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JM Large Cap Fund (Regular) - Annual IDCW

JM Large Cap · Large Cap
High
₹28.42
Current NAV
23 Oct 2026
-9.8%
1Y Return
7.5%
3Y CAGR
7.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.30).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.80).
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.30
Sharpe Ratio
0.60
Beta
4.80
Alpha
1.69
Sortino
Fund Details
Fund House JM Large Cap
Category Large Cap
AUM ₹7850 Cr
Expense Ratio 1.40%
Min SIP ₹500
Min Lumpsum ₹1000
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