Investment type
JM Large Cap Fund - Direct (G) is a mutual fund under the Large Cap category, managed by JM Financial Mutual Fund. It was launched on 09 Jun 1994, and has been active for over 31 years. As of 30 Jun 2025 the fund manages assets worth ₹540 Crores. The expense ratio is 0.74%.
This fund generated returns of -5.5% in the last 1 year. Since its inception, it has provided an average annual return of 13.22%.
The fund's investments are mainly concentrated in sectors like Banks, Finance, Automobiles, Petroleum Products and IT-Software.
The top five holdings in this fund include prominent companies such as HDFC Bank, Bharti Airtel, ICICI Bank, Larsen & Toubro and Infosys.
To provide Optimum Capital growth and appreciation.
Large cap funds are low to moderate risk as they invest in stable, well-established companies.
Yes, if you’re seeking stable growth and less volatility compared to mid or small-cap funds.
Three to five years is recommended to benefit from steady growth.
Yes, they are open-ended, so you can redeem them whenever needed.
These funds typically have lower expenses, often around 0.5% to 1%, due to lower volatility and stable returns.
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