JM Large & Mid Cap Fund (Regular) - Growth Option
Fund House: JM Financial Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 04-07-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 2.34% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 100.0 |
| Total Assets: - |
| Turn over: - | Exit Load: 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 |
10.2191
-0.01 (-0.1145%)
1.65%
Benchmark: 16.1%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| JM Large & Mid Cap Fund (Regular) - Growth Option | 04-07-2025 | - | - | - | - | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 11.81 | 31.44 | 26.37 | 24.27 | 15.82 |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | 5.15 | - | - | - | - |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 01-10-2019 | 4.38 | 28.13 | 27.36 | 27.84 | - |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 22-12-2023 | 4.09 | - | - | - | - |
| Franklin India Large & Mid Cap Fund - Growth Plan | 05-03-2005 | 3.48 | 19.76 | 16.79 | 21.67 | 11.8 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 3.01 | 22.7 | 21.71 | 25.68 | 15.76 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 28-02-1993 | 2.75 | 18.17 | 18.26 | 23.13 | 14.48 |
| Sundaram Large and Midcap Fund Regular Plan - Growth | 10-02-2007 | 2.48 | 21.76 | 20.19 | 22.96 | 15.24 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 2.1 | 23.05 | 21.41 | 23.46 | 12.55 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.35%
Others
25.67%
Large Cap
39.41%
Mid Cap
32.55%
