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JM Large Cap Fund Direct Plan Growth
Equity
Large Cap
Very High Risk
+17.57%
3Y annualised
-1.26% 1D
NAV: 27 Feb '26
₹178.86
Min. for SIP
₹100
Fund size
₹444.32 Cr
Expense ratio
0.93%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,971 | +3.28% | |
| 3 years | ₹1,80,000 | ₹2,07,394 | +15.22% | |
| 5 years | ₹3,00,000 | ₹4,11,290 | +37.10% | |
| 10 years | ₹6,00,000 | ₹12,10,080 | +101.68% |
Holdings (48)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.79% |
| Reliance Industries Ltd. | Energy | Equity | 5.81% |
| State Bank of India | Financial | Equity | 4.46% |
| ICICI Bank Ltd. | Financial | Equity | 4.35% |
| Bharti Airtel Ltd. | Communication | Equity | 4.31% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.88% |
| Infosys Ltd. | Technology | Equity | 3.41% |
| Bajaj Finance Ltd. | Financial | Equity | 3.14% |
| Shriram Finance Ltd | Financial | Equity | 2.90% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 2.59% |
| Axis Bank Ltd. | Financial | Equity | 2.51% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.46% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.33% |
| Tech Mahindra Ltd. | Technology | Equity | 2.16% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 2.12% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.01% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.94% |
| Ultratech Cement Ltd. | Construction | Equity | 1.91% |
| Interglobe Aviation Ltd. | Services | Equity | 1.90% |
| JSW Energy Ltd. | Capital Goods | Equity | 1.76% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.74% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.72% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.65% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.61% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.61% |
| Union Bank of India | Financial | Equity | 1.61% |
| LTIMindtree Ltd. | Technology | Equity | 1.56% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.54% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.47% |
| Bajaj Auto Ltd. | Automobile | Equity | 1.45% |
| The Indian Hotels Company Ltd. | Services | Equity | 1.42% |
| Trent Ltd. | Services | Equity | 1.42% |
| Eternal Ltd. | Services | Equity | 1.39% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.35% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.35% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.34% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.32% |
| NTPC Ltd. | Energy | Equity | 1.26% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 1.18% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.15% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 1.15% |
| One97 Communications Ltd. | Services | Equity | 1.13% |
| 360 One Wam Ltd. | Financial | Equity | 1.12% |
| Polycab India Ltd. | Capital Goods | Equity | 1.11% |
| Blue Jet Healthcare Ltd. | Healthcare | Equity | 0.29% |
| Anirit Ventures Ltd. | Textiles | Equity | 0.14% |
| Kwality Wall's (India) Ltd. | Consumer Staples | Equity | 0.02% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
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 | +17.6% | +14.7% | +14.0% | +12.8% |
| Category average (Equity Large Cap) | +15.1% | +15.0% | +13.2% | -- |
| Rank (Equity Large Cap) | 34 | 21 | 38 | -- |
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) | |
|---|---|---|---|---|
Nippon India Large Cap Fund Direct Growth | +18.85% | +20.78% | 50,106.61 | |
WhiteOak Capital Large Cap Fund Direct Growth | +17.73% | +19.96% | 1,142.03 | |
ICICI Prudential Large Cap Fund Direct Growth | +17.11% | +19.25% | 76,645.56 | |
DSP Large Cap Fund Direct Growth | +13.70% | +19.21% | 7,162.86 | |
HDFC Large Cap Fund Direct Growth | +14.71% | +17.23% | 39,620.90 | |
| Compare | ||||
Fund management
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
RFRuchi FozdarOct 2024 - PresentView details
RF
Ruchi Fozdar
Oct 2024 - 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. Satish Ramanathan is the Current Fund Manager of JM Large Cap Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,356 Cr and the Latest NAV as of 27 Feb 2026 is ₹178.86.
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₹13,356.38 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,