JM Large & Mid Cap Fund - Direct (G) logo

JM Large & Mid Cap Fund Direct Growth

NAV ₹10.73 as on 17 Nov 2025

RiskVery High

Fund Size₹372.87Cr

NAV₹10.73 as on 17 Nov 2025
RiskVery High
Fund Size₹372.87Cr

Download 3-in-1 Torus App
Trade at flat ₹11/order & Zero AMC
demat with one powerful SuperApp.

Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

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.

Basic Details

Age

0 years 4 months (Since Jul 25, 2025)

Return since Launch

7.27%

Expense ratio

0.59%

Type

OPEN

AUM (Fund Size)

₹372.87

Risk Grade

Very High

Benchmark

Nifty LargeMidcap 250 TRI

Calculate Your Returns
Select Duration
Choose Amount
Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Asit Bhandarkar

Experience:

He has 17 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company Pvt. Ltd. Prior to that, for more than 2 years, he was with SBI Funds Management Pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with ]rms like Jet Age Securities and Sushil Finance Consultants for almost 2 years. He is the Fund Manager for JM Value Fund. He is also the joint Fund Manager for JM Arbitrage Fund and JM Large Cap Fund.

Scheme Holding Summary

Banks

Telecom-Service

IT - Software

Finance

E-Commerce/App based Aggregator

Consumer Durables

Alcoholic Beverages

Financial Services

BSE Ltd

2.13%

Miscellaneous

Retail

Trent Ltd

1.10%

Capital Goods-Non Electrical Equipment

Logistics

Automobile

Healthcare

Electronics

Capital Goods - Electrical Equipment

Infrastructure Developers & Operators

Stock/ Commodity Brokers

Aerospace & Defence

Cables

Air Transport Service

Pharmaceuticals

Cement

Debt Others

Clearing Corporation of India Ltd

1.43%

FMCG

Marine Port & Services

Power Generation & Distribution

Fertilizers

Steel

Realty

DLF Ltd

0.95%

Preference n Warrants

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#29 in India
Total AUM₹14,901.83Cr
Date of Incorporation09 Jun 1994
JM Large & Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 25 Jul 2025. The fund currently has an Asset Under Management(AUM) of ₹14,901.83 Cr and the Latest NAV as of 17 Nov 2025 is ₹10.73.
The JM Large & Mid Cap Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹1,000. Exit load of 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..
...Read more
Returns and Rankings

Category: Equity Large & Mid Cap Fund

1Y3Y5YAll
Fund returns----
Category average8.67%5.90%3.96%-
Rank within category000-

FAQ’s

What kind of returns does JM Large & Mid Cap Fund Direct Growth provide?

JM Large & Mid Cap Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by JM Large & Mid Cap Fund Direct Growth?

The Expense Ratio charged by JM Large & Mid Cap Fund Direct Growth is 0.59%.

What is the AUM size of JM Large & Mid Cap Fund Direct Growth?

The AUM size of JM Large & Mid Cap Fund Direct Growth is ₹372.87Cr.

What is the minimum SIP amount that you can invest in JM Large & Mid Cap Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in JM Large & Mid Cap Fund Direct Growth .

What are the top stock holdings of JM Large & Mid Cap Fund Direct Growth?

The top stock holdings of JM Large & Mid Cap Fund Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , State Bank of India

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.