JM Large Cap Fund - Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of JM Large Cap Fund - Direct (IDCW) (17170) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
JM Large Cap Fund - Direct (IDCW)
JM Financial Asset Management Private Limited
To provide Optimum Capital growth and appreciation.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
JM Large Cap Fund - Direct (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 3.24% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 8.56% |
| ICICI Bank Ltd | Banks | 5.64% |
| Bharti Airtel Ltd | Telecom-Service | 4.98% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 4.30% |
| Reliance Industries Ltd | Refineries | 3.67% |
| Infosys Ltd | IT - Software | 3.16% |
| Interglobe Aviation Ltd | Air Transport Service | 2.72% |
| Axis Bank Ltd | Banks | 2.51% |
| Bajaj Finance Ltd | Finance | 2.41% |
| State Bank of India | Banks | 2.20% |
Sector Breakdown
Compare against Large Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
JM Large Cap Fund - Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1255.57 | 11.32% | -3.34% | 16.69% |
| HDFC Large Cap Fund - Regular (G) | ₹1159.21 | 10.98% | -3.93% | 16.00% |
| Franklin India Large Cap Fund - Direct (G) | ₹1150.04 | 14.59% | 0.36% | 14.81% |
| Franklin India Large Cap Fund (G) | ₹1036.94 | 14.17% | -0.38% | 13.87% |
| Kotak Large Cap Fund - Direct (G) | ₹674.80 | 14.75% | -0.46% | 15.96% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹595.22 | 14.33% | -1.14% | 15.73% |
| Tata Large Cap Fund - Direct (G) | ₹593.88 | 12.39% | -3.09% | 15.41% |
| Kotak Large Cap Fund (G) | ₹585.04 | 14.10% | -1.58% | 14.59% |
| Aditya Birla SL Large Cap Fund (G) | ₹537.74 | 13.95% | -1.79% | 14.96% |
| HSBC Large Cap Fund - Direct (G) | ₹537.44 | 13.32% | -3.24% | 15.08% |
Category Average Returns
Deepak Gupta
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.