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JM Large & Mid Cap Fund Growth
Equity
Large & MidCap
Very High Risk
NAV: 09 Feb '26
₹10.32
Min. SIP amount
Not Supported
Fund size
₹399.54 Cr
Expense ratio
2.34%
Holdings (57)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.04% |
| HDFC Bank Ltd. | Financial | Equity | 3.91% |
| Bharti Airtel Ltd. | Communication | Equity | 3.25% |
| Reliance Industries Ltd. | Energy | Equity | 2.84% |
| Bajaj Finance Ltd. | Financial | Equity | 2.72% |
| Persistent Systems Ltd. | Technology | Equity | 2.69% |
| Coforge Ltd. | Technology | Equity | 2.52% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 2.50% |
| IDFC First Bank Ltd. | Financial | Equity | 2.49% |
| Max Financial Services Ltd. | Financial | Equity | 2.38% |
| BSE Ltd. | Services | Equity | 2.24% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.23% |
| Coromandel International Ltd. | Chemicals | Equity | 2.17% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.13% |
| Shriram Finance Ltd | Financial | Equity | 2.12% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 2.01% |
| Waaree Energies Ltd. | Energy | Equity | 1.99% |
| One97 Communications Ltd. | Services | Equity | 1.94% |
| Delhivery Ltd. | Services | Equity | 1.77% |
| Interglobe Aviation Ltd. | Services | Equity | 1.71% |
| Oil India Ltd. | Energy | Equity | 1.69% |
| State Bank of India | Financial | Equity | 1.67% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.60% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 1.56% |
| The India Cements Ltd. | Construction | Equity | 1.55% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.55% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.54% |
| JSW Energy Ltd. | Capital Goods | Equity | 1.54% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 1.52% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.51% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.50% |
| PB Fintech Ltd. | Services | Equity | 1.48% |
| Eternal Ltd. | Services | Equity | 1.46% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.42% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.37% |
| Tech Mahindra Ltd. | Technology | Equity | 1.37% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 1.35% |
| Marico Ltd. | Consumer Staples | Equity | 1.34% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.31% |
| WeWork India Management Ltd. | Services | Equity | 1.30% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.27% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.25% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.22% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 1.22% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 1.16% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.16% |
| Onesource Specialty Pharma Ltd. | Healthcare | Equity | 1.16% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.14% |
| CarTrade Tech Ltd. | Services | Equity | 1.10% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.10% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.06% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.00% |
| Trent Ltd. | Services | Equity | 0.82% |
| DLF Ltd. | Construction | Equity | 0.75% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.71% |
| Blue Jet Healthcare Ltd. | Healthcare | Equity | 0.71% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | -2.3% | -2.1% | +2.5% | +1.9% |
| Category average (Equity Large & MidCap) | -- | -- | -- | -- |
| Rank (Equity Large & MidCap) | -- | 69 | 54 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 180 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) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Growth | +9.53% | +24.46% | 14,601.65 | |
Bandhan Large & Mid Cap Fund Growth | +11.86% | +23.37% | 13,967.60 | |
UTI Large & Mid Cap Fund Plan Growth | +11.38% | +22.43% | 5,615.34 | |
ICICI Prudential Large & Mid Cap Fund Growth | +11.83% | +21.44% | 27,444.64 | |
Nippon India Vision Large & Mid Cap Growth | +10.00% | +21.37% | 6,751.46 | |
| Compare | ||||
Fund management
ABAsit BhandarkarJul 2025 - PresentView details
AB
Asit Bhandarkar
Jul 2025 - Present
View details
RFRuchi FozdarJul 2025 - PresentView details
RF
Ruchi Fozdar
Jul 2025 - Present
View details
DGDeepak GuptaJul 2025 - PresentView details
DG
Deepak Gupta
Jul 2025 - Present
View details
About JM Large & Mid Cap Fund Growth
JM Large & Mid Cap Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,356 Cr and the Latest NAV as of 09 Feb 2026 is ₹10.32.
The JM Large & Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Exit load of 1%, if redeemed within 180 days.
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Investment Objective
The 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
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,