY MIDCAP 150
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.34 65.66 45.64 56.48
3 year 16.36 30.89 24.93
5 year 21.11 31.93 26.72
7 year 14.28 20.7 18.26
10 year 15.84 22.38 19.39
NIFTY MIDCAP150 MOMENTUM 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.55 84.98 58.48 56.48
3 year 17.94 42.14 30.5
5 year 28.43 40.36 34.39
7 year 18.07 26.48 23.71
10 year 20.42 28.64 25.75
NIFTY MIDCAP150 QUALITY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 6.56 47.48 31.63 56.48
3 year 6.62 17.63 13.26
5 year 13.89 23.2 18.63
7 year 10.19 16.77 14.29
10 year 12.77 19.08 16.34

Rolling return for 1 year

Average return: 56.48%
Min Max Min-Max Max-Min Standard Deviation Mean From To
38.41 29.77 38.41 29.77 4.32 34.09 01-2024 01-2025
39.27 39.98 44.3 35.1 3.26 39.66 12-2023 12-2024
49.32 43.96 59.75 34.56 9.11 46.9 11-2023 11-2024
55.45 57.12 67.87 45.49 7.94 56.48 10-2023 10-2024
56.8 57.93 63.68 51.3 4.4 57.43 09-2023 09-2024
57.78 58.79 69.07 48.19 7.39 58.46 08-2023 08-2024
71.5 66.03 79.16 58.93 7.41 68.9 07-2023 07-2024
59.51 71.15 80.35 51.37 11.04 65.6 06-2023 06-2024
67.64 70.61 81.31 57.75 8.4 69.33 05-2023 05-2024
62.34 73.05 78.84 57.09 8.57 67.83 04-2023 04-2024
53.71 54.88 64.81 44.46 7.21 54.46 03-2023 03-2024
57.89 59.26 66.19 51.31 5.28 58.66 02-2023 02-2024