55
Large CapHold
JM Large Cap
JM · Direct–Growth · rank #17 of 35 by Smart Score
Trailing returns
1 Year
0.8%
+3.0% vs index
3 Years
12.3%
+4.0% vs index
5 Years
12.4%
+2.5% 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
-3.1%+3.2% vs index
Why this score
JM Large Cap scores 55/100 — #17 of 35 Large Cap fund (Hold). It stands out for 5y return and 3y return — beating 77% of peers on 5y return. The main drag is its volatility (better than only 11% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
5Y return12.37% · 77th percentile in category
Volatility15.44 · 11th percentile in category
3Y return12.32% · 65th percentile in category
Fund size408.93 Cr · 19th percentile in category
Sharpe ratio0.55 · 68th percentile in category
Expense ratio1.09% · 38th percentile in category