JM Large Cap Fund - Direct - Growth
Equity Schemes by JM Financial Asset Management Limited
3Y Returns (CAGR)
11.19%
Expense Ratio
1.18%
as of 01/08/2026
AUM
₹88.98 Cr
Qtr End: Jun 26
NAV
₹179.592
as of 02/09/2026
3Y Returns (CAGR)
11.19%
Expense Ratio
1.18%
as of 01/08/2026
AUM
₹88.98 Cr
Qtr End: Jun 26
NAV
₹179.592
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.88% | 25.66% | 10.87% |
| 6M | 3.33% | 6.77% | 16.72% |
| 1Y | 2.79% | 2.79% | 14.25% |
| 3Y | 37.48% | 11.19% | 15.10% |
| 5Y | 66.53% | 10.74% | 14.76% |
Scheme Details
- Launch Date
- 01/04/1995
- Fund Age
- 31.4 years
- Minimum Investment
- ₹1,000
- Fund House
- JM Financial Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large Cap Fund (Equity Scheme)
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