SR
Satish RamanathanFund Manager Since 20 Aug 2021
EquityLarge-Cap
JM Large Cap Fund Growth
3Y Annualised
13.46%
-0.80% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-7.79%
-0.80% 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 6 months
NIFTY 50
6 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹444.32 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%
171st
JM Large Cap Fund Growth
-7.79%
Fund Managers
AB
Asit BhandarkarFund Manager Since 5 Oct 2017
About JM Large Cap Fund Growth
JM Large Cap Fund Growth is a Equity mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 30 years, having been launched on 1995-04-01. JM Large Cap Fund Growth has ₹444.32 Cr worth of assets under management (AUM) as of Fri Mar 13 2026. The latest Net Asset Value (NAV) of JM Large Cap Fund Growth as of Thu Mar 12 2026 is ₹145.8053. The fund has an expense ratio of 2.41%, which is medium comparable to most other Equity funds.
JM Large Cap Fund Growth returns for the last 1 year are 6.75%. Since launch, it has delivered 9.05% average annual returns.
The JM Large Cap Fund 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 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 | 1995-04-01 |
| 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 Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
