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)

₹416 Cr

Lock In Period

N/A

Expense Ratio

2.45

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

Summary

JM Large Cap Fund Growth NAV is ₹150.5625 as of 22 Jun, 2026. JM Large Cap Fund Growth has delivered 40.01% returns since its launch. The minimum SIP investment amount in JM Large Cap Fund Growth is ₹100. The AUM of JM Large Cap Fund Growth is ₹416 Cr. The expense ratio of the fund is 2.45%, and its benchmark is BSE Sensex Total Return. The current exit load of the fund 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 last 1M months, JM Large Cap Fund Growth has delivered 3.05% returns.

JM Large Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.051.1216.99
6M-3.462.3922.66
1Y0.265.1726.63
3Y11.8715.1487.46

Portfolio Analysis

  • Equity: 98.21%
  • Debt: 1.80%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Limited6.33%
2. ICICI Bank Limited4.39%
3. Axis Bank Limited2.59%
4. Kotak Mahindra Bank Limited2.48%

1. Infosys Limited2.45%
2. Tech Mahindra Limited2.21%
3. LTIMindtree Ltd1.13%
4. Coforge Limited0.72%

1. Shriram Finance Limited2.72%
2. Bajaj Finance Limited2.46%
3. Muthoot Finance Limited1.27%

1. Reliance Industries Limited5.74%

1. Torrent Pharmaceuticals Limited2.42%
2. Divi's Laboratories Limited1.47%
3. Dr. Reddy's Laboratories Limited1.26%

1. State Bank of India3.92%

1. Bharti Airtel Limited3.91%

1. Mahindra & Mahindra Limited2.18%
2. Maruti Suzuki India Limited1.66%

1. JSW Energy Limited2.15%
2. NTPC Limited1.46%

1. Bajaj Auto Limited1.77%
2. TVS Motor Company Limited1.57%

1. Larsen & Toubro Limited3.17%

1. Adani Port & Special Economic Zone Ltd2.68%

1. Apollo Hospitals Enterprise Limited2.53%

1. Hindalco Industries Limited2.29%

1. UltraTech Cement Limited1.85%

1. InterGlobe Aviation Limited1.74%

1. United Spirits Limited1.73%

1. Tata Steel Limited1.73%

1. Titan Company Limited1.69%

1. One 97 Communications Limited1.66%

1. 360 ONE WAM LIMITED1.66%

1. Britannia Industries Limited1.54%

1. The Indian Hotels Company Limited1.51%

1. ITC Limited1.45%

1. Bharat Electronics Limited1.43%

1. Cummins India Limited1.41%

1. Polycab India Limited1.36%

1. Eternal Limited1.36%

1. Trent Limited1.20%

1. HDFC Life Insurance Company Limited1.17%

1. Prestige Estates Projects Limited1.15%

1. SRF Limited1.08%

1. CG Power And Industrial Solutions Ltd1.01%

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 ₹416 Crore. The fund benchmarks its performance against the BSE Sensex Total Return while maintaining an expense ratio of 2.45. 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
Kotak Large Cap Fund - Growth410516.39 CR1.76
Tata Large Cap Fund - Growth32681.7 CR1.96
JM Large Cap Fund Growth2415.75 CR2.45
IDBI India Top 100 Equity Fund Growth3654.87 CR2.41
Fund Name1Y3Y
This FundKotak Large Cap Fund - Growth-0.575739.5262
This FundTata Large Cap Fund - Growth2.050939.5797
This FundJM Large Cap Fund Growth0.26240.005
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 2.45. 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 : 3.05%
  • 6 Months : -3.46%
  • 1 Year : 0.26%
  • 3 Years : 11.87%
Returns of JM Large Cap Fund Growth are updated daily based on NAV of ₹ 150.5625 as on Jun 19,2026. Since inception, the return has been 40.01%.

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 ₹416 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.