Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹1000
AUM (Fund size)
₹443 Cr
Lock In Period
N/A
Expense Ratio
2.42
Benchmark
BSE Sensex Total Return
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.
Summary
Latest details for JM Large Cap Fund Growth include a ₹146.9814 NAV as of Mar 11,2026 and returns since inception of 49.75%. Minimum investments start at SIP ₹100. The JM Large Cap Fund Growth AUM is ₹443 Cr, with a lock-in of N/A years, expense ratio of 2.42%, and benchmark BSE Sensex Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -5.50% returns, against a category average of -0.94% and a category best of 16.99%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.50 | -0.94 | 16.99 |
| 6M | -2.56 | 2.24 | 22.66 |
| 1Y | 9.48 | 6.59 | 26.63 |
| 3Y | 14.41 | 14.57 | 87.46 |
Portfolio Analysis
- Equity: 97.84%
- Debt: 2.16%
- Others
As on: 2026-01-31
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About Fund
JM Large Cap Fund Growth managed by JM Financial Mutual Fund,is a Large-capscheme with Assets Under Management of ₹443 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2.42. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Large Cap Fund - Growth | 3 | 2783.6 CR | 1.99 |
| This FundAditya Birla Sun Life Large Cap Fund Growth | 5 | 30094.33 CR | 1.63 |
| This FundJM Large Cap Fund Growth | 2 | 442.78 CR | 2.42 |
| This FundIDBI India Top 100 Equity Fund Growth | 3 | 654.87 CR | 2.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Large Cap Fund - Growth | 9.3809 | 48.8454 |
| This FundAditya Birla Sun Life Large Cap Fund Growth | 8.7288 | 49.6236 |
| This FundJM Large Cap Fund Growth | 9.4847 | 49.7451 |
| This FundIDBI India Top 100 Equity Fund Growth | 15.3906 | 81.0578 |
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 2.42. 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 : -5.50%
- 6 Months : -2.56%
- 1 Year : 9.48%
- 3 Years : 14.41%
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 ₹443 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.
Min Inv Amount: ₹500