EquityLarge Cap FundDirect · Growth
JM Large Cap Fund (Direct) - Growth Option
JM Financial · Scheme 120490
₹180.92▼ 0.54%NAV · 2026-09-18
Decent FundScore
AUM
₹402 cr
Expense ratio
1.18%
3Y CAGR
13.2%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 100 TRI
Fund manager: Asit Bhandarkar, Chaitanya ChoksiExit load: Exit load of 1%, if redeemed within 30 days.
Decent · 58/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 20%.
- ✓3Y CAGR: +13.2%
- ✓1Y return vs category: +2.7% vs category avg
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.48) — took on risk without enough payoff.
- •1Y return: +3.8%
- •Beat category: beat category in 48% of windows
FundScore breakdown
58/100 · Decent
Returns
Average
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.