JM Large Cap Fund (Regular) - Quarterly IDCW

JM Large Cap · Large Cap

High

₹34.09

Current NAV

25 Jun 2026

10.8%

1Y Return

13.8%

3Y CAGR

11.8%

5Y CAGR

Watchlist

Generates significant excess returns relative to benchmark index (Alpha: 4.48).
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

0.98

Sharpe Ratio

1.48

Beta

4.48

Alpha

1.25

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