JM Large & Mid Cap Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

JM Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹447 Cr

Lock In Period

N/A

Expense Ratio

2.64

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.

Benchmark

Nifty Large Midcap 250 Total Return

JM Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.010.605.72
6M6.582.8929.78
1Y5.995.5240.44
3Y0.0014.69134.87

Portfolio Analysis

  • Equity: 98.75%
  • Debt: 1.22%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited3.56%
2. HDFC Bank Limited2.81%
3. IDFC First Bank Limited1.68%
4. City Union Bank Limited1.22%

1. Coforge Limited2.35%
2. PERSISTENT SYSTEMS LTD1.91%
3. Tech Mahindra Limited1.65%
4. Billionbrains Garage Ventures Ltd.1.51%

1. Bajaj Finance Limited2.98%
2. Shriram Finance Limited2.15%
3. Mahindra & Mahindra Financial Serv Ltd.1.59%

1. Torrent Pharmaceuticals Limited2.36%
2. Lupin Limited1.46%
3. Mankind Pharma Limited1.41%

1. Dixon Technologies (India) Limited1.99%
2. LG Electronics India Limited1.88%

1. One 97 Communications Limited2.31%
2. PB Fintech Limited1.28%

1. Max Financial Services Limited1.98%
2. Motilal Oswal Financial Services1.40%

1. Fortis Healthcare Limited1.69%
2. Aster DM Healthcare Limited1.61%

1. JSW Energy Limited1.91%
2. The Tata Power Company Limited1.06%

1. Eternal Limited1.44%
2. CarTrade Tech Limited1.41%

1. Mahindra & Mahindra Limited1.85%
2. Maruti Suzuki India Limited0.95%

1. Bharti Airtel Limited2.45%

1. Reliance Industries Limited2.31%

1. Hindustan Aeronautics Limited1.52%
2. Bharat Electronics Limited0.76%

1. Adani Port & Special Economic Zone Ltd1.19%
2. JSW Infrastructure Limited0.95%

1. INDIA CEMENTS LTD1.20%
2. UltraTech Cement Limited0.90%

1. Radico Khaitan Limited2.09%

1. Sansera Engineering Limited1.07%
2. CRAFTSMAN AUTOMATION LIMITED1.02%

1. KEI Industries Limited1.08%
2. Diamond Power Infrastructure Limited0.80%

1. State Bank of India1.88%

1. Marico Limited1.81%

1. BSE Ltd1.78%

1. UNO Minda Limited1.75%

1. GE Vernova T&D India Limited1.74%

1. WeWork India Management Limited1.74%

1. Premier Energies Limited0.91%
2. WAAREE ENERGIES LIMITED0.77%

1. TVS Motor Company Limited1.55%

1. Jindal Steel Limited1.52%

1. Navin Fluorine International Limited1.47%

1. Larsen & Toubro Limited1.44%

1. Hindustan Zinc Limited1.41%

1. Vishal Mega Mart Limited1.38%

1. InterGlobe Aviation Limited1.29%

1. The Indian Hotels Company Limited1.27%

1. K.P.R. Mill Ltd1.17%

1. Honeywell Automation India Limited1.10%

1. Coromandel International Limited1.05%
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About Fund JM Large & Mid Cap Fund Growth

JM Large & Mid Cap Fund Growth managed by JM Financial Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹447 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.64. 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
TRUSTMF Large & Mid Cap Fund Growth0283 CR2.47
Whiteoak Capital Large & Mid Cap Fund Growth02,440 CR2.4
JM Large & Mid Cap Fund Growth0447 CR2.64
Invesco India Large & Mid Cap Fund Growth311,746 CR1.91
Fund Name1Y3Y
This FundTRUSTMF Large & Mid Cap Fund Growth00
This FundWhiteoak Capital Large & Mid Cap Fund Growth7.15370
This FundJM Large & Mid Cap Fund Growth5.98810
This FundInvesco India Large & Mid Cap Fund Growth7.022388.2423

JM Large & Mid Cap Fund Growth 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 2.64. 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 : 3.01%
  • 6 Months : 6.58%
  • 1 Year : 5.99%
  • 3 Years : 0.00%
Returns of JM Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 10.8322 as on Aug 20,2026. 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 ₹447 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.