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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
JM Large & Mid Cap Fund Growth
NAV: 23 Jul '26
₹10.34
Min. for SIP
₹100
Fund size (AUM)
₹435.38 Cr
Expense ratio
2.64%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,317 | +2.11% | |
| 6 months | ₹30,000 | ₹31,441 | +4.80% | |
| 1 year | ₹60,000 | ₹62,043 | +3.40% |
Holdings (65)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 3.51% |
| HDFC Bank Ltd | Financial | Equity | 3.08% |
| Bajaj Finance Ltd | Financial | Equity | 2.70% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.64% |
| Bharti Airtel Ltd | Technology | Equity | 2.36% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.34% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.20% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.19% |
| Max Financial Services Ltd | Financial | Equity | 2.15% |
| JSW Energy Ltd | Energy & Utilities | Equity | 2.06% |
| Coforge Ltd | Technology | Equity | 2.05% |
| GE T&D India Ltd | Industrials | Equity | 2.05% |
| One 97 Communications Ltd | Industrials | Equity | 2.02% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 2.01% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.95% |
| BSE Ltd | Financial | Equity | 1.94% |
| State Bank of India | Financial | Equity | 1.93% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.84% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 1.79% |
| Marico Ltd | Consumer Staples | Equity | 1.79% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.76% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.72% |
| Kei Industries Ltd | Industrials | Equity | 1.71% |
| WeWork India Management Ltd. | Industrials | Equity | 1.66% |
| IDFC First Bank Ltd | Financial | Equity | 1.62% |
| Persistent Systems Ltd | Technology | Equity | 1.57% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 1.56% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.55% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.53% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.50% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.47% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.46% |
| Hindustan Zinc Ltd | Materials | Equity | 1.43% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.41% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 1.35% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.35% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 1.34% |
| PB Fintech Ltd | Financial | Equity | 1.33% |
| Bharat Electronics Ltd | Industrials | Equity | 1.30% |
| Zomato Ltd | Technology | Equity | 1.29% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.28% |
| Coromandel International Ltd | Materials | Equity | 1.28% |
| City Union Bank Ltd | Financial | Equity | 1.27% |
| Tech Mahindra Ltd | Technology | Equity | 1.24% |
| JSW Infrastructure Ltd | Industrials | Equity | 1.23% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 1.21% |
| The India Cements Ltd | Materials | Equity | 1.17% |
| Lupin Ltd | Healthcare | Equity | 1.17% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.15% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 1.10% |
| Navin Fluorine International Ltd | Materials | Equity | 1.08% |
| Phoenix Mills Ltd | Real Estate | Equity | 1.07% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 1.03% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.00% |
| Trent Ltd | Consumer Discretionary | Equity | 0.98% |
| Ashok Leyland Ltd | Industrials | Equity | 0.98% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 0.97% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 0.97% |
| Indus Towers Ltd | Technology | Equity | 0.90% |
| Ultratech Cement Ltd | Materials | Equity | 0.88% |
| Net Receivables | Unspecified | Net Receivables | 0.87% |
| Waaree Energies Ltd. | Energy & Utilities | Equity | 0.87% |
| Reverse Repo | Unspecified | Reverse Repo | 0.78% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 0.51% |
| Honeywell Automation India Ltd | Technology | Equity | 0.49% |
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 | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | +2.1% | +4.4% | +2.4% | +4.7% |
| Category average (Equity Large & MidCap) | -- | -- | -- | -- |
| Rank (Equity Large & MidCap) | -- | 6 | 15 | -- |
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) | |
|---|---|---|---|---|
 | +1.83% | +18.11% | 18,783.25 | |
 | +1.97% | +16.21% | 30,971.14 | |
 | +0.71% | +15.86% | 6,217.83 | |
 | -0.09% | +15.85% | 7,459.12 | |
 | +2.93% | +13.59% | 40,849.93 | |
| Compare | ||||
Fund management
RFRuchi FozdarJul 2025 - PresentView details
RF
Ruchi Fozdar
Jul 2025 - Present
View details
ABAsit BhandarkarJul 2025 - PresentView details
AB
Asit Bhandarkar
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. Ruchi Fozdar is the Current Fund Manager of JM Large & Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,746 Cr and the Latest NAV as of 23 Jul 2026 is ₹10.34.
The JM Large & Mid Cap Fund 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 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₹12,746.12 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,