SR
Satish RamanathanFund Manager Since 20 Aug 2021
EquityLarge-Cap
JM Large Cap Fund (Direct) - Growth
3Y Annualised
21.54%
0.27% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.10%
0.27% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 7 months
NIFTY 50
4 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹525.71 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.01%
If the units are redeemed/switchedout on or before 30 days from the dateof allotment – 1.00%. If the units are redeemed / switchedout after 30 days from the date ofallotment – Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Large Cap Fund Institutional Option - I Growth
16.99%
2nd
UTI Nifty 50 Exchange Traded Fund
11.13%
3rd
L&T India Large Cap Fund Direct Plan Growth Option
10.51%
4th
L&T India Large Cap Fund Direct Plan Payout of Income Dis cum Cap Wrdl
10.51%
5th
L&T India Large Cap Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
10.51%
21st
JM Large Cap Fund (Direct) - Growth
4.10%
Fund Managers
AB
Asit BhandarkarFund Manager Since 5 Oct 2017
About JM Large Cap Fund (Direct) - Growth
JM Large Cap Fund (Direct) - Growth is a Equity mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. JM Large Cap Fund (Direct) - Growth has ₹525.71 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of JM Large Cap Fund (Direct) - Growth as of Mon Jul 07 2025 is ₹177.4451. The fund has an expense ratio of 0.75%, which is medium comparable to most other Equity funds.
JM Large Cap Fund (Direct) - Growth returns for the last 1 year are -2.64%. Since launch, it has delivered 13.58% average annual returns.
The JM Large Cap Fund (Direct) - Growth has the majority of its money invested in Financial Services, Communication Services, Industrials, Technology, Energy sectors.
Top 5 Holdings of JM Large Cap Fund (Direct) - Growth.
- HDFC Bank Ltd: 7.68%
- ICICI Bank Ltd: 4.87%
- Bharti Airtel Ltd: 4.70%
- Larsen & Toubro Ltd: 4.23%
- Infosys Ltd: 3.97%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| investor@jmfl.com | |
| Phone | +91 22 61987777 |
| Website | www.jmfinancialmf.com |
| Address | JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East |
Tax Implications of JM Large Cap Fund (Direct) - Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from JM Financial Asset Management Limited
JM Value Fund (Direct) - Growth
EquityValue
3Y CAGR
31.38%
expense ratio
0.85%
fund size
₹1089.00 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
24.86%
expense ratio
0.72%
fund size
₹278.87 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
24.87%
expense ratio
2.38%
fund size
₹198.58 Cr
JM Liquid Fund Growth
Money MarketLiquid
3Y CAGR
6.89%
expense ratio
0.26%
fund size
₹2434.16 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
29.24%
expense ratio
0.47%
fund size
₹5917.33 Cr
FAQs
What is the current NAV of JM Large Cap Fund (Direct) - Growth?
What are the average returns of JM Large Cap Fund (Direct) - Growth?
How do I invest in JM Large Cap Fund (Direct) - Growth?
What is the expense ratio of JM Large Cap Fund (Direct) - Growth?
What are net assets under management (AUM) of JM Large Cap Fund (Direct) - Growth?
What is the PE and PB ratio of JM Large Cap Fund (Direct) - Growth?
What are the top 5 holdings of JM Large Cap Fund (Direct) - Growth?
What are the top 3 sectors that JM Large Cap Fund (Direct) - Growth has invested in?
Who is the manager of JM Large Cap Fund (Direct) - Growth?
What is the exit load of JM Large Cap Fund (Direct) - Growth?
How to Redeem JM Large Cap Fund (Direct) - Growth?
Can I invest in SIP and a Lump Sum of JM Large Cap Fund (Direct) - Growth?
