Large & Mid Capregulargrowth
JM Large & Mid Cap Fund (Regular) - Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.38%
1 Month-10.34%
3 Months-13.12%
6 Months-10.50%
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jul 2025)-10.89%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Jul 2025)-26.92%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹406 Cr
Expense Ratio2.38%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date30 Jul 2025
AMFI Code153627
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
JM Large & Mid Cap Fund (Regular) - Growth Option 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 & Mid Cap Fund (Regular) - Growth Option is a Large & Mid Cap mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹406 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.38%.
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