JM Large Cap Fund
Direct · Growth ₹175.51
21 Apr 2026
NAV
13.4%
3Y CAGR
13.0%
5Y CAGR
13.2%
10Y CAGR
13.4%
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.
4.90
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 | ₹12.65 L | 15.7% | -25.1% | 70.3% |
| 3 Years | ₹36.00 L | ₹42.86 L | 13.2% | -5.9% | 33.3% |
| 5 Years | ₹60.00 L | ₹82.87 L | 13.2% | 0.2% | 27.0% |
| 10 Years | ₹1.20 Cr | ₹2.50 Cr | 14.1% | 10.6% | 17.8% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 15.7% | 2.1% | +13.6% |
| 3 Years | 13.2% | 11.2% | +2.0% |
| 5 Years | 13.2% | 11.1% | +2.1% |
| 10 Years | 14.1% | 11.9% | +2.2% |