JM Large Cap Fund (Direct) - Annual IDCW

JM Large Cap · Large Cap

High

₹72.23

Current NAV

25 Jun 2026

14.8%

1Y Return

11.8%

3Y CAGR

15.8%

5Y CAGR

Watchlist

Highly cost-efficient with a low expense ratio of 0.68%.
Professionally managed by an established fund house with experienced fund managers.
Well-diversified portfolio aligned with the Large Cap mandate.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

0.78

Sharpe Ratio

1.28

Beta

-1.72

Alpha

1.08

Sortino

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