JM Large Cap Fund - Direct - Growth
A Equity Scheme by JM Financial Asset Management Limited
3Y Returns (CAGR)
15.10%
Expense Ratio
0.93%
as of 01/03/2026
AUM
₹96.11 Cr
Qtr End: Dec 25
NAV
₹174.299
as of 17/04/2026
3Y Returns (CAGR)
15.10%
Expense Ratio
0.93%
as of 01/03/2026
AUM
₹96.11 Cr
Qtr End: Dec 25
NAV
₹174.299
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.08% | -11.78% | 22.39% |
| 6M | -3.82% | -7.50% | 16.87% |
| 1Y | 3.41% | 3.41% | 14.45% |
| 3Y | 52.50% | 15.10% | 14.80% |
| 5Y | 92.32% | 13.97% | 14.60% |
Scheme Details
- Launch Date
- 01/04/1995
- Fund Age
- 31 years
- Minimum Investment
- ₹5,000
- Fund House
- JM Financial Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Motilal Oswal Large Cap Fund - Direct - Growth | - | 0.98% | ₹950.22 |
| WhiteOak Capital Large Cap Fund - Direct - Growth | 17.05% | 0.67% | ₹115.95 |
| Nippon India Large Cap Fund - Direct - Growth | 17.15% | 1.61% | ₹15,851.33 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct - Growth | 16.46% | 0.85% | ₹24,358.84 |
| BANDHAN LARGE CAP FUND - Direct - Growth | 16.16% | 0.86% | ₹329.95 |
| Mirae Asset Large Cap Fund - Direct - Growth | 12.33% | 0.86% | ₹15,837.34 |
| Kotak Large Cap Fund - Direct - Growth | 14.62% | 0.63% | ₹2,770.27 |