41
Large & Mid CapAvoid
JM Large & Mid Cap
JM · Direct–Growth · rank #21 of 36 by Smart Score
Data updated
Trailing returns
1 Year
7.6%
+2.2% vs index
3 Years
—
5 Years
—
Since launch
7.9%
Year-by-year performance
2026
+4.4%+4.8% vs index
Why this score
JM Large & Mid Cap scores 41/100 — #21 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility and alpha — beating 77% of peers on volatility. The main drag is its sharpe ratio (better than only 11% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio0.10 · 11th percentile in category
Sortino ratio0.14 · 11th percentile in category
Fund size444.27 Cr · 15th percentile in category
Volatility14.24 · 77th percentile in category
Alpha3.08 · 74th percentile in category
1Y return7.58% · 56th percentile in category
Top holdings
1.ICICI Bank Ltd3.56%
2.Bajaj Finance Ltd2.98%
3.HDFC Bank Ltd2.81%
4.Bharti Airtel Ltd2.45%
5.Torrent Pharmaceuticals Ltd2.36%
64 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.