47
Large CapHold
JM Large Cap
JM · Direct–Growth · rank #21 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-4.7%
+4.0% vs index
3 Years
9.3%
+2.9% vs index
5 Years
8.8%
+3.1% vs index
Since launch
11.9%
Year-by-year performance
2021
+24.6%-0.7% vs index
2022
+4.2%-1.3% vs index
2023
+30.5%+9.5% vs index
2024
+16.8%+7.0% vs index
2025
+5.5%-6.2% vs index
2026
-6.1%+4.6% vs index
Why this score
JM Large Cap scores 47/100 — #21 of 35 Large Cap fund (Hold). It stands out for 5y return and alpha — beating 73% of peers on 5y return. The main drag is its fund size (better than only 19% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
5Y return8.84% · 73rd percentile in category
Fund size356.60 Cr · 19th percentile in category
Volatility15.07 · 27th percentile in category
3Y return9.34% · 42nd percentile in category
Alpha1.68 · 67th percentile in category
Sharpe ratio0.19 · 41st percentile in category
Top holdings
1.State Bank of India4.56%
2.Bharti Airtel Ltd3.88%
3.ICICI Bank Ltd3.56%
4.Reliance Industries Ltd3.36%
5.Kotak Mahindra Bank Ltd3.15%
49 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.