JM Large Cap Fund - Direct - Growth
Equity Scheme by JM Financial Asset Management Limited
3Y Returns (CAGR)
12.45%
Expense Ratio
1.12%
as of 01/07/2026
AUM
₹91.45 Cr
Qtr End: Mar 26
NAV
₹177.476
as of 17/07/2026
3Y Returns (CAGR)
12.45%
Expense Ratio
1.12%
as of 01/07/2026
AUM
₹91.45 Cr
Qtr End: Mar 26
NAV
₹177.476
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.73% | 7.09% | 12.57% |
| 6M | -1.32% | -2.62% | 17.81% |
| 1Y | 0.23% | 0.23% | 14.32% |
| 3Y | 42.18% | 12.45% | 15.07% |
| 5Y | 74.93% | 11.83% | 14.75% |
Scheme Details
- Launch Date
- 01/04/1995
- Fund Age
- 31.3 years
- Minimum Investment
- ₹5,000
- Fund House
- JM Financial Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large Cap Fund (Equity Scheme)
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