
JM Large & Mid Cap Fund(G)-Direct Plan
+1.76%
1Y annualised
+1.76%
1Y annualised
+0.28% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹10.62
Min. SIP amount
₹1,000
Fund size (AUM)
464 Cr
Expense ratio
0.59%
Launched on
25 Jul 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹10.62
Min. SIP amount
₹1,000
Fund size (AUM)
464 Cr
Expense ratio
0.59%
Launched on
25 Jul 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
38.31%
Mid Cap
44.14%
Small Cap
14.47%
Others
3.08%
Sector Allocation
Finance
12.71%
Bank
11.28%
Automobile & Ancillaries
10.39%
It
9.88%
Healthcare
9.63%
Domestic Equities
8.77%
Capital Goods
4.48%
Consumer Durables
3.46%
Others
29.40%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 180D, Nil after 180D
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
Asit Bhandarkar
Present
Deepak Gupta.
Present
Ruchi Fozdar
Present
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FAQs
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