SR
Satish RamanathanFund Manager Since 20 Aug 2021
EquityLarge-Cap
JM Large Cap Fund (Direct) - Growth
3Y Annualised
13.05%
-0.00% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-11.40%
-0.00% 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
5 years 8 months
NIFTY 50
7 years
FD
9 years 7 months
Fund info
Fund size
₹442.78 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 Reinvestment of Income Dis cum Cap Wrdl
10.51%
5th
L&T India Large Cap Fund Direct Plan Payout of Income Dis cum Cap Wrdl
10.51%
185th
JM Large Cap Fund (Direct) - Growth
-11.40%
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 13 years, having been launched on 2013-01-01. JM Large Cap Fund (Direct) - Growth has ₹442.78 Cr worth of assets under management (AUM) as of Wed Apr 01 2026. The latest Net Asset Value (NAV) of JM Large Cap Fund (Direct) - Growth as of Tue Mar 31 2026 is ₹158.4711. The fund has an expense ratio of 0.93%, which is medium comparable to most other Equity funds.
JM Large Cap Fund (Direct) - Growth returns for the last 1 year are -2.73%. Since launch, it has delivered 11.80% average annual returns.
The JM Large Cap Fund (Direct) - Growth has the majority of its money invested in Financial Services, Energy, Industrials, Communication Services, Technology sectors.
Top 5 Holdings of JM Large Cap Fund (Direct) - Growth.
- HDFC Bank Ltd: 7.25%
- Reliance Industries Ltd: 5.82%
- State Bank of India: 4.75%
- ICICI Bank Ltd: 4.44%
- Larsen & Toubro Ltd: 4.24%
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 |
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expense ratio
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JM Liquid Fund Growth
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JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
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17.08%
expense ratio
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
