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JM Large & Mid Cap Fund (Regular) - IDCW

JM Large & Mid Cap · Mid Cap
High
₹9.75
Current NAV
23 Oct 2026
-6.9%
1Y Return
26.1%
3Y CAGR
18.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.41).
  • Very large asset base (AUM: ₹17,960 Cr) indicating high investor trust and liquidity.
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.
  • Systematic investments (SIP) for long-term target goal-based planning.
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
0.91
Sharpe Ratio
1.41
Beta
6.41
Alpha
1.10
Sortino
Fund Details
Fund House JM Large & Mid Cap
Category Mid Cap
AUM ₹17960 Cr
Expense Ratio 1.01%
Min SIP ₹500
Min Lumpsum ₹1000
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