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

You can easily invest in JM Large & Mid Cap Fund 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 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance

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

The JM Large & Mid Cap Fund 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 Growth?

The term Expense Ratio used for JM Large & Mid Cap Fund 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 Growth is 2.34% as of 08 Sep 2025...

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

The AUM, short for Assets Under Management of JM Large & Mid Cap Fund Growth is ₹295.09Cr as of 08 Sep 2025.

How to Redeem JM Large & Mid Cap Fund Growth?

If you want to sell your JM Large & Mid Cap Fund 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 Growth?

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

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

The NAV of JM Large & Mid Cap Fund Growth is ₹10.18 as of 05 Sep 2025.

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

The PE ratio ratio of JM Large & Mid Cap Fund 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 Growth - NAV, Mutual Fund Performance & Portfolio

<img alt="JM Large &amp; Mid Cap Fund Growth" srcSet="https://assets-netstorage.groww.in/mf-assets/logos/jm_groww.png 1x, https://assets-netstorage.groww.in/mf-assets/logos/jm_groww.png 2x" src="https://assets-netstorage.groww.in/mf-assets/logos/jm_groww.png" decoding="async" data-nimg="intrinsic" style="position:absolute;top:0;left:0;bottom:0;right:0;box-sizing:border-box;padding:0;border:none;margin:auto;display:block;width:0;height:0;min-width:100%;max-width:100%;min-height:100%;max-height:100%" class="companyLogo_companyImage__bT0On absolute-center mfh239Logo" loading="lazy"/>
JM Large & Mid Cap Fund Growth
Equity
Large & MidCap
Very High Risk
1M
All
 NAV: 05 Sep 2025
₹10.18
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹295.09Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (41)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity5.97%
HDFC Bank Ltd.
FinancialEquity5.13%
Bharti Airtel Ltd.
CommunicationEquity4.02%
Coforge Ltd.
TechnologyEquity3.97%
Persistent Systems Ltd.
TechnologyEquity3.32%
Bajaj Finance Ltd.
FinancialEquity2.90%
Larsen & Toubro Ltd.
ConstructionEquity2.50%
One97 Communications Ltd.
ServicesEquity2.21%
Fortis Healthcare Ltd.
HealthcareEquity2.09%
Interglobe Aviation Ltd.
ServicesEquity2.00%
TVS Motor Company Ltd.
AutomobileEquity1.99%
Cummins India Ltd.
Capital GoodsEquity1.99%
Motilal Oswal Financial Services Ltd.
FinancialEquity1.70%
Bharat Forge Ltd.
AutomobileEquity1.66%
BSE Ltd.
ServicesEquity1.65%
Varun Beverages Ltd.
Consumer StaplesEquity1.59%
Dr. Reddy's Laboratories Ltd.
HealthcareEquity1.55%
SRF Ltd.
DiversifiedEquity1.55%
Radico Khaitan Ltd.
Consumer StaplesEquity1.53%
Ultratech Cement Ltd.
ConstructionEquity1.49%
Marico Ltd.
Consumer StaplesEquity1.49%
Shriram Finance Ltd
FinancialEquity1.48%
Torrent Pharmaceuticals Ltd.
HealthcareEquity1.47%
Mahindra & Mahindra Ltd.
AutomobileEquity1.47%
Adani Ports and Special Economic Zone Ltd.
ServicesEquity1.46%
Eternal Ltd.
ServicesEquity1.46%
Amber Enterprises India Ltd.
Consumer DiscretionaryEquity1.40%
Polycab India Ltd.
Capital GoodsEquity1.39%
HDFC Asset Management Company Ltd.
FinancialEquity1.15%
Kaynes Technology India Ltd.
Capital GoodsEquity1.07%
Waaree Energies Ltd.
EnergyEquity1.01%
Ipca Laboratories Ltd.
HealthcareEquity1.00%
Dixon Technologies (India) Ltd.
Capital GoodsEquity1.00%
Voltas Ltd.
Consumer DiscretionaryEquity0.99%
Avenue Supermarts Ltd.
ServicesEquity0.98%
DLF Ltd.
ConstructionEquity0.98%
Trent Ltd.
ServicesEquity0.97%
Five-Star Business Finance Ltd.
FinancialEquity0.95%
HDB Financial Services Ltd.
FinancialEquity0.77%
GE Vernova T&D India Ltd.
Capital GoodsEquity0.69%
Thermax Ltd.
Capital GoodsEquity0.32%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
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-0.3%NANA0.1%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonEquity, Large & MidCap fundsRating1Y3YFund Size(Cr)
Motilal Oswal Large and Midcap Fund Growth
5
2.6%26.6%12,427.89
Bandhan Large & Mid Cap Fund Growth
5
-3.0%23.2%9,996.58
ICICI Prudential Large & Mid Cap Fund Growth
5
-0.1%20.7%23,246.14
UTI Large & Mid Cap Fund Plan Growth
4
-4.5%20.1%4,864.89
Nippon India Vision Large & Mid Cap Growth
4
0.3%20.1%6,173.85
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
05 Sep 2025 - Present
2.34%
04 Sep 2025 - 05 Sep 2025
2.34%
03 Sep 2025 - 04 Sep 2025
2.34%
02 Sep 2025 - 03 Sep 2025
2.34%
01 Sep 2025 - 02 Sep 2025
2.34%
31 Aug 2025 - 01 Sep 2025
2.34%
30 Aug 2025 - 31 Aug 2025
2.34%
29 Aug 2025 - 30 Aug 2025
2.34%
28 Aug 2025 - 29 Aug 2025
2.34%
27 Aug 2025 - 28 Aug 2025
2.34%
26 Aug 2025 - 27 Aug 2025
2.34%
25 Aug 2025 - 26 Aug 2025
2.34%
24 Aug 2025 - 25 Aug 2025
2.34%
23 Aug 2025 - 24 Aug 2025
2.34%
22 Aug 2025 - 23 Aug 2025
2.34%
21 Aug 2025 - 22 Aug 2025
2.34%
20 Aug 2025 - 21 Aug 2025
2.34%
19 Aug 2025 - 20 Aug 2025
2.34%
18 Aug 2025 - 19 Aug 2025
2.34%
17 Aug 2025 - 18 Aug 2025
2.34%
16 Aug 2025 - 17 Aug 2025
2.34%
15 Aug 2025 - 16 Aug 2025
2.34%
14 Aug 2025 - 15 Aug 2025
2.34%
13 Aug 2025 - 14 Aug 2025
2.34%
12 Aug 2025 - 13 Aug 2025
2.34%
11 Aug 2025 - 12 Aug 2025
2.34%
10 Aug 2025 - 11 Aug 2025
2.34%
09 Aug 2025 - 10 Aug 2025
2.34%
08 Aug 2025 - 09 Aug 2025
2.34%
07 Aug 2025 - 08 Aug 2025
2.34%
06 Aug 2025 - 07 Aug 2025
2.34%
05 Aug 2025 - 06 Aug 2025
2.34%
04 Aug 2025 - 05 Aug 2025
2.34%
03 Aug 2025 - 04 Aug 2025
2.34%
02 Aug 2025 - 03 Aug 2025
2.35%
01 Aug 2025 - 02 Aug 2025
2.34%
31 Jul 2025 - 01 Aug 2025
2.34%
30 Jul 2025 - 31 Jul 2025
2.34%
Expense ratio, exit load and taxExpense ratio: 2.34%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 Large Cap Fund Growth
JM Aggressive Hybrid Fund Growth
JM Value Fund Growth
JM Arbitrage Fund Growth
JM ELSS Tax Saver Fund Growth
JM Focused Fund Growth
JM Midcap Fund Growth
JM Small Cap Fund Growth
JM Large & Mid Cap Fund 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 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 Large Cap Fund Growth
JM Aggressive Hybrid Fund Growth
JM Value Fund Growth
JM Arbitrage Fund Growth
JM ELSS Tax Saver Fund Growth
JM Focused Fund Growth
JM Flexicap Fund Growth
JM Midcap Fund Growth
JM Small Cap Fund Growth
JM Large & Mid Cap Fund 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 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 ₹14,046 Cr and     the Latest NAV as of 05 Sep 2025 is ₹10.18.  

    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.
  ;
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 Growth
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	5.97%
HDFC Bank Ltd.	Financial	Equity	5.13%
Bharti Airtel Ltd.	Communication	Equity	4.02%
Coforge Ltd.	Technology	Equity	3.97%
Persistent Systems Ltd.	Technology	Equity	3.32%
Bajaj Finance Ltd.	Financial	Equity	2.90%
Larsen & Toubro Ltd.	Construction	Equity	2.50%
One97 Communications Ltd.	Services	Equity	2.21%
Fortis Healthcare Ltd.	Healthcare	Equity	2.09%
Interglobe Aviation Ltd.	Services	Equity	2.00%
TVS Motor Company Ltd.	Automobile	Equity	1.99%
Cummins India Ltd.	Capital Goods	Equity	1.99%
Motilal Oswal Financial Services Ltd.	Financial	Equity	1.70%
Bharat Forge Ltd.	Automobile	Equity	1.66%
BSE Ltd.	Services	Equity	1.65%
Varun Beverages Ltd.	Consumer Staples	Equity	1.59%
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	1.55%
SRF Ltd.	Diversified	Equity	1.55%
Radico Khaitan Ltd.	Consumer Staples	Equity	1.53%
Ultratech Cement Ltd.	Construction	Equity	1.49%
Marico Ltd.	Consumer Staples	Equity	1.49%
Shriram Finance Ltd	Financial	Equity	1.48%
Torrent Pharmaceuticals Ltd.	Healthcare	Equity	1.47%
Mahindra & Mahindra Ltd.	Automobile	Equity	1.47%
Adani Ports and Special Economic Zone Ltd.	Services	Equity	1.46%
Eternal Ltd.	Services	Equity	1.46%
Amber Enterprises India Ltd.	Consumer Discretionary	Equity	1.40%
Polycab India Ltd.	Capital Goods	Equity	1.39%
HDFC Asset Management Company Ltd.	Financial	Equity	1.15%
Kaynes Technology India Ltd.	Capital Goods	Equity	1.07%
Waaree Energies Ltd.	Energy	Equity	1.01%
Ipca Laboratories Ltd.	Healthcare	Equity	1.00%
Dixon Technologies (India) Ltd.	Capital Goods	Equity	1.00%
Voltas Ltd.	Consumer Discretionary	Equity	0.99%
Avenue Supermarts Ltd.	Services	Equity	0.98%
DLF Ltd.	Construction	Equity	0.98%
Trent Ltd.	Services	Equity	0.97%
Five-Star Business Finance Ltd.	Financial	Equity	0.95%
HDB Financial Services Ltd.	Financial	Equity	0.77%
GE Vernova T&D India Ltd.	Capital Goods	Equity	0.69%
Thermax Ltd.	Capital Goods	Equity	0.32%

	1M	3M	6M	All
Fund returns	-0.3%	NA	NA	0.1%
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 Growth	5	2.6%	26.6%	12,427.89
Bandhan Large & Mid Cap Fund Growth	5	-3.0%	23.2%	9,996.58
ICICI Prudential Large & Mid Cap Fund Growth	5	-0.1%	20.7%	23,246.14
UTI Large & Mid Cap Fund Plan Growth	4	-4.5%	20.1%	4,864.89
Nippon India Vision Large & Mid Cap Growth	4	0.3%	20.1%	6,173.85