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JM Large Cap Fund Direct Plan Growth
+8.57%
3Y annualised
+1.04% 1D
NAV: 09 Oct '26
₹168.44
Min. for SIP
₹1,000
Fund size (AUM)
₹355.56 Cr
Expense ratio
1.19%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,052 | -4.91% | |
| 3 years | ₹1,80,000 | ₹1,77,336 | -1.48% | |
| 5 years | ₹3,00,000 | ₹3,55,893 | +18.63% | |
| 10 years | ₹6,00,000 | ₹10,54,607 | +75.77% |
Holdings (51)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 4.56% |
| Bharti Airtel Ltd | Technology | Equity | 3.88% |
| ICICI Bank Ltd | Financial | Equity | 3.56% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.36% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.15% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.90% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 2.88% |
| Axis Bank Ltd | Financial | Equity | 2.88% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.80% |
| Bajaj Finance Ltd | Financial | Equity | 2.79% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.70% |
| HDFC Bank Ltd | Financial | Equity | 2.69% |
| One 97 Communications Ltd | Industrials | Equity | 2.69% |
| Titan Company Ltd | Consumer Discretionary | Equity | 2.50% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 2.47% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.44% |
| Repo | Unspecified | Repo | 2.33% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 2.25% |
| Divi's Laboratories Ltd | Healthcare | Equity | 2.08% |
| Zomato Ltd | Technology | Equity | 2.03% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 1.96% |
| Net Receivables | Unspecified | Net Receivables | 1.87% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.85% |
| Bajaj Auto Ltd | Consumer Discretionary | Equity | 1.84% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.80% |
| Ultratech Cement Ltd | Materials | Equity | 1.80% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.77% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.77% |
| Tech Mahindra Ltd | Technology | Equity | 1.76% |
| United Spirits Ltd | Consumer Staples | Equity | 1.75% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 1.74% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 1.67% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 1.44% |
| Cummins India Ltd | Industrials | Equity | 1.37% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.33% |
| Bharat Electronics Ltd | Industrials | Equity | 1.32% |
| LTIMindtree Ltd | Technology | Equity | 1.32% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.30% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 1.24% |
| Tata Steel Ltd | Materials | Equity | 1.23% |
| Solar Industries India Ltd | Materials | Equity | 1.19% |
| Adani Enterprises Ltd | Materials | Equity | 1.16% |
| Infosys Ltd | Technology | Equity | 1.15% |
| SBI Funds Management Ltd | Financial | Equity | 1.14% |
| Polycab India Ltd | Industrials | Equity | 1.12% |
| Macrotech Developers Ltd | Real Estate | Equity | 1.12% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 1.10% |
| Adani Power Ltd | Energy & Utilities | Equity | 1.09% |
| BSE Ltd | Financial | Equity | 0.90% |
| SRF Ltd | Materials | Equity | 0.87% |
| 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
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.6% | +8.8% | +11.1% | +11.7% |
| Category average (Equity Large Cap) | +8.7% | +7.7% | +11.5% | +12.3% |
| Rank (Equity Large Cap) | 35 | 21 | 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) | |
|---|---|---|---|---|
 | -2.24% | +12.28% | 1,926.46 | |
 | -4.21% | +11.13% | 2,179.99 | |
 | -8.14% | +9.14% | 51,296.06 | |
 | -8.86% | +9.00% | 76,352.23 | |
 | -7.54% | +7.16% | 37,293.95 | |
| 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 09 Oct 2026 is ₹168.44.
The JM Large Cap Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. 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,