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Mutual Funds

JM Large Cap Fund

JM

JM Large Cap Fund

Large CapRank #67
3/5

NAV (2026-07-14)

151.88

AUM

₹409.12 Cr

Exp. Ratio: 2.6%

RISK LEVEL

Very High

Returns & Performance

1 Year-0.93%0.09% vs cat avgRank #59
3 Year10.78%0.05% vs cat avgRank #45
5 Year11.09%0.54% vs cat avgRank #29
Since Launch9.08%--

Fund vs Category Average

1Y
-0.93%-0.09%
3Y
10.78%+0.05%
5Y
11.09%+0.54%

Pros & Cons

Pros

Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period

Cons

1Y returns trail category average
Higher expense ratio (2.6%)
1Y category rank outside top 15 (#59)
Overall rank #67 in category
ISININF192K01601
NAV₹151.88
NAV Date2026-07-14
AUM₹409.12 Cr
Expense Ratio2.6%
RiskVery High
Rating3 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-09-15

INVESTMENT OBJECTIVE

The scheme seeks long term capital growth and appreciation through investment primarily in equities.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Gurvinder Singh Wasan

Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.

Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with JM Mutual, Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.

Top Holdings

Holdings data not available for this scheme