59
Large CapHold
JM Large Cap
JM · Direct–Growth · rank #13 of 35 by Smart Score
Data updated
Trailing returns
1 Year
3.6%
+5.4% vs index
3 Years
12.2%
+4.0% vs index
5 Years
11.4%
+3.6% vs index
Since launch
12.4%
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
-1.9%+5.8% vs index
Why this score
JM Large Cap scores 59/100 — #13 of 35 Large Cap fund (Hold). It stands out for 5y return and 3y return — beating 84% of peers on 5y return. The main drag is its volatility (better than only 14% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
5Y return11.37% · 84th percentile in category
3Y return12.19% · 75th percentile in category
Volatility15.44 · 14th percentile in category
Fund size398.70 Cr · 19th percentile in category
Sharpe ratio0.55 · 70th percentile in category
1Y return3.56% · 71st percentile in category
Top holdings
1.HDFC Bank Ltd5.65%
2.ICICI Bank Ltd5.47%
3.State Bank of India4.32%
4.Bharti Airtel Ltd3.85%
5.Reliance Industries Ltd3.28%
51 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.