EquityLarge & Mid Cap FundDirect · Growth
JM Large & Mid Cap Fund (Direct) - Growth Option
JM Financial · Scheme 153629
₹10.92▼ 0.28%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
—
Risk level
High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.79% |
| 3 Months | +7.99% |
| 6 Months | +6.05% |
| 1 Year | +8.73% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +8.52% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns42
Consistency50
Risk-adjusted37
Downside protection70
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Alpha vs benchmark: +8.7%
- ✓ Volatility: 15% annualised
- ✓ Max drawdown: -15%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +8.7%
- • Sharpe ratio: 0.21
- • Sortino ratio: 0.29
Risk metrics
Sharpe ratio
0.21
Sortino ratio
0.29
Volatility
14.72%
Max drawdown
-15.48%
Downside capture
94.00%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.