JM Large Cap Fund - Direct - Growth
Equity Schemes by JM Financial Asset Management Limited
3Y Returns (CAGR)
10.39%
Expense Ratio
1.18%
as of 01/08/2026
AUM
₹88.98 Cr
Qtr End: Jun 26
NAV
₹171.863
as of 16/10/2026
3Y Returns (CAGR)
10.39%
Expense Ratio
1.18%
as of 01/08/2026
AUM
₹88.98 Cr
Qtr End: Jun 26
NAV
₹171.863
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.18% | -12.14% | 12.16% |
| 6M | -1.49% | -2.96% | 12.37% |
| 1Y | -5.22% | -5.22% | 14.74% |
| 3Y | 34.52% | 10.39% | 15.16% |
| 5Y | 51.95% | 8.73% | 14.79% |
Scheme Details
- Launch Date
- 01/04/1995
- Fund Age
- 31.5 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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