JM Large & Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Large & Mid Cap funds is 76.78% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 3.56% .
The fund currently owns more than 66 stocks.
The top 10 holdings account for 25.38% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -1.86% |
| 2 Year Return | N/A | 11.61% |
| 3 Year Return | N/A | 32.10% |
| 4 Year Return | N/A | 57.26% |
| 5 Year Return | N/A | 76.78% |
| 6 Year Return | N/A | 125.17% |
| 7 Year Return | N/A | 141.57% |
| Expense Ratio | 0.66% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
3.56%
|
|
| 2 | Non-Banking Financial Company (NBFC) |
2.99%
|
|
| 3 | Finance - Banks - Private Sector |
2.81%
|
|
| 4 | Communication Services |
2.45%
|
|
| 5 | Health Care |
2.36%
|
|
| 6 | IT Consulting & Software |
2.35%
|
|
| 7 | Financial Technologies (Fintech) |
2.31%
|
|
| 8 | Energy |
2.31%
|
|
| 9 | Non-Banking Financial Company (NBFC) |
2.15%
|
|
| 10 | Consumer Staples |
2.09%
|
|
| 11 | Consumer Electronics |
1.99%
|
|
| 12 | Financials |
1.98%
|
AMC: JM FINANCIAL
Category: Equity • Large & Mid Cap
Launch Date: 04 Jul 2025
Fund Manager: Mr. Asit Bhandarkar
Minimum Purchase: ₹1,000
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.
Lock-in: 1
Risk: Moderate Risk
JM Large & Mid Cap Fund - Direct Plan is managed by JM FINANCIAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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