40
Large & Mid CapAvoid
JM Large & Mid Cap
JM · Direct–Growth · rank #24 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-0.7%
+2.6% vs index
3 Years
—
5 Years
—
Since launch
3.1%
Year-by-year performance
2026
-0.3%+4.8% vs index
Why this score
JM Large & Mid Cap scores 40/100 — #24 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility and alpha — beating 80% of peers on volatility. The main drag is its sharpe ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.23 · 8th percentile in category
Sortino ratio-0.32 · 8th percentile in category
Volatility14.39 · 80th percentile in category
Fund size449.46 Cr · 13th percentile in category
Alpha2.86 · 77th percentile in category
1Y return-0.68% · 56th percentile in category
Top holdings
1.ICICI Bank Ltd3.28%
2.One 97 Communications Ltd2.67%
3.HDFC Bank Ltd2.66%
4.Bajaj Finance Ltd2.51%
5.Torrent Pharmaceuticals Ltd2.21%
65 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.