JM Large Cap Fund (Direct) - IDCW

JM Large Cap · Large Cap

High

₹70.40

Current NAV

25 Jun 2026

20.4%

1Y Return

17.4%

3Y CAGR

21.4%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.64%.
Excellent risk-adjusted performance (Sharpe Ratio: 1.34).
Generates significant excess returns relative to benchmark index (Alpha: 2.84).
Very large asset base (AUM: ₹21,890 Cr) indicating high investor trust and liquidity.

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

1.34

Sharpe Ratio

0.64

Beta

2.84

Alpha

1.80

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