JM Large & Mid Cap Fund (Regular) - Growth Option
Expense Ratio: 2.34
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Regular
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 04-07-2025
Exit Load: Nil
Fund Size:₹407.21 Cr
Performance
1Y
FundN/A
Cat. Avg.2.25%
2Y
FundN/A
Cat. Avg.2.57%
3Y
FundN/A
Cat. Avg.15.22%
5Y
FundN/A
Cat. Avg.13.60%
10Y
FundN/A
Cat. Avg.13.99%
SI
Fund4.23%
Cat. Avg.12.03%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 14.35 | 3.88% |
| 2 | Reliance Industries Limited | 12.96 | 3.50% |
| 3 | HDFC Bank Limited | 12.29 | 3.32% |
| 4 | Bharti Airtel Limited | 11.76 | 3.18% |
| 5 | LG Electronics India Limited | 9.84 | 2.66% |
| 6 | Fortis Healthcare Limited | 9.54 | 2.58% |
| 7 | Bajaj Finance Limited | 9.38 | 2.53% |
| 8 | Max Financial Services Limited | 8.79 | 2.38% |
| 9 | Torrent Pharmaceuticals Limited | 8.69 | 2.35% |
| 10 | PERSISTENT SYSTEMS LTD | 8.68 | 2.34% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Aug, 25 | 60000 | 62246 | +3.7% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 30 Jul, 25 | 1 L. | 1.04 L. | +4.2% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.