Comprehensive analysis of JM Large & Mid Cap Fund - Regular (IDCW) (45837) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
JM Financial Asset Management Private Limited
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Balanced Mix
New Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Recent performance momentum
Outperformance vs benchmark
Risk-adjusted returns
Historical performance consistency
Assets under management
Fund manager experience
Fund management costs
Market exposure level
This fund has outperformed its benchmark by 2.46% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 1W | 1M |
|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1569.51 | 0.58% | 1.63% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1458.74 | 0.57% | 1.57% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1116.27 | 0.52% | 3.09% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹998.01 | 0.50% | 3.01% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹994.35 | 0.55% | 1.66% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹893.12 | 0.53% | 1.59% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹675.68 | 0.09% | 0.69% |
| SBI Large & Midcap Fund - Direct (G) | ₹673.64 | 0.56% | 1.18% |
| SBI Large & Midcap Fund (G) | ₹620.27 | 0.55% | 1.11% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹604.04 | 0.07% | 0.59% |
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