JM Large & Mid Cap Fund - Direct - Growth
Equity Schemes by JM Financial Asset Management Limited
1Y Returns (CAGR)
-0.80%
Expense Ratio
1.04%
as of 01/08/2026
AUM
₹19.46 Cr
Qtr End: Jun 26
NAV
₹10.44
as of 16/10/2026
1Y Returns (CAGR)
-0.80%
Expense Ratio
1.04%
as of 01/08/2026
AUM
₹19.46 Cr
Qtr End: Jun 26
NAV
₹10.44
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 | -2.39% | -9.23% | 13.50% |
| 6M | 2.71% | 5.49% | 13.43% |
| 1Y | -0.80% | -0.80% | 15.59% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 04/07/2025
- Fund Age
- 1.3 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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