JM Large Cap Fund (Regular)

Large CapEquity Rank 24 of 35

NAV · Regular-Growth

—-0.56-1.04%

As of — · AMFI

NAV growth+1.6%

Dec ’15Dec ’16

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Beats its Large Cap category on 1Y & 5Y but trails on 3Y.

1Y return

+2.2%

+0.4 vs cat

3Y CAGR

+11.6%

-0.7 vs cat

5Y CAGR

+10.9%

+0.1 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

15.2%

3Y std dev

Go deeper on JM Large Cap Fund (Regular)

Two data-only views, computed from this fund's real NAV history — no projections.

JM Large Cap Fund (Regular) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.JM Large Cap Fund (Regular) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

JM Large Cap Fund (Regular) is a Large Cap scheme from JM Financial. Long-run track record: about 10.9% CAGR over 5 years. Worst historical drawdown: -75% in Sept 2001, recovered in 46 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 · INF192K01601

NAV (Direct-Growth)

₹52.8281

Last 1Y

+1.56%

Dec 15Min ₹46.54 · Max ₹57.49 · 245 ptsDec 16

Drawdown stories

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

Sept 2001

-74.6%

Peak ₹21.89 on 21 Feb 2000 → trough ₹5.57 on 21 Sept 2001 (19 months down).

Recovered in 46 months· 11 Jul 2005

Mar 2009 — ongoing

-71.8%

Peak ₹59.84 on 2 Jan 2008 → trough ₹16.87 on 5 Mar 2009 (14 months down).

Not yet recovered

Oct 1998

-33.0%

Peak ₹11.65 on 18 Aug 1997 → trough ₹7.80 on 13 Oct 1998 (14 months down).

Recovered in 5 months· 3 Mar 1999

Jun 2006

-31.0%

Peak ₹35.79 on 10 May 2006 → trough ₹24.68 on 14 Jun 2006 (1 months down).

Recovered in 5 months· 27 Oct 2006

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.

Period	Returns	Category avg	Rank
1W	-0.88%	-0.85%	20/ 41
1M	+1.81%	+0.74%	5/ 41
3M	+6.02%	+5.26%	12/ 41
6M	-1.86%	-1.91%	16/ 40
YTD	-2.10%	-2.11%	16/ 39
1Y	+2.25%	+1.85%	15/ 39
2Y	-2.72%	+1.86%	37/ 37
3Y	+11.59%	+12.28%	24/ 35
5Y	+10.95%	+10.81%	15/ 32
7Y	+13.18%	+14.42%	22/ 27
10Y	+10.74%	+12.52%	24/ 25

Peers in Large Cap

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

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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