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EquityLarge & Mid-Cap

JM Large & Mid Cap Fund Regular Growth

3Y Annualised

N/A

0.49% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

-0.64%

0.49% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

NA

NIFTY 50

7 years 3 months

FD

9 years 7 months

Fund info

Fund size

₹419.16 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

Fund Managers

About JM Large & Mid Cap Fund Regular Growth

JM Large & Mid Cap Fund Regular Growth is a Equity mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 0 years, having been launched on 2025-07-25. JM Large & Mid Cap Fund Regular Growth has ₹419.16 Cr worth of assets under management (AUM) as of Mon Jun 01 2026. The latest Net Asset Value (NAV) of JM Large & Mid Cap Fund Regular Growth as of Tue May 19 2026 is ₹9.9609. The fund has an expense ratio of 2.42%, which is medium comparable to most other Equity funds.

JM Large & Mid Cap Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered -0.39% average annual returns.

The JM Large & Mid Cap Fund Regular Growth has the majority of its money invested in Energy, Financial Services, Communication Services, Healthcare, Technology sectors.

Top 5 Holdings of JM Large & Mid Cap Fund Regular Growth.

  1. Reliance Industries Ltd: 3.55%
  2. ICICI Bank Ltd: 3.35%
  3. HDFC Bank Ltd: 3.09%
  4. Bharti Airtel Ltd: 2.75%
  5. Fortis Healthcare Ltd: 2.64%

AMC Information

NameJM Financial Asset Management Limited
Founding Date2025-07-25
Emailinvestor@jmfl.com
Phone+91 22 61987777
Websitewww.jmfinancialmf.com
AddressJM 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 Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from JM Financial Asset Management Limited

Calculate Your Returns

Estimated Returns in 1 Years (Based on past 1Y returns)

₹0

Total Amount

₹0

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