Official AMFI data
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JM Financial

JM Large & Mid Cap Fund (Regular)

Large & Mid CapEquity Rank 26 of 39

NAV · Regular-Growth

-0.04-0.40%

As of · AMFI

NAV growth+6.3%
Aug ’25Aug ’26
Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Beats its Large & Mid Cap category on 1Y.

1Y return

+6.3%

+3.7 vs cat

3Y CAGR

5Y CAGR

AUM

fund size

Expense

direct plan

Volatility 3Y

3Y std dev

In plain English

JM Large & Mid Cap Fund (Regular) is a Large & Mid Cap scheme from JM Financial. Worst historical drawdown: -16% in Mar 2026, recovered in 4 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF192K01NM3

NAV (Direct-Growth)

₹10.7785

Last 1Y

+6.33%

Aug 25Min ₹8.96 · Max ₹10.88 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-16.0%

Peak ₹10.67 on 17 Nov 2025 → trough ₹8.96 on 31 Mar 2026 (4 months down).

Recovered in 4 months· 3 Aug 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-0.51%-0.34%25/ 42
1M+2.99%+1.99%8/ 41
3M+8.76%+5.15%8/ 39
6M+4.56%-0.39%14/ 39
YTD+3.74%-0.74%18/ 39
1Y+6.33%+2.66%26/ 39

Peers in Large & Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.