JM Large & Mid Cap Fund - Direct - Growth
Equity Schemes by JM Financial Asset Management Limited
1Y Returns (CAGR)
6.82%
Expense Ratio
1.04%
as of 01/08/2026
AUM
₹19.46 Cr
Qtr End: Jun 26
NAV
₹10.931
as of 02/09/2026
1Y Returns (CAGR)
6.82%
Expense Ratio
1.04%
as of 01/08/2026
AUM
₹19.46 Cr
Qtr End: Jun 26
NAV
₹10.931
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 | 8.35% | 37.81% | 11.76% |
| 6M | 11.19% | 23.64% | 17.30% |
| 1Y | 6.82% | 6.82% | 15.02% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 04/07/2025
- Fund Age
- 1.1 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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