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12180
JM Large & Mid Cap Fund - Direct (G)
4.97
-1.32
-1.70
8.90
11.88
7.41
7
1.05
4.97
JM Large & Mid Cap Fund - Direct (G)
1.05
4.97
1.04
3.5
1 Year
Begin with SIP Invest One-Time
  • NAV

    10.84

    11 Sep 2026

  • -0.18%

     1 Day

  • ₹ 1000

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 1.04%

    Expense Ratio

  • NA

     Rating

  • 464 Cr

    Fund Size

  • 1 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 11 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.97%
  • 7.41
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
3.47%
2.66%
2.63%
2.56%
2.38%
86.30%
View All

Advance Ratio

  • 4.10Alpha
  • 4.84SD
  • 0.95Beta
  • 0.32Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 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. No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.

Fund Managers

Asit Bhandarkar

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

  • Fund Name
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More Funds from JM Financial Mutual Fund

12180
  • Fund Name

AMC Contact Details

  • Address :
  • Office B,8th Floor, Cnergy,Appasaheb Marathe Marg,prabhadevi, Mumbai - 400 025.
    • Contact :
    • +91022-61987777
    • Email ID :
    • investor@jmfl.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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