NSE ScannerJM Financial Mutual Fund · Equity · Large Cap · Regular plan
JM Large Cap Fund - Regular Plan - Growth
₹147.1292NAV on 30 Oct 2026Expense ratio 2.67%
29 Oct 2025NAV low 137 · high 160.81-7.5%
In plain words
Over 3 years it returned +8.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.4%.
On 3-year return it ranks 12 of 30 funds in Large Cap.
A monthly SIP over 10 years ended ₹1,48,703 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.4% | +1.9% |
| 3 months | -4.1% | -5.1% |
| 6 months | -0.7% | -3.2% |
| 1 year | -7.1% | -10.2% |
| 3 years (yearly) | +8.9% | +7.4% |
| 5 years (yearly) | +8.2% | +6.5% |
| 10 years (yearly) | +10.2% | +11.3% |
| Since start (yearly) | +7.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,466 | -6.1% |
| 3 years | ₹3,60,000 | ₹3,59,200 | -0.1% |
| 5 years | ₹5,90,000 | ₹6,96,343 | +6.5% |
| 10 years | ₹11,90,000 | ₹20,17,405 | +10.1% |
Other plan of this fund: JM Large Cap Fund - Direct Plan - Growth