Large & Mid Cap · Equity

JM Large & Mid Cap Fund

JM Financial Mutual Fund

Benchmark

Nifty LargeMidcap 250 TRI

Riskometer

Very High

Size

₹450 cr

Allotted

25 Jul 2025

Holdings as of

Not on record

JM Large & Mid Cap Fund is a large & mid cap fund of JM Financial Mutual Fund with ₹450 cr under management. It is ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 1 of 1 periods. Its direct plan charges 1.04% a year. Asit Bhandarkar has managed it for 1.2 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has JM Large & Mid Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty LargeMidcap 250 TRI, in 1 of 1 periods in AMFI's figures; +0.68% over the last year against −3.11%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty LargeMidcap 250 TRI	Ahead
1 month	−3.81%	−3.99%	—
3 months	−2.44%	−5.53%	—
6 months	+4.40%	−1.71%	—
1 year	+0.85%	−2.77%	+3.62 pts
3 years	—	+10.63%	—
5 years	—	+9.76%	—
10 years	—	+14.03%	—
Since start from 30 Jul 2025	+3.06%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+0.68%	−1.00%	−3.11%	+3.79	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Large & Mid Cap funds, and how steady the lead is, in the app

Value of 100, month-end

Jul 2025 to 14 Oct 2026

Fund 104Nifty LargeMidcap 250 TRI 99

₹100 put in at the start of Jul 2025 would be ₹104 on 14 Oct 2026, against ₹99 in the Nifty LargeMidcap 250 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does JM Large & Mid Cap Fund cost?

1.04% a year on the direct plan, 2.72% on the regular plan; 16 of 36 funds in its category charge less.

Direct plan

1.04% a year

Category median 1.07%

Regular plan

2.72% a year

Category median 2.29%

Gap

1.68 points

for the same holdings

16 of 36 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Schemes - Large & Mid Cap Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages JM Large & Mid Cap Fund?

Asit Bhandarkar, since 25 Jul 2025; Deepak Gupta, since 25 Jul 2025; Ruchi Fozdar, since 25 Jul 2025.

Asit Bhandarkar

1.2 years

since 25 Jul 2025

Deepak Gupta

1.2 years

since 25 Jul 2025

Ruchi Fozdar

1.2 years

since 25 Jul 2025

Benchmark as filedNifty Large Midcap 250 TRI (Total Return Index)

Exit load

In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment. No Entry / Exit Load shall be levied on units allotted on Reinvestment of Income Distribution cum Capital Withdrawal Option In respect of Systematic Transactions such as SIP, STP, SWP, Exit Load, if any, prevailing on the date of registration / enrolment for SIP/STP/SWP shall be levied for all the opted Installments.

From 27 Scheme Summary Documents filed with NSE, first on 13 Apr 2026; as on 13 Oct 2026

What does JM Large & Mid Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.