JM Large Cap Fund (Regular)
JM Financial Mutual Fund · benchmark Nifty 100 TRI · 20.6 years old · AMFI code 100219
B (middle of the peer group), score 56.5 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 4.6% | 2.8% | +1.8% | 16 / 33 |
| 1 year | -1.1% | -2.0% | +0.9% | 15 / 32 |
| 3 years (a year) | 10.5% | 11.1% | -0.6% | 24 / 30 |
| 5 years (a year) | 9.0% | 8.2% | +0.7% | 14 / 27 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of JM Large Cap Fund (Regular plan)?
₹155.65 on 5 Nov 2026 (Growth option).
What is the expense ratio of JM Large Cap Fund (Regular)?
2.69% a year; the Direct plan's is 1.20%.
What return has JM Large Cap Fund given over 3 years?
10.5% a year (Regular plan) over the 3 years to 5 Nov 2026, against 11.1% for the Nifty 100 total-return index.
How is JM Large Cap Fund rated?
B: 13 of 30 Regular plans in Large Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from JM Financial Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.