JM Large Cap Fund
Direct · Growth ₹169.62
05 Jun 2026
NAV
13.4%
3Y CAGR
13.0%
5Y CAGR
13.2%
10Y CAGR
13.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.92
Sharpe
-19.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.63 L | 15.5% | -25.1% | 70.3% |
| 3 Years | ₹36.00 L | ₹42.74 L | 13.1% | -5.9% | 33.3% |
| 5 Years | ₹60.00 L | ₹82.72 L | 13.2% | 0.2% | 27.0% |
| 7 Years | ₹84.00 L | ₹1.33 Cr | 13.4% | 4.0% | 21.9% |
| 10 Years | ₹1.20 Cr | ₹2.49 Cr | 14.1% | 10.6% | 17.8% |
| 12 Years | ₹1.44 Cr | ₹3.42 Cr | 13.5% | 11.0% | 15.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 15.5% | 14.6% | 14.4% | +0.9% |
| 3 Years | 13.1% | 11.2% | 14.5% | +1.9% |
| 5 Years | 13.2% | 10.5% | 14.1% | +2.7% |
| 7 Years | 13.4% | 10.6% | 14.2% | +2.8% |
| 10 Years | 14.1% | 11.5% | 14.5% | +2.6% |
| 12 Years | 13.5% | 11.4% | 14.3% | +2.1% |