ad
JM Large Cap Fund(G)-Direct Plan

JM Large Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+10.93%

5Y annualised

Expert Rating Locked 🔒

Subscribe to unlock the ratings

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit.
  • Mattis eget etiam curabitur a cras malesuada pulvinar.

Buy, Hold or Sell?

Unlock our SEBI-RIA verdict on this fund.

Locked

NAV : 09 Sep 2026

₹177.63

Min. SIP amount

₹1,000

Fund size (AUM)

393 Cr

Expense ratio

0.81%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,41,074

Stock Allocation

Stock nameSectorAllocation
Icici Bank LimitedBank4.88%
State Bank Of IndiaBank4.55%
Bharti Airtel LimitedTelecom3.61%

Fund Composition

393 Cr

Large Cap

77.40%

Mid Cap

16.34%

Small Cap

0.08%

Others

6.18%

Sector Allocation

393 Cr

Bank

18.63%

Automobile & Ancillaries

10.52%

It

8.80%

Healthcare

8.53%

Finance

7.98%

Telecom

3.61%

Capital Goods

3.38%

Cash & Cash Equivalents And Net Assets

3.37%

Others

35.10%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 30D, Nil after 30D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

DG

Deepak Gupta.

Present

AB

Asit Bhandarkar

Present

SR

Satish Ramanathan

Present

RF

Ruchi Fozdar

Present

Similar/Peer Fund Comparison

Fund name
Q

Quant Large Cap Fund(G)-Direct Plan

+13.11%
T

Taurus Large Cap Fund(G)-Direct Plan

+12.61%
B

Bank of India Large Cap Fund(G)-Direct Plan

+12.80%
I

Invesco India Largecap Fund(G)-Direct Plan

+13.77%
I

ITI Large Cap Fund(G)-Direct Plan

+11.00%
B

Bajaj Finserv Large Cap Fund(G)-Direct Plan

+0.00%
B

Bandhan Large Cap Fund(G)-Direct Plan

+12.72%
B

Baroda BNP Paribas Large Cap Fund(G)-Direct Plan

+11.53%

FAQs

JM Large Cap Fund(G)-Direct Plan is a part of JM Financial Asset Management Private Limited, it was incepted on 01 Jan 2013. This fund is managed by Deepak Gupta., Asit Bhandarkar, Satish Ramanathan and Ruchi Fozdar. It is a Equity type of fund.

The current NAV of JM Large Cap Fund(G)-Direct Plan is ₹177.63 (as of 09 Sep 2026).

JM Large Cap Fund(G)-Direct Plan has delivered 1.41% in 1 year, 10.74% in 3 years, and 10.93% in 5 years (annualised).

The minimum SIP amount for JM Large Cap Fund(G)-Direct Plan is ₹1000.

The expense ratio of JM Large Cap Fund(G)-Direct Plan is 0.81%.

PRO Mutual Fund Advisory is Univest's personalised mutual fund advisory service. We analyse your portfolio, risk protile and goals to recommend the right mix of funds for you.

Anyone looking for personalised fund guidance—whether you're starting your MF journey or existing investors who want guidance on improving or restructuring their existing MF portfolio

Our recommendations are built on your profile, risk level, goals, existing portfolio, and Univest's proprietary fund ratings, not generic lists or trending funds.

A. Basic (PRO MF) - Get a personalised basket built for your goals and risk level, along with a complete portfolio health check, quarterly rebalancing guidance, and smart insights to optimise your returns.
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.

You can choose to execute them from any platform you already use. However, executing on Univest gives you a smoother experience with one-click investing and effortless rebalancing

GET THE APP

Join 1Cr users today.

SEBI Registered Analyst-backed Picks. Free Demat. One App

  • Free Demat account in under 5 minutes
  • Live market data — Nifty, Sensex, sector insights
  • SEBI Registered analyst-backed stock picks
Get it on Google PlayDownload on the App Store
Stocks:
All|a|b|c|d|e|f|g|h|i|j|k|l|m|n|o|p|q|r|s|t|u|v|w|x|y|z

Copyright 2026 Univest. All rights reserved.
Designed with ❤️ in India

arrow down