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JM Large & Mid Cap Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

JM Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹1000

AUM (Fund size)

₹419 Cr

Lock In Period

N/A

Expense Ratio

2.42

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

Summary

JM Large & Mid Cap Fund Growth NAV is ₹10.0267 as of 31 May, 2026. JM Large & Mid Cap Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in JM Large & Mid Cap Fund Growth is ₹0. The AUM of JM Large & Mid Cap Fund Growth is ₹419 Cr. The expense ratio of the fund is 2.42%, and its benchmark is Nifty Large Midcap 250 Total Return. The current exit load of the fund 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 last 1M months, JM Large & Mid Cap Fund Growth has delivered 1.24% returns.

JM Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.241.7016.99
6M-3.993.1364.49
1Y0.006.88137.57
3Y0.0018.89202.94

Portfolio Analysis

  • Equity: 97.40%
  • Debt: 2.64%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Limited3.35%
2. HDFC Bank Limited3.09%
3. IDFC First Bank Limited1.98%

1. Bajaj Finance Limited2.62%
2. Shriram Finance Limited2.30%
3. Mahindra & Mahindra Financial Serv Ltd.1.37%

1. Torrent Pharmaceuticals Limited2.06%
2. Dr. Reddy's Laboratories Limited1.57%
3. Lupin Limited1.15%
4. One Source Specialty Pharma Ltd0.84%

1. PERSISTENT SYSTEMS LTD2.04%
2. Coforge Limited1.74%
3. Tech Mahindra Limited1.35%

1. Max Financial Services Limited2.23%
2. ICICI Prudential AMC Ltd1.32%
3. Motilal Oswal Financial Services1.18%

1. LG Electronics India Limited2.60%
2. Dixon Technologies (India) Limited1.19%

1. Reliance Industries Limited3.55%

1. One 97 Communications Limited2.02%
2. PB Fintech Limited1.42%

1. JSW Energy Limited2.06%
2. The Tata Power Company Limited1.32%

1. Bharti Airtel Limited2.75%

1. Mahindra & Mahindra Limited1.80%
2. Maruti Suzuki India Limited0.95%

1. Fortis Healthcare Limited2.64%

1. TVS Motor Company Limited1.34%
2. Hero MotoCorp Limited1.25%

1. Bharat Electronics Limited1.41%
2. Hindustan Aeronautics Limited1.17%

1. INDIA CEMENTS LTD1.28%
2. UltraTech Cement Limited0.94%

1. BSE Ltd2.16%

1. State Bank of India2.09%

1. Jindal Steel Limited2.04%

1. Eternal Limited1.26%
2. CarTrade Tech Limited0.76%

1. Marico Limited1.94%

1. Oil India Limited1.78%

1. Radico Khaitan Limited1.78%

1. Nippon Life India Asset Management Ltd1.70%

1. Adani Port & Special Economic Zone Ltd1.68%

1. Hindustan Zinc Limited1.66%

1. GE Vernova T&D India Limited1.64%

1. KEI Industries Limited1.59%

1. Coromandel International Limited1.57%

1. Larsen & Toubro Limited1.56%

1. InterGlobe Aviation Limited1.53%

1. UNO Minda Limited1.42%

1. ITC Limited1.35%

1. WeWork India Management Limited1.17%

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

1. The Phoenix Mills Limited1.01%

About Fund JM Large & Mid Cap Fund Growth

JM Large & Mid Cap Fund Growth managed by JM Financial Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹419 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 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.

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
PGIM India Large and Midcap Fund Growth0783.74 CR2.37
PGIM India Multi Cap Fund Growth0417.94 CR2.47
JM Large & Mid Cap Fund Growth0419.16 CR2.42
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundPGIM India Large and Midcap Fund Growth-0.16490
This FundPGIM India Multi Cap Fund Growth6.38980
This FundJM Large & Mid Cap Fund Growth00
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 2.42. 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 : 1.24%
  • 6 Months : -3.99%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of JM Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 10.0267 as on May 29,2026. 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 ₹419 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.