JM Large Cap Fund (Regular) - Half Yearly IDCW

JM Large Cap · Large Cap

High

₹24.76

Current NAV

25 Jun 2026

28.8%

1Y Return

22.8%

3Y CAGR

18.8%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Excellent risk-adjusted performance (Sharpe Ratio: 1.88).
Generates significant excess returns relative to benchmark index (Alpha: 6.88).
Very large asset base (AUM: ₹22,930 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

1.88

Sharpe Ratio

1.48

Beta

6.88

Alpha

2.41

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