JM Large Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

JM Large Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹402 Cr

Lock In Period

N/A

Expense Ratio

2.6

Exit Load

If the units are redeemed/switched out on or before 30 days from the date of allotment - 1.00%.If the units are redeemed / switched out after 30 days from the date of allotment - Nil.

Benchmark

BSE Sensex Total Return

JM Large Cap Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.200.2016.99
6M-0.382.5822.66
1Y1.634.6226.63
3Y11.7413.2287.46

Portfolio Analysis

  • Equity: 97.91%
  • Debt: 2.13%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Limited5.65%
2. ICICI Bank Limited5.47%
3. Axis Bank Limited2.80%
4. Kotak Mahindra Bank Limited2.61%

1. Coforge Limited1.78%
2. Tech Mahindra Limited1.69%
3. LTIMindtree Ltd1.26%
4. Infosys Limited1.16%
5. Billionbrains Garage Ventures Ltd.0.97%

1. Bajaj Finance Limited3.19%
2. Shriram Finance Limited2.30%

1. Torrent Pharmaceuticals Limited2.90%
2. Divi's Laboratories Limited1.83%

1. Mahindra & Mahindra Limited2.52%
2. Maruti Suzuki India Limited1.86%

1. State Bank of India4.32%

1. Bharti Airtel Limited3.85%

1. TVS Motor Company Limited2.09%
2. Bajaj Auto Limited1.72%

1. Reliance Industries Limited3.28%

1. JSW Energy Limited1.84%
2. NTPC Limited1.36%

1. Larsen & Toubro Limited2.93%

1. Apollo Hospitals Enterprise Limited2.62%

1. Adani Port & Special Economic Zone Ltd2.41%

1. Titan Company Limited2.35%

1. United Spirits Limited2.13%

1. One 97 Communications Limited2.06%

1. The Indian Hotels Company Limited1.76%

1. 360 ONE WAM LIMITED1.76%

1. UltraTech Cement Limited1.73%

1. Eternal Limited1.70%

1. Britannia Industries Limited1.66%

1. InterGlobe Aviation Limited1.63%

1. Hindustan Zinc Limited1.19%

1. Tata Consumer Products Limited1.19%

1. Bharat Electronics Limited1.17%

1. Prestige Estates Projects Limited1.13%

1. Cummins India Limited1.13%

1. Tata Steel Limited1.12%

1. Polycab India Limited1.10%

1. SRF Limited1.08%

1. Adani Enterprises Limited1.07%

1. Samvardhana Motherson International Ltd1.01%

1. Vedanta Aluminium Metal Limited1.01%
No Data Found
No Data Found

About Fund JM Large Cap Fund Growth

JM Large Cap Fund Growth managed by JM Financial Mutual Fund,is a Large-capscheme with Assets Under Management of ₹402 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2.6. Under the expert guidance of Asit Bhandarkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Asit Bhandarkar

Mr. Asit is an Commerce graduate and MMS. He has 7 years of experience in equity research and Fund Management. His last assignment was as Fund Manager with Lotus India AMC. Prior to that he was with SBI Funds Management. He also has been an Equity Analyst with broking houses.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
DSP Large Cap Fund Growth47,227 CR2.19
Groww Large Cap Fund Growth0136 CR2.66
JM Large Cap Fund Growth2401 CR2.6
IDBI India Top 100 Equity Fund Growth3654 CR2.41
Fund Name1Y3Y
This FundDSP Large Cap Fund Growth-2.438539.1838
This FundGroww Large Cap Fund Growth0.834739.3464
This FundJM Large Cap Fund Growth1.630239.4995
This FundIDBI India Top 100 Equity Fund Growth15.390681.0578

JM Large Cap Fund Growth FAQs

JM Large Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of JM Large Cap Fund Growth is 2.6. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Large Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 2.20%
  • 6 Months : -0.38%
  • 1 Year : 1.63%
  • 3 Years : 11.74%
Returns of JM Large Cap Fund Growth are updated daily based on NAV of ₹ 156.1393 as on Aug 20,2026. Since inception, the return has been 39.50%.

You can invest in JM Large Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of JM Large Cap Fund Growth is ₹402 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in JM Large Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.