JM Large & Mid Cap Fund (Direct) - Growth Option
Expense Ratio: 0.59
Risk: Very High
Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Benchmark: Nifty LargeMidcap 250 TRI
Inception: 04-07-2025
Exit Load: Nil
Fund Size:₹407.21 Cr
Performance
1Y
FundN/A
Cat. Avg.3.21%
2Y
FundN/A
Cat. Avg.3.72%
3Y
FundN/A
Cat. Avg.16.21%
5Y
FundN/A
Cat. Avg.14.82%
10Y
FundN/A
Cat. Avg.15.17%
SI
Fund5.84%
Cat. Avg.13.97%
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 | 15.26 | 3.51% |
| 2 | HDFC Bank Limited | 13.41 | 3.08% |
| 3 | Bajaj Finance Limited | 11.76 | 2.70% |
| 4 | Fortis Healthcare Limited | 11.48 | 2.64% |
| 5 | Bharti Airtel Limited | 10.28 | 2.36% |
| 6 | Reliance Industries Limited | 10.21 | 2.34% |
| 7 | Shriram Finance Limited | 9.59 | 2.20% |
| 8 | Torrent Pharmaceuticals Limited | 9.52 | 2.19% |
| 9 | Max Financial Services Limited | 9.35 | 2.15% |
| 10 | JSW Energy Limited | 8.98 | 2.06% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Aug, 25 | 60000 | 62679 | +4.5% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 30 Jul, 25 | 1 L. | 1.06 L. | +5.8% | 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.