Official AMFI data
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JM Financial

JM Large & Mid Cap Fund (Regular)

Large & Mid CapEquity Rank 21 of 39

NAV · Regular-Growth

—-0.01-0.12%

As of — · AMFI

NAV growth-0.3%
Oct ’25Oct ’26
Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Beats its Large & Mid Cap category on 1Y.

1Y return

-0.3%

+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)

₹10.2851

Last 1Y

-0.35%

Oct 25Min ₹8.96 · Max ₹10.90 · 247 ptsOct 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+0.58%+0.13%8/ 43
1M-4.46%-4.44%18/ 43
3M-1.91%-3.21%12/ 41
6M+11.07%+3.93%12/ 39
YTD-1.01%-5.90%14/ 39
1Y-0.35%-4.03%21/ 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.