JM Large & Mid Cap Fund - Direct - Growth
Equity Scheme by JM Financial Asset Management Limited
1Y Returns (CAGR)
5.84%
Expense Ratio
1.00%
as of 01/07/2026
AUM
₹21.64 Cr
Qtr End: Mar 26
NAV
₹10.643
as of 17/07/2026
1Y Returns (CAGR)
5.84%
Expense Ratio
1.00%
as of 01/07/2026
AUM
₹21.64 Cr
Qtr End: Mar 26
NAV
₹10.643
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 | 4.71% | 20.21% | 13.33% |
| 6M | 3.62% | 7.38% | 18.43% |
| 1Y | 5.84% | 5.84% | 14.96% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 04/07/2025
- Fund Age
- 1 years
- Minimum Investment
- ₹1,000
- Fund House
- JM Financial Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large & Mid Cap Fund (Equity Scheme)
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