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Mutual FundsJM Large & Mid Cap Fund Direct - Growth
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JM Large & Mid Cap Fund Direct - Growth

EquityLarge & Mid Cap Fund
2.73%profit6 Months Returns

as on 10 Jul 2026

Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs
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JM Large & Mid Cap Fund Direct - Growth is a Equity mutual fund scheme launched on 25 Jul 2025. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹1,000.

NAV ₹ 10.7151 (+1.43%)

NAV

NIFTY50

Returns Calculator

basis annualised returns

Investment Type

SIP Amount

Investment Period

6M

₹ 3.02 L

3.50%

₹ 3.07 L

8.00%

₹ 3.02 L

2.73%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 3,00,000

Returns

₹ 2,398 (2.73%)

Maturity Value

₹ 3,02,398

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns vs Category

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*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

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Historical NAV

10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
No data

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Asset Allocation

AUM

₹ 419.59 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

Sorry, No Data Available at this Moment!

Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ NaN

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 1,000.00

AUM (in Cr.)

₹ 419.59

Expense Ratio

0.66%

Lock-in Period

No Lock in Period

52W Low NAV

₹ NaN

Inception Date

25 Jul 2025

Fund Age

0 Yrs

Benchmark

Nifty LargeMidcap 250 TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • Exit load of 1%, if redeemed within 180 days.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

NameQualification
Asit Bhandarkar
B.Com., MMS
Ruchi Fozdar
BSC - Organic chemistry & PGDBM Finance
Deepak Chandra Gupta
Chartered Accountant and Masters of Commerce from Mumbai University

Fund Objective

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

JM Financial Mutual Fund

No. of Schemes

16

Total AUM

₹ 12,441.45 Cr

Contact Details

globewww.jmfinancialmf.com
phone022-61987777
twitter@JMFSLtd
address

Office B,8th Floor, Cnergy,AppasahebMarathe Marg,prabhadevi,Mumbai - 400 025.

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FAQs

JM Large & Mid Cap Fund was launched on 25 Jul 2025.
The current NAV of JM Large & Mid Cap Fund is ₹10.7151 as of 10 Jul 2026.
The latest value of AUM of JM Large & Mid Cap Fund is ₹419.59 crores as of 10 Jul 2026.
The return on investment of JM Large & Mid Cap Fund is:
  • In the past 1Y: 0.00%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of JM Large & Mid Cap Fund is 0.66%.
The exit load of JM Large & Mid Cap Fund is as follows:
Exit load of 1%, if redeemed within 180 days.
The portfolio of JM Large & Mid Cap Fund includes:
No Data

No data to show right now!


Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of JM Large & Mid Cap Fund is Very High.
The fund manager of JM Large & Mid Cap Fund is Asit Bhandarkar, Ruchi Fozdar, Deepak Chandra Gupta.
If you wish to invest in JM Large & Mid Cap Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹1,000.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in JM Large & Mid Cap Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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