How to Invest in JM Large & Mid Cap Fund Direct Growth?

You can easily invest in JM Large & Mid Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for JM Large & Mid Cap Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in JM Large & Mid Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does JM Large & Mid Cap Fund Direct Growth provide?

The JM Large & Mid Cap Fund Direct Growth has been there from 25 Jul 2025 and the average annual returns provided by this fund is NA% since its inception.

How much expense ratio is charged by JM Large & Mid Cap Fund Direct Growth?

The term Expense Ratio used for JM Large & Mid Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of JM Large & Mid Cap Fund Direct Growth is 0.59% as of 01 Oct 2025...

What is the AUM of JM Large & Mid Cap Fund Direct Growth?

The AUM, short for Assets Under Management of JM Large & Mid Cap Fund Direct Growth is ₹313.45Cr as of 01 Oct 2025.

How to Redeem JM Large & Mid Cap Fund Direct Growth?

If you want to sell your JM Large & Mid Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of JM Large & Mid Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of JM Large & Mid Cap Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of JM Large & Mid Cap Fund Direct Growth?

The NAV of JM Large & Mid Cap Fund Direct Growth is ₹10.04 as of 30 Sep 2025.

What is the PE and PB ratio of JM Large & Mid Cap Fund Direct Growth?

The PE ratio ratio of JM Large & Mid Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

JM Large & Mid Cap Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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JM Large & Mid Cap Fund Direct Growth
Equity
Large & MidCap
Very High Risk
1M
All
 NAV: 30 Sep 2025
₹10.04
Rating
NA
Min. SIP amount
₹100
Fund size
₹313.45Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (54)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity5.31%
Bharti Airtel Ltd.
CommunicationEquity4.88%
HDFC Bank Ltd.
FinancialEquity4.55%
Coforge Ltd.
TechnologyEquity3.69%
Persistent Systems Ltd.
TechnologyEquity3.55%
Bajaj Finance Ltd.
FinancialEquity2.72%
One97 Communications Ltd.
ServicesEquity2.43%
Larsen & Toubro Ltd.
ConstructionEquity2.33%
TVS Motor Company Ltd.
AutomobileEquity2.20%
CG Power and Industrial Solutions Ltd.
Capital GoodsEquity2.07%
Syrma SGS Technology Ltd.
Capital GoodsEquity2.06%
Cummins India Ltd.
Capital GoodsEquity2.01%
Fortis Healthcare Ltd.
HealthcareEquity1.99%
BSE Ltd.
ServicesEquity1.97%
Shriram Finance Ltd
FinancialEquity1.83%
Interglobe Aviation Ltd.
ServicesEquity1.80%
Dr. Reddy's Laboratories Ltd.
HealthcareEquity1.69%
The India Cements Ltd.
ConstructionEquity1.64%
Radico Khaitan Ltd.
Consumer StaplesEquity1.64%
Waaree Energies Ltd.
EnergyEquity1.63%
Mahindra & Mahindra Ltd.
AutomobileEquity1.62%
State Bank of India
FinancialEquity1.59%
Torrent Pharmaceuticals Ltd.
HealthcareEquity1.56%
PB Fintech Ltd.
ServicesEquity1.51%
Motilal Oswal Financial Services Ltd.
FinancialEquity1.50%
Adani Ports and Special Economic Zone Ltd.
ServicesEquity1.50%
Eternal Ltd.
ServicesEquity1.50%
Bharat Forge Ltd.
AutomobileEquity1.48%
Polycab India Ltd.
Capital GoodsEquity1.47%
Trent Ltd.
ServicesEquity1.47%
Ultratech Cement Ltd.
ConstructionEquity1.45%
Dixon Technologies (India) Ltd.
Capital GoodsEquity1.44%
Amber Enterprises India Ltd.
Consumer DiscretionaryEquity1.44%
Marico Ltd.
Consumer StaplesEquity1.44%
Bharat Electronics Ltd.
Capital GoodsEquity1.42%
Varun Beverages Ltd.
Consumer StaplesEquity1.40%
Max Financial Services Ltd.
FinancialEquity1.40%
Five-Star Business Finance Ltd.
FinancialEquity1.37%
HDB Financial Services Ltd.
FinancialEquity1.37%
Shaily Engineering Plastics Ltd.
ChemicalsEquity1.29%
HDFC Asset Management Company Ltd.
FinancialEquity1.28%
Tech Mahindra Ltd.
TechnologyEquity1.23%
Voltas Ltd.
Consumer DiscretionaryEquity1.23%
Onesource Specialty Pharma Ltd.
HealthcareEquity1.22%
Delhivery Ltd.
ServicesEquity1.21%
Ipca Laboratories Ltd.
HealthcareEquity1.15%
GE Vernova T&D India Ltd.
Capital GoodsEquity1.14%
Siemens Energy India Ltd.
EnergyEquity1.13%
DLF Ltd.
ConstructionEquity1.11%
Hero Motocorp Ltd.
AutomobileEquity1.06%
Avenue Supermarts Ltd.
ServicesEquity1.03%
Kaynes Technology India Ltd.
Capital GoodsEquity1.00%
Thermax Ltd.
Capital GoodsEquity0.96%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.03%
See All
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Absolute returns
1M3M6MAll
Fund returns-0.9%NANA0.4%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonEquity, Large & MidCap fundsRating1Y3YFund Size(Cr)
Motilal Oswal Large and Midcap Fund Direct Growth
5
1.1%29.4%12,628.20
Bandhan Large & Mid Cap Fund Direct Growth
5
-2.8%25.3%10,230.75
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth
5
-0.7%22.6%23,697.82
Nippon India Vision Large & Mid Cap Direct Growth
4
-2.0%21.6%6,176.73
SBI Large & Midcap Fund Direct Plan Growth
4
-0.9%17.6%33,248.12
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
29 Sep 2025 - Present
0.59%
28 Sep 2025 - 29 Sep 2025
0.59%
27 Sep 2025 - 28 Sep 2025
0.59%
26 Sep 2025 - 27 Sep 2025
0.59%
25 Sep 2025 - 26 Sep 2025
0.59%
24 Sep 2025 - 25 Sep 2025
0.59%
23 Sep 2025 - 24 Sep 2025
0.59%
22 Sep 2025 - 23 Sep 2025
0.59%
21 Sep 2025 - 22 Sep 2025
0.59%
20 Sep 2025 - 21 Sep 2025
0.59%
19 Sep 2025 - 20 Sep 2025
0.59%
18 Sep 2025 - 19 Sep 2025
0.59%
17 Sep 2025 - 18 Sep 2025
0.59%
16 Sep 2025 - 17 Sep 2025
0.59%
15 Sep 2025 - 16 Sep 2025
0.59%
14 Sep 2025 - 15 Sep 2025
0.59%
13 Sep 2025 - 14 Sep 2025
0.59%
12 Sep 2025 - 13 Sep 2025
0.59%
11 Sep 2025 - 12 Sep 2025
0.59%
10 Sep 2025 - 11 Sep 2025
0.59%
09 Sep 2025 - 10 Sep 2025
0.59%
08 Sep 2025 - 09 Sep 2025
0.59%
07 Sep 2025 - 08 Sep 2025
0.59%
06 Sep 2025 - 07 Sep 2025
0.59%
05 Sep 2025 - 06 Sep 2025
0.59%
04 Sep 2025 - 05 Sep 2025
0.59%
03 Sep 2025 - 04 Sep 2025
0.59%
02 Sep 2025 - 03 Sep 2025
0.59%
01 Sep 2025 - 02 Sep 2025
0.59%
31 Aug 2025 - 01 Sep 2025
0.59%
30 Aug 2025 - 31 Aug 2025
0.59%
29 Aug 2025 - 30 Aug 2025
0.59%
28 Aug 2025 - 29 Aug 2025
0.59%
27 Aug 2025 - 28 Aug 2025
0.59%
26 Aug 2025 - 27 Aug 2025
0.59%
25 Aug 2025 - 26 Aug 2025
0.59%
24 Aug 2025 - 25 Aug 2025
0.59%
23 Aug 2025 - 24 Aug 2025
0.59%
22 Aug 2025 - 23 Aug 2025
0.59%
21 Aug 2025 - 22 Aug 2025
0.59%
20 Aug 2025 - 21 Aug 2025
0.59%
19 Aug 2025 - 20 Aug 2025
0.59%
18 Aug 2025 - 19 Aug 2025
0.59%
17 Aug 2025 - 18 Aug 2025
0.59%
16 Aug 2025 - 17 Aug 2025
0.59%
15 Aug 2025 - 16 Aug 2025
0.59%
14 Aug 2025 - 15 Aug 2025
0.59%
13 Aug 2025 - 14 Aug 2025
0.59%
12 Aug 2025 - 13 Aug 2025
0.59%
11 Aug 2025 - 12 Aug 2025
0.59%
10 Aug 2025 - 11 Aug 2025
0.59%
09 Aug 2025 - 10 Aug 2025
0.59%
08 Aug 2025 - 09 Aug 2025
0.59%
07 Aug 2025 - 08 Aug 2025
0.59%
06 Aug 2025 - 07 Aug 2025
0.59%
05 Aug 2025 - 06 Aug 2025
0.59%
04 Aug 2025 - 05 Aug 2025
0.59%
03 Aug 2025 - 04 Aug 2025
0.59%
02 Aug 2025 - 03 Aug 2025
0.60%
01 Aug 2025 - 02 Aug 2025
0.59%
31 Jul 2025 - 01 Aug 2025
0.59%
30 Jul 2025 - 31 Jul 2025
0.59%
Expense ratio, exit load and taxExpense ratio: 0.59%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 180 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund managementAsit Bhandarkar
Jul 2025 - Present
View details
Education
Mr. Bhandarkar is a B.Com (H) and MMS.
Experience
Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
Also manages these schemes
JM Arbitrage Fund Direct Growth
JM Aggressive Hybrid Fund Direct Growth
JM Value Fund Direct Plan Growth
JM Focused Direct Plan Growth
JM Large Cap Fund Direct Plan Growth
JM ELSS Tax Saver Fund Direct Plan Growth
JM Midcap Fund Direct Growth
JM Small Cap Fund Direct Growth
JM Large & Mid Cap Fund Direct Growth
Ruchi Fozdar
Jul 2025 - Present
View details
Education
Ms. Ruchi is a graduate in science and PGDBM in finance
Experience
Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund
Also manages these schemes
JM Large & Mid Cap Fund Direct Growth
Deepak Gupta
Jul 2025 - Present
View details
Education
C.A, M.Com from Mumbai University
Experience
Prior to Joining the JM AMC, he has worked with SBI Pension Funds Private Limited, Reliance Nippon Life Insurance and Access Asset Managers Private Limited
Also manages these schemes
JM Arbitrage Fund Direct Growth
JM Aggressive Hybrid Fund Direct Growth
JM Value Fund Direct Plan Growth
JM Focused Direct Plan Growth
JM Large Cap Fund Direct Plan Growth
JM Flexicap Fund Direct Plan Growth
JM ELSS Tax Saver Fund Direct Plan Growth
JM Midcap Fund Direct Growth
JM Small Cap Fund Direct Growth
JM Large & Mid Cap Fund Direct Growth
Fund house & investment objective
JM Financial Mutual Fund
Rank (total assets)#32 in India
Total AUM₹14,046.39Cr
Date of Incorporation15 Sep 1994
    JM Large & Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund.     This scheme was made available to investors on 15 Sep 1994.     Asit Bhandarkar is the Current Fund Manager of JM Large & Mid Cap Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹14,046 Cr and     the Latest NAV as of 30 Sep 2025 is ₹10.04.  

    The JM Large & Mid Cap Fund Direct 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 180 days.
  ;
Investment ObjectiveThe Scheme seeks to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. 
 
;
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
E-mail
NA
Website
www.JMFinancialmf.com
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
JM Large & Mid Cap Fund Direct Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	5.31%
Bharti Airtel Ltd.	Communication	Equity	4.88%
HDFC Bank Ltd.	Financial	Equity	4.55%
Coforge Ltd.	Technology	Equity	3.69%
Persistent Systems Ltd.	Technology	Equity	3.55%
Bajaj Finance Ltd.	Financial	Equity	2.72%
One97 Communications Ltd.	Services	Equity	2.43%
Larsen & Toubro Ltd.	Construction	Equity	2.33%
TVS Motor Company Ltd.	Automobile	Equity	2.20%
CG Power and Industrial Solutions Ltd.	Capital Goods	Equity	2.07%
Syrma SGS Technology Ltd.	Capital Goods	Equity	2.06%
Cummins India Ltd.	Capital Goods	Equity	2.01%
Fortis Healthcare Ltd.	Healthcare	Equity	1.99%
BSE Ltd.	Services	Equity	1.97%
Shriram Finance Ltd	Financial	Equity	1.83%
Interglobe Aviation Ltd.	Services	Equity	1.80%
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	1.69%
The India Cements Ltd.	Construction	Equity	1.64%
Radico Khaitan Ltd.	Consumer Staples	Equity	1.64%
Waaree Energies Ltd.	Energy	Equity	1.63%
Mahindra & Mahindra Ltd.	Automobile	Equity	1.62%
State Bank of India	Financial	Equity	1.59%
Torrent Pharmaceuticals Ltd.	Healthcare	Equity	1.56%
PB Fintech Ltd.	Services	Equity	1.51%
Motilal Oswal Financial Services Ltd.	Financial	Equity	1.50%
Adani Ports and Special Economic Zone Ltd.	Services	Equity	1.50%
Eternal Ltd.	Services	Equity	1.50%
Bharat Forge Ltd.	Automobile	Equity	1.48%
Polycab India Ltd.	Capital Goods	Equity	1.47%
Trent Ltd.	Services	Equity	1.47%
Ultratech Cement Ltd.	Construction	Equity	1.45%
Dixon Technologies (India) Ltd.	Capital Goods	Equity	1.44%
Amber Enterprises India Ltd.	Consumer Discretionary	Equity	1.44%
Marico Ltd.	Consumer Staples	Equity	1.44%
Bharat Electronics Ltd.	Capital Goods	Equity	1.42%
Varun Beverages Ltd.	Consumer Staples	Equity	1.40%
Max Financial Services Ltd.	Financial	Equity	1.40%
Five-Star Business Finance Ltd.	Financial	Equity	1.37%
HDB Financial Services Ltd.	Financial	Equity	1.37%
Shaily Engineering Plastics Ltd.	Chemicals	Equity	1.29%
HDFC Asset Management Company Ltd.	Financial	Equity	1.28%
Tech Mahindra Ltd.	Technology	Equity	1.23%
Voltas Ltd.	Consumer Discretionary	Equity	1.23%
Onesource Specialty Pharma Ltd.	Healthcare	Equity	1.22%
Delhivery Ltd.	Services	Equity	1.21%
Ipca Laboratories Ltd.	Healthcare	Equity	1.15%
GE Vernova T&D India Ltd.	Capital Goods	Equity	1.14%
Siemens Energy India Ltd.	Energy	Equity	1.13%
DLF Ltd.	Construction	Equity	1.11%
Hero Motocorp Ltd.	Automobile	Equity	1.06%
Avenue Supermarts Ltd.	Services	Equity	1.03%
Kaynes Technology India Ltd.	Capital Goods	Equity	1.00%
Thermax Ltd.	Capital Goods	Equity	0.96%
TVS Motor Company Ltd - Pref. Shares	Automobile	Pref. Shares	0.03%

	1M	3M	6M	All
Fund returns	-0.9%	NA	NA	0.4%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Equity, Large & MidCap funds	Rating	1Y	3Y	Fund Size(Cr)
Motilal Oswal Large and Midcap Fund Direct Growth	5	1.1%	29.4%	12,628.20
Bandhan Large & Mid Cap Fund Direct Growth	5	-2.8%	25.3%	10,230.75
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth	5	-0.7%	22.6%	23,697.82
Nippon India Vision Large & Mid Cap Direct Growth	4	-2.0%	21.6%	6,176.73
SBI Large & Midcap Fund Direct Plan Growth	4	-0.9%	17.6%	33,248.12