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JM Large Cap Fund (Direct) - Monthly IDCW

JM Large Cap · Large Cap
High
₹71.58
Current NAV
25 Jun 2026
29.4%
1Y Return
19.4%
3Y CAGR
19.4%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.24%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.54).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • 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
Risk Metrics
1.54
Sharpe Ratio
0.54
Beta
-0.46
Alpha
1.91
Sortino
Fund Details
Fund House JM Large Cap
Category Large Cap
AUM ₹8590 Cr
Expense Ratio 0.24%
Min SIP ₹500
Min Lumpsum ₹1000
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