JM Large & Mid Cap Fund - Direct Plan - Growth Option
code 153629 Large & Mid Cap Fund direct plan ยท growth NAVs 2025-07-30 to 2026-11-09
Growth of โน10,000 vs benchmark
From 2025-07-30, common dates. Scroll or drag to zoom.
Drawdown
Rolling -year CAGR
Insufficient history.
Returns
| period | fund | fund* | benchmark* | fund โ benchmark* | from โ to |
|---|---|---|---|---|---|
| 1M | 6.12% | -5.66% | -6.55% | 0.89% | 2026-10-09 โ 2026-11-09 |
| 3M | -0.38% | 0.30% | -3.92% | 4.22% | 2026-08-07 โ 2026-11-09 |
| 6M | 6.40% | 12.80% | 6.18% | 6.63% | 2026-05-08 โ 2026-11-09 |
| 1Y | 4.70% | 4.27% | -0.09% | 4.36% | 2025-11-07 โ 2026-11-09 |
| 3Y | - | - | - | - | |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 7.17% | 3.51% | -1.40% | 4.91% | 2025-07-30 โ 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 43 | 7.38% | 7.62% | 1.76% | 11.94% | 100% | 100% |
Risk statistics require 36 complete months of NAVs.
Category: Large & Mid Cap Fund
Not rated: 15 of 36 months required. View category โ