JM Large & Mid Cap Fund

Large & Mid CapDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

JM Large & Mid Cap Fund is a Large & Mid Cap fund run by JM Financial Mutual Fund. On 30-09-2026, it managed ₹448 Cr of investors' money. In the year to 30-10-2026, its Direct plan returned −4.1% and its Regular plan returned −5.7%. Its benchmark, NIFTY LargeMidcap 250 TRI, returned −6.5% over the same year.

NAV (Direct plan): ₹10.20; ▼ 0.73%30-10-2026
NAV (Regular plan): ₹9.98; ▼ 0.74%30-10-2026
Expense ratio: 1.04%Direct2.72%Regular; 1.04%; A year
Riskometer: Very High; Set by the fund house
1 year return: −4.1%Direct−5.7%Regular; −4.1%; Total

JM Large & Mid Cap Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹10.20 (down 0.73% that day); Regular Plan Growth ₹9.98 (down 0.74% that day).

This fund (Direct plan)

₹10.1963

JM Large & Mid Cap Fund Returns vs NIFTY LargeMidcap 250 TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−2.28%	−4.94%	+1.48%	−4.09%	--	--	--
This fund (Regular)	−2.41%	−5.34%	+0.64%	−5.69%	--	--	--
NIFTY LargeMidcap 250 TRI	−1.32%	−6.87%	−3.40%	−6.47%	+11.53%	+10.60%	--
Large & Mid Cap average	−1.78%	−5.20%	−0.43%	−3.99%	--	--	--
Best in Large & Mid Cap	+3.19%	+2.03%	+6.53%	+4.95%	--	--	--
Worst in Large & Mid Cap	−4.75%	−10.20%	−5.87%	−14.20%	--	--	--
Rank in Large & Mid Cap	27/36	16/35	9/33	16/33	--	--	--

Category rows compare the Direct plans of 36 Large & Mid Cap funds. Rank 1 is the highest return.

JM Large & Mid Cap Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	NIFTY LargeMidcap 250 TRI
2026to date	−2.61%	−3.96%	−7.09%

JM Large & Mid Cap Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 1-year holding period, plotted on the day it ended. There are 62 periods, one for each trading day from 30-07-2026 to 30-10-2026.

−10%−5%0%5%10%15%

Aug 2025
to
Aug 2026Aug 2025
to
Aug 2026Sept 2025
to
Sept 2026Sept 2025
to
Sept 2026Oct 2025
to
Oct 2026Oct 2025
to
Oct 2026

JM Large & Mid Cap Fund (Direct)NIFTY LargeMidcap 250 TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	62	5.4%	−5.3%	12.0%	19%	2.0%	100%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than NIFTY LargeMidcap 250 TRI over the same days. Past returns do not promise future returns.

JM Large & Mid Cap Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	JM Large & Mid Cap Fund (Direct)This fund	NIFTY LargeMidcap 250 TRI
Return (CAGR)	−4.09%	−6.47%
Standard deviation	15.31%	14.95%
Sharpe ratio	-0.61	-0.78
Sortino ratio	-0.82	-1.04
Maximum drawdown	−15.5% (31-03-2026)	−14.3% (30-03-2026)
Beta	1.01	1.00
Alpha	+2.47%	0.00%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	JM Large & Mid Cap Fund (Direct)This fund	NIFTY LargeMidcap 250 TRI
Return (CAGR)	+1.11%	−2.42%
Standard deviation	14.32%	14.04%
Sharpe ratio	-0.29	-0.55
Sortino ratio	-0.40	-0.74
Maximum drawdown	−15.5% (31-03-2026)	−14.3% (30-03-2026)
Beta	1.00	1.00
Alpha	+3.51%	0.00%

From daily NAVs, 30-07-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−20%−15%−10%−5%0%

2026

JM Large & Mid Cap Fund (Direct)NIFTY LargeMidcap 250 TRI

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
JM Large & Mid Cap Fund (Direct)	−15.5%	17-11-2025	31-03-2026	29-07-2026	4 months	−8.2%
NIFTY LargeMidcap 250 TRI	−14.3%	02-01-2026	30-03-2026	03-08-2026	4 months	−8.6%

From the Direct plan's daily NAV since 30-07-2025, adjusted for unit splits, and NIFTY LargeMidcap 250 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

JM Large & Mid Cap Fund vs Other Large & Mid Cap Funds

The five Large & Mid Cap funds with the best three year return, and this fund. Direct plans.

Fund name	Rank	AUM (Cr)	Exp. ratio	1Y return	3Y return	3Y alpha	3Y beta	3Y Sharpe	3Y Sortino
Invesco India Large & Mid Cap Fund	1/26	12,178	0.79%	+1.30%	+21.30%	+9.50%	1.05	0.92	1.29	Compare
Motilal Oswal Large and Midcap Fund	2/26	19,832	0.90%	+0.26%	+20.59%	+8.24%	1.15	0.75	1.03	Compare
HSBC Large & Mid Cap Fund	3/26	5,784	1.35%	+3.59%	+17.14%	+5.04%	1.10	0.63	0.84	Compare
Bandhan Large & Mid Cap Fund	4/26	21,021	1.14%	−3.83%	+16.65%	+5.44%	0.94	0.74	1.00	Compare
Quant Large & Mid Cap Fund	5/26	3,384	1.22%	+4.95%	+14.95%	+3.37%	1.01	0.54	0.74	Compare
JM Large & Mid Cap Fund	16/33	448	1.04%	−4.09%	--	--	--	--	--

AUM is each fund's size at the end of its last reported month, from its own portfolio file. We calculate the risk ratios from daily NAVs over the last three years. The risk-free return is what NSE's overnight rate index earned over the same years. Alpha and beta compare each fund with its own benchmark's TRI. "--" means we have no figure: for alpha and beta, no daily series for that benchmark.

JM Large & Mid Cap Fund Expense Ratio and Costs

What each plan charges a year, in force from 07-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio	Large & Mid Cap median	Cost rank (1 = cheapest)
Direct	0.66%	0.08%	0.01%	0.29%	1.04%	1.08%	17/36
Regular	2.10%	0.08%	0.01%	0.53%	2.72%	2.30%	31/36

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file. Cost rank: where this plan comes when the Large & Mid Cap funds' plans of the same type are sorted from the lowest total expense ratio to the highest.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	−5.69%	−4.09%	1.60%	₹94,310	₹95,910

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

JM Large & Mid Cap Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 30-07-2025 to 30-10-2026: 16 instalments, ₹1,60,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planJM Large & Mid Cap Fund (Direct)	₹1,60,000	₹1,59,145	−₹855	−0.8%
Regular planJM Large & Mid Cap Fund (Regular)	₹1,60,000	₹1,57,282	−₹2,718	−2.4%
NIFTY LargeMidcap 250 TRI	₹1,60,000	₹1,54,109	−₹5,891	−5.3%
Category averageCategory average, 36 Large & Mid Cap funds	₹1,60,000	₹1,57,343	−₹2,657	−2.4%

₹0₹50,000₹1.0 L₹1.5 L₹2.0 L

2026

Direct planJM Large & Mid Cap Fund (Direct)Regular planJM Large & Mid Cap Fund (Regular)NIFTY LargeMidcap 250 TRICategory averageCategory average, 36 Large & Mid Cap fundsAmount invested

From each plan's published NAV (Growth option), the benchmark's TRI and the category average, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

JM Large & Mid Cap Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

97.9%Equity

Asset	Fund	Category
Equity	97.9%	95.4%
Cash and others	2.1%	3.7%

Market cap of stocks

Market cap	Fund	Category
Large Cap	40.1%	42.7%
Mid Cap	40.0%	37.7%
Small Cap	16.3%	13.3%
Not on AMFI's list	1.5%	1.5%

Share of the whole fund. Category: the average of the Large & Mid Cap funds that hold stocks. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

JM Large & Mid Cap Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Banks12.8%
Finance7.4%
Pharmaceuticals & Biotechnology6.3%
Auto Components5.1%
Capital Markets5.0%
Consumer Durables4.5%
Retailing4.1%
Automobiles3.9%
Industrial Products3.7%
Financial Technology (Fintech)3.5%

The ten largest of 33 sectors. The other 23 add up to 41.6%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Banks	11.2%	11.3%	12.8%	+1.6%
Finance	6.7%	7.5%	7.4%	+0.7%
Pharmaceuticals & Biotechnology	5.2%	6.2%	6.3%	+1.1%
Auto Components	4.8%	4.9%	5.1%	+0.3%
Capital Markets	4.7%	4.6%	5.0%	+0.3%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

JM Large & Mid Cap Fund Portfolio Holdings

As on 30-09-2026 · 65 holdings · from the fund house's monthly portfolio

Holdings	Sector	Weight%	1M change
ICICI Bank Limited	Banks	3.28%	0.0%
One 97 Communications Limited	Financial Technology (Fintech)	2.67%	0.0%
HDFC Bank Limited	Banks	2.66%	0.0%
Bajaj Finance Limited	Finance	2.51%	0.0%
Torrent Pharmaceuticals Limited	Pharmaceuticals & Biotechnology	2.21%	0.0%
Bharti Airtel Limited	Telecom - Services	2.18%	0.0%
LG Electronics India Limited	Consumer Durables	2.17%	0.0%
State Bank of India	Banks	2.14%	0.0%
Radico Khaitan Limited	Beverages	2.10%	0.0%
Shriram Finance Limited	Finance	2.02%	0.0%
GE Vernova T&D India Limited	Electrical Equipment	1.91%	0.0%
Reliance Industries Limited	Petroleum Products	1.89%	0.0%
Dixon Technologies (India) Limited	Consumer Durables	1.86%	0.0%
Navin Fluorine International Limited	Chemicals & Petrochemicals	1.84%	−0.2%
Kotak Mahindra Bank Limited	Banks	1.82%	New
PERSISTENT SYSTEMS LTD	IT - Software	1.82%	0.0%
Max Financial Services Limited	Insurance	1.81%	0.0%
IDFC First Bank Limited	Banks	1.80%	+11.2%
Aster DM Healthcare Limited	Healthcare Services	1.77%	0.0%
Mahindra & Mahindra Financial Serv Ltd.	Finance	1.75%	+30.9%
BSE Ltd	Capital Markets	1.72%	+13.9%
JSW Energy Limited	Power	1.70%	0.0%
Billionbrains Garage Ventures Ltd.	Capital Markets	1.63%	+14.4%
Motilal Oswal Financial Services Limited	Capital Markets	1.63%	0.0%
Marico Limited	Agricultural Food & other Products	1.63%	0.0%
Mahindra & Mahindra Limited	Automobiles	1.61%	0.0%
Jindal Steel Limited	Ferrous Metals	1.57%	0.0%
Sansera Engineering Limited	Auto Components	1.55%	+7.1%
WeWork India Management Limited	Commercial Services & Supplies	1.54%	0.0%
UNO Minda Limited	Auto Components	1.53%	0.0%
Tech Mahindra Limited	IT - Software	1.52%	0.0%
Eternal Limited	Retailing	1.52%	0.0%
TVS Motor Company Limited	Automobiles	1.48%	0.0%
Mankind Pharma Limited	Pharmaceuticals & Biotechnology	1.42%	0.0%
Fortis Healthcare Limited	Healthcare Services	1.38%	0.0%
Larsen & Toubro Limited	Construction	1.37%	0.0%
Glenmark Pharmaceuticals Limited	Pharmaceuticals & Biotechnology	1.33%	0.0%
Zydus Lifesciences Limited	Pharmaceuticals & Biotechnology	1.32%	0.0%
Hindustan Aeronautics Limited	Aerospace & Defense	1.31%	0.0%
E2E Networks Limited	IT - Services	1.30%	New
Vishal Mega Mart Limited	Retailing	1.30%	0.0%
CarTrade Tech Limited	Retailing	1.29%	−2.1%
Adani Port & Special Economic Zone Ltd	Transport Infrastructure	1.26%	0.0%
The Indian Hotels Company Limited	Leisure Services	1.25%	0.0%
InterGlobe Aviation Limited	Transport Services	1.24%	0.0%
K.P.R. Mill Ltd	Textiles & Apparels	1.23%	0.0%
Bharat Electronics Limited	Aerospace & Defense	1.19%	0.0%
Hindustan Zinc Limited	Non - Ferrous Metals	1.15%	0.0%
City Union Bank Limited	Banks	1.12%	−16.6%
Piramal Finance Ltd	Finance	1.08%	0.0%
JSW Infrastructure Limited	Transport Infrastructure	1.08%	0.0%
CRAFTSMAN AUTOMATION LIMITED	Auto Components	1.07%	0.0%
EPL Limited	Industrial Products	1.06%	New
Supreme Industries Limited	Industrial Products	1.00%	0.0%
BELRISE INDUSTRIES LIMITED	Auto Components	0.98%	0.0%
Honeywell Automation India Limited	Industrial Manufacturing	0.97%	0.0%
GRAPHITE INDIA LTD	Industrial Products	0.96%	New
Premier Energies Limited	Electrical Equipment	0.95%	0.0%
Ashok Leyland Limited	Agricultural, Commercial & Construction Vehicles	0.93%	0.0%
INDIA CEMENTS LTD	Cement & Cement Products	0.91%	0.0%
PB Fintech Limited	Financial Technology (Fintech)	0.85%	0.0%
Maruti Suzuki India Limited	Automobiles	0.80%	0.0%
LEAP India Limited	Commercial Services & Supplies	0.77%	0.0%
Lumino Industries Limited	Industrial Products	0.70%	0.0%
Bosch Home Comfort India Limited	Consumer Durables	0.50%	0.0%

JM Large & Mid Cap Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

Coforge Limited	Sold out	−100%	was 2.38%
Navin Fluorine International Limited	Reduced	−0.2%	1.84%
Kotak Mahindra Bank Limited	New	New	1.82%
IDFC First Bank Limited	Added	+11.2%	1.80%
Mahindra & Mahindra Financial Serv Ltd.	Added	+30.9%	1.75%
BSE Ltd	Added	+13.9%	1.72%
Billionbrains Garage Ventures Ltd.	Added	+14.4%	1.63%
Sansera Engineering Limited	Added	+7.1%	1.55%
CarTrade Tech Limited	Reduced	−2.1%	1.29%
City Union Bank Limited	Reduced	−16.6%	1.12%
E2E Networks Limited	New	New	1.30%
EPL Limited	New	New	1.06%
GRAPHITE INDIA LTD	New	New	0.96%
UltraTech Cement Limited	Sold out	−100%	was 0.84%
Diamond Power Infrastructure Limited	Sold out	−100%	was 0.82%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What JM Large & Mid Cap Fund bought and sold

JM Large & Mid Cap Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
JM ELSS - Tax Saver FundELSS · JM Financial	44.5%	27	Compare
Union Large & Midcap FundLarge & Mid Cap · Union	41.9%	32	Compare
JM Large Cap FundLarge Cap · JM Financial	41.8%	24	Compare
Canara Robeco Flexi Cap FundFlexi Cap · Canara Robeco	40.4%	33	Compare
Mahindra Manulife Innovation Opportunities FundThematic · Mahindra Manulife	39.7%	25	Compare
Helios Large & Mid Cap FundLarge & Mid Cap · Helios	39.4%	25	Compare
Mahindra Manulife Flexi Cap FundFlexi Cap · Mahindra Manulife	38.6%	28	Compare
Canara Robeco Multi Cap FundMulti Cap · Canara Robeco	38.2%	35	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

JM Large & Mid Cap Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 1.04%
Expense ratio (Regular): 2.72%
Category: Large & Mid Cap
Risk: Very High
Benchmark: Nifty LargeMidcap 250 TRI
Launch date: 25-07-2025
Minimum investment: ₹1,000
Minimum additional investment: ₹100
AUM: ₹447.90 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 153629
ISIN (Direct): INF192K01NK7
Scheme code (Regular): 153627
ISIN (Regular): INF192K01NM3
NAV history: From 30-07-2025, 1.3 years

Exit load: In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment. No Entry / Exit Load shall be levied on units allotted on Reinvestment of Income Distribution cum Capital Withdrawal Option In respect of Systematic Transactions such as SIP, STP, SWP, Exit Load, if any, prevailing on the date of registration / enrolment for SIP/STP/SWP shall be levied for all the opted Installments.

Tax on JM Large & Mid Cap Fund returns

JM Large & Mid Cap Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹10.1963	30-10-2026
direct	IDCW	₹10.1963	30-10-2026
regular	Growth	₹9.9788	30-10-2026
regular	IDCW	₹9.9788	30-10-2026

About JM Large & Mid Cap Fund

JM Large & Mid Cap Fund is a mutual fund from JM Financial Mutual Fund. Its category is Large & Mid Cap. It was launched on 25-07-2025. Its benchmark is Nifty LargeMidcap 250 TRI. At the end of September 2026 it held 65 securities.

Fund Manager

Asit Bhandarkar
Fund manager of JM Large & Mid Cap Fund, since 25-07-2025
Deepak Gupta
Fund manager of JM Large & Mid Cap Fund, since 25-07-2025
Ruchi Fozdar
Fund manager of JM Large & Mid Cap Fund, since 25-07-2025

See all funds of JM Financial Mutual Fund

AUM change

September 2026: ₹447.90 Cr; −3.57% from August 2026
August 2026: ₹464.46 Cr; +3.82% from July 2026
July 2026: ₹447.35 Cr; +2.75% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare JM Large & Mid Cap Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

JM Large & Mid Cap vs Invesco India Large & Mid CapLarge & Mid Cap
JM Large & Mid Cap vs Motilal Oswal Large and MidcapLarge & Mid Cap
JM Large & Mid Cap vs HSBC Large & Mid CapLarge & Mid Cap
JM Large & Mid Cap vs Bandhan Large & Mid CapLarge & Mid Cap
JM Large & Mid Cap vs Quant Large & Mid CapLarge & Mid Cap
JM Large & Mid Cap vs JM ELSS - Tax Saver44.5% overlap
JM Large & Mid Cap vs Union Large & Midcap41.9% overlap
JM Large & Mid Cap vs JM Large Cap41.8% overlap

Compare with any other fund

Frequently Asked Questions for JM Large & Mid Cap Fund

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

The Direct plan NAV is ₹10.1963. The Regular plan NAV is ₹9.9788, as on 30-10-2026.

What are the returns of JM Large & Mid Cap Fund?

The Direct plan returned −4.09% in 1 year. The Regular plan returned −5.69% in 1 year. These figures are as on 30-10-2026.

What is the expense ratio of JM Large & Mid Cap Fund?

The Direct plan charges 1.04% a year. The Regular plan charges 2.72% a year. This is the figure the fund house reported to AMFI, in force from 07-10-2026.

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

JM Large & Mid Cap Fund managed ₹447.90 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of JM Large & Mid Cap Fund?

At the end of September 2026 the largest holdings were ICICIBANK (3.28%), PAYTM (2.67%), HDFCBANK (2.66%), BAJFINANCE (2.51%), TORNTPHARM (2.21%). The fund held 65 securities in all.

What did JM Large & Mid Cap Fund buy and sell in September 2026?

It bought 4 new stocks: Kotak Mahindra Bank Limited, EPL Limited, E2E Networks Limited, GRAPHITE INDIA LTD. It sold out of 3: UltraTech Cement Limited, Coforge Limited, Diamond Power Infrastructure Limited. It added shares in 5. It reduced 3.

How do I invest in JM Large & Mid Cap Fund?

Through JM Financial Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹1,000. You can invest once or through a monthly SIP.

Who is the fund manager of JM Large & Mid Cap Fund?

Asit Bhandarkar (since 25-07-2025), Deepak Gupta (since 25-07-2025), Ruchi Fozdar (since 25-07-2025).

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.