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JM Large Cap Fund (Regular) - Annual IDCW

JM Financial Mutual Fund

EquityMarket-Cap Based FundsLarge Cap Fund

NAV

₹28.7962

as of 2026-10-12

Price History (NAV)

Performance Metrics (3 Year)

3Y CAGR

7%

Category avg 9.3%

Fund size

₹60 L

Assets under management

Sharpe

0.22

Risk-adjusted return (3Y)

Max drawdown

6.7%

Peak-to-trough decline (3Y)

Beta

1.03

Market sensitivity (3Y)

SIP / returns estimator

Estimation is based on the past performance of this fund

₹
Select Duration
Yrs
1 Yr30 Yrs
Expected Rate of Return
%
1%30%

Total Corpus After 7 Year(s)

@12.0% p.a. returns

Total Corpus₹6.60 L
Invested

₹4.20 L

Returns

+₹2.40 L

Fund FAQs

Frequently asked questions about JM Large Cap Fund (Regular) - Annual IDCW

Answers use the latest facts on this page and Qonfido’s peer-group tiers. They are research aids, not personalised investment advice. How ratings work

What is the NAV of JM Large Cap Fund (Regular) - Annual IDCW today?

As of 2026-10-12, the NAV of JM Large Cap Fund (Regular) - Annual IDCW shown on Qonfido is ₹28.7962. Mutual fund NAVs are typically published for each market day; always check the as-of date before acting.

Is JM Large Cap Fund (Regular) - Annual IDCW a good fund?

Qonfido currently places JM Large Cap Fund (Regular) - Annual IDCW in the Select tier within the Large Cap Fund peer group. Select tier indicates solid peer-group quality with room to review fit for your goals. This is a peer-group research signal—not a buy recommendation, suitability assessment, or guarantee of future returns. See Qonfido’s fund rating methodology for how tiers are built and their limits.

Is JM Large Cap Fund (Regular) - Annual IDCW a good fit for me?

Whether JM Large Cap Fund (Regular) - Annual IDCW is a good fit depends on your goals, risk tolerance, time horizon, tax situation, and the rest of your portfolio—not on a single fund page. Qonfido does not provide personalised SEBI-registered investment advice here. Use AI Fund Discovery to explore alternatives, or consult a licensed advisor for suitability.

What is the 3-year return of JM Large Cap Fund (Regular) - Annual IDCW?

The 3-year CAGR shown for JM Large Cap Fund (Regular) - Annual IDCW on Qonfido is 7.1% (category average about 9.3% for Large Cap Fund where available). Past performance is not indicative of future results and does not mean the fund is suitable for you.

Which category does JM Large Cap Fund (Regular) - Annual IDCW belong to?

JM Large Cap Fund (Regular) - Annual IDCW is a Large Cap Fund scheme from JM Financial Mutual Fund. You can compare Qonfido-rated peers on the Best Large Cap funds hub (/best-large-cap-funds) and on the Large Cap Fund category page.

How can I explore JM Large Cap Fund (Regular) - Annual IDCW further on Qonfido?

Reported fund size (AUM) for JM Large Cap Fund (Regular) - Annual IDCW is about ₹60 L. AUM is context only and does not predict returns. On Qonfido you can review the fact card, open related best-fund hubs, try the SIP calculator with this scheme, or ask AI Fund Discovery for peer comparisons—still as research support, not personalised advice.

Explore JM Financial Mutual Fund

See schemes, AUM, Qonfido Premier picks, and ask Qonfido about this fund house.