NAV
₹10.8013
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +7.48%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.88%
SIP returns (XIRR)
- 1Y
- +11.42%
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.42%
Performance Comparison
Thinking about JM Large and Midcap Fund · Direct · Growth?
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Fund Details
Fund HouseJM Financial Mutual Fund
CategoryLarge & Mid Cap
Launch Date25 Jul 2025
AMFI Code153629
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadCurrent Exit Load 1% if redeemed switched-out within180 days from the date of allotment. For lumpsum investment switch in the applicable exit load will be as on the date of allotment. For SIP STP in investments exit load will be based on the load structure as on the registration date
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
JM Large and Midcap Fund · Direct · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
JM Large and Midcap Fund · Direct · Growth is a Large & Mid Cap mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 1 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations