EquityLarge & Mid Cap FundDirect · Growth
JM Large & Mid Cap Fund (Direct) - Growth Option
JM Financial · Scheme 153629
₹10.98▼ 0.40%NAV · 2026-09-18
Average FundScore
AUM
₹447 cr
Expense ratio
1.04%
3Y CAGR
—
Risk level
High
Min SIP
₹100
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Asit BhandarkarExit load: Exit load of 1%, if redeemed within 180 days.
Average · 53/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 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 15%.
- ✓Alpha vs benchmark: +10.7%
- ✓Volatility: 14% annualised
- ✓Max drawdown: -15%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.22) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +8.2%
- •Sharpe ratio: 0.22
FundScore breakdown
53/100 · Average
Returns
Weak
Consistency
Average
Risk-adjusted
Weak
Downside protection
Strong
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.