JM Large & Mid Cap Fund Direct Growth
3Y Annualised
N/A
0.60% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.37%
0.60% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years 6 months
8 years 11 months
9 years 7 months
Fund info
Fund size
₹447.35 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹1000
Exit load
0%
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.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
5th
L&T Large and Midcap Fund Direct Plan Growth Option
46th
JM Large & Mid Cap Fund Direct Growth
Fund Managers
About JM Large & Mid Cap Fund Direct Growth
JM Large & Mid Cap Fund Direct Growth is a Equity mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 1 years, having been launched on 2025-07-25. JM Large & Mid Cap Fund Direct Growth has ₹447.35 Cr worth of assets under management (AUM) as of Fri Sep 04 2026. The latest Net Asset Value (NAV) of JM Large & Mid Cap Fund Direct Growth as of Thu Sep 03 2026 is ₹10.9969. The fund has an expense ratio of 1%, which is medium comparable to most other Equity funds.
JM Large & Mid Cap Fund Direct Growth returns for the last 1 year are 7.60%. Since launch, it has delivered 8.95% average annual returns.
The JM Large & Mid Cap Fund Direct Growth has the majority of its money invested in Financial Services, Communication Services, Healthcare, Technology, Energy, Consumer Defensive sectors.
Top 5 Holdings of JM Large & Mid Cap Fund Direct Growth.
- ICICI Bank Ltd: 3.56%
- Bajaj Finance Ltd: 2.98%
- HDFC Bank Ltd: 2.81%
- Bharti Airtel Ltd: 2.45%
- Torrent Pharmaceuticals Ltd: 2.36%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2025-07-25 |
| 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 & Mid 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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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
