40
Large & Mid CapAvoid
JM Large & Mid Cap
JM · Direct–Growth · rank #20 of 36 by Smart Score
Data updated
Trailing returns
1 Year
3.6%
+3.3% vs index
3 Years
—
5 Years
—
Since launch
6.9%
Year-by-year performance
2026
+3.6%+5.5% vs index
Why this score
JM Large & Mid Cap scores 40/100 — #20 of 36 Large & Mid Cap fund (Avoid). It stands out for alpha and volatility — beating 80% of peers on alpha. The main drag is its sharpe ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio0.03 · 8th percentile in category
Sortino ratio0.04 · 8th percentile in category
Fund size464.13 Cr · 15th percentile in category
Alpha3.67 · 80th percentile in category
Volatility14.26 · 71st percentile in category
1Y return3.58% · 59th percentile in category
Top holdings
1.ICICI Bank Ltd3.47%
2.Bajaj Finance Ltd2.66%
3.One 97 Communications Ltd2.63%
4.HDFC Bank Ltd2.56%
5.Coforge Ltd2.38%
64 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.