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JM Large Cap Fund Direct Plan Growth
+10.18%
3Y annualised
+0.92% 1D
NAV: 18 Sep '26
₹176.32
Min. for SIP
₹100
Fund size (AUM)
₹393.72 Cr
Expense ratio
1.18%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,049 | +0.08% | |
| 3 years | ₹1,80,000 | ₹1,88,802 | +4.89% | |
| 5 years | ₹3,00,000 | ₹3,78,210 | +26.07% | |
| 10 years | ₹6,00,000 | ₹11,20,783 | +86.80% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 4.88% |
| State Bank of India | Financial | Equity | 4.55% |
| Bharti Airtel Ltd | Technology | Equity | 3.61% |
| HDFC Bank Ltd | Financial | Equity | 3.58% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.27% |
| Larsen & Toubro Ltd | Industrials | Equity | 3.07% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.93% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.86% |
| Bajaj Finance Ltd | Financial | Equity | 2.78% |
| Axis Bank Ltd | Financial | Equity | 2.75% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.66% |
| Net Receivables | Unspecified | Net Receivables | 2.65% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.51% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.49% |
| One 97 Communications Ltd | Industrials | Equity | 2.49% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.48% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 2.31% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 2.14% |
| Coforge Ltd | Technology | Equity | 2.10% |
| United Spirits Ltd | Consumer Staples | Equity | 2.01% |
| Divi's Laboratories Ltd | Healthcare | Equity | 1.91% |
| Zomato Ltd | Technology | Equity | 1.88% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.86% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 1.85% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.81% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 1.80% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.76% |
| Tech Mahindra Ltd | Technology | Equity | 1.70% |
| Ultratech Cement Ltd | Materials | Equity | 1.70% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.68% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 1.66% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 1.65% |
| LTIMindtree Ltd | Technology | Equity | 1.34% |
| NTPC Ltd | Energy & Utilities | Equity | 1.31% |
| Bharat Electronics Ltd | Industrials | Equity | 1.27% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.23% |
| Infosys Ltd | Technology | Equity | 1.18% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 1.17% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.16% |
| SBI Funds Management Ltd | Financial | Equity | 1.15% |
| Tata Steel Ltd | Materials | Equity | 1.11% |
| Solar Industries India Ltd | Materials | Equity | 1.10% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 1.07% |
| Cummins India Ltd | Industrials | Equity | 1.06% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.04% |
| Adani Enterprises Ltd | Materials | Equity | 1.03% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 1.03% |
| Polycab India Ltd | Industrials | Equity | 0.91% |
| BSE Ltd | Financial | Equity | 0.86% |
| SRF Ltd | Materials | Equity | 0.81% |
| Others CBLO | Unspecified | CBLO | 0.72% |
| Flora Textiles Ltd | Consumer Discretionary | Equity | 0.08% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +10.2% | +10.5% | +11.6% | +12.2% |
| Category average (Equity Large Cap) | +9.8% | +9.1% | +12.1% | +12.8% |
| Rank (Equity Large Cap) | 31 | 18 | 19 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +1.30% | +13.44% | 2,020.76 | |
 | -1.24% | +12.12% | 2,179.99 | |
 | -5.83% | +10.24% | 54,133.66 | |
 | -6.04% | +9.93% | 80,206.20 | |
 | -3.95% | +8.37% | 39,933.37 | |
| Compare | ||||
Fund management
RFRuchi FozdarOct 2024 - PresentView details
RF
Ruchi Fozdar
Oct 2024 - Present
View details
SRSatish RamanathanAug 2021 - PresentView details
SR
Satish Ramanathan
Aug 2021 - Present
View details
ABAsit BhandarkarOct 2017 - PresentView details
AB
Asit Bhandarkar
Oct 2017 - Present
View details
DGDeepak GuptaJan 2025 - PresentView details
DG
Deepak Gupta
Jan 2025 - Present
View details
About JM Large Cap Fund Direct Plan Growth
JM Large Cap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Ruchi Fozdar is the Current Fund Manager of JM Large Cap Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,408 Cr and the Latest NAV as of 18 Sep 2026 is ₹176.32.
The JM Large Cap Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000. Exit load of 1%, if redeemed within 30 days.
;
Investment Objective
The scheme seeks long term capital growth and appreciation through investment primarily in equities.
Fund benchmarkBSE 100 Total Return Index
Fund house
Rank (total assets)#32 in India
Total AUM₹13,408.24 Cr
Date of Incorporation15 Sep 1994
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,