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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹370 Cr

Lock In Period

N/A

Expense Ratio

2.38

Benchmark

Nifty Large Midcap 250 Total Return

Exit Load

In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment.

Summary

Latest details for JM Large & Mid Cap Fund Growth include a ₹10.0464 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The JM Large & Mid Cap Fund Growth AUM is ₹370 Cr, with a lock-in of N/A years, expense ratio of 2.38%, and benchmark Nifty Large Midcap 250 Total Return. Exit load is - In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 8.60% returns, against a category average of -0.66% and a category best of 13.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.60-0.6613.98
6M-3.941.1064.49
1Y0.004.11137.57
3Y0.0011.90202.94

Portfolio Analysis

  • Equity: 97.63%
  • Debt: 2.36%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited3.88%
2. HDFC Bank Limited3.32%
3. IDFC First Bank Limited1.89%

1. Torrent Pharmaceuticals Limited2.35%
2. Dr. Reddy's Laboratories Limited1.69%
3. Lupin Limited1.31%
4. One Source Specialty Pharma Ltd1.27%

1. Bajaj Finance Limited2.53%
2. Shriram Finance Limited1.95%
3. Mahindra & Mahindra Financial Serv Ltd.1.43%

1. PERSISTENT SYSTEMS LTD2.34%
2. Coforge Limited1.84%
3. Tech Mahindra Limited1.17%

1. Max Financial Services Limited2.38%
2. ICICI Prudential AMC Ltd1.27%
3. Motilal Oswal Financial Services1.05%

1. LG Electronics India Limited2.66%
2. Dixon Technologies (India) Limited1.16%

1. Reliance Industries Limited3.50%

1. Bharti Airtel Limited3.18%

1. One 97 Communications Limited1.77%
2. PB Fintech Limited1.37%

1. JSW Energy Limited1.96%
2. The Tata Power Company Limited1.02%

1. Mahindra & Mahindra Limited1.95%
2. Maruti Suzuki India Limited1.00%

1. TVS Motor Company Limited1.46%
2. Hero MotoCorp Limited1.40%

1. Fortis Healthcare Limited2.58%

1. Bharat Electronics Limited1.49%
2. Hindustan Aeronautics Limited1.06%

1. Vedanta Limited2.32%

1. INDIA CEMENTS LTD1.26%
2. UltraTech Cement Limited0.98%

1. Eternal Limited1.32%
2. CarTrade Tech Limited0.87%

1. State Bank of India2.17%

1. Jindal Steel Limited2.13%

1. BSE Ltd2.00%

1. Coromandel International Limited1.96%

1. Oil India Limited1.95%

1. WAAREE ENERGIES LIMITED1.83%

1. The Phoenix Mills Limited0.98%
2. DLF Limited0.64%

1. InterGlobe Aviation Limited1.59%

1. Radico Khaitan Limited1.55%

1. Larsen & Toubro Limited1.54%

1. Adani Port & Special Economic Zone Ltd1.50%

1. KEI Industries Limited1.49%

1. Marico Limited1.46%

1. ITC Limited1.40%

1. Nippon Life India Asset Management Ltd1.29%

1. GE Vernova T&D India Limited1.27%

1. K.P.R. Mill Ltd1.12%

1. WeWork India Management Limited1.10%

About Fund

JM Large & Mid Cap Fund Growth managed by JM Financial Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹370 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.38. 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
This FundWhiteOak Capital Multi Cap Fund Growth42934.41 CR1.96
This FundThe Wealth Company Flexi Cap Fund Growth0195.12 CR2.34
This FundJM Large & Mid Cap Fund Growth0370.29 CR2.38
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundWhiteOak Capital Multi Cap Fund Growth9.68750
This FundThe Wealth Company Flexi Cap Fund Growth00
This FundJM Large & Mid Cap Fund Growth00
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

JM Large & Mid 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 & Mid Cap Fund Growth is 2.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Large & Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 8.60%
  • 6 Months : -3.94%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of JM Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 10.0464 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in JM Large & Mid 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 & Mid Cap Fund Growth is ₹370 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in JM Large & Mid 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