58
Large CapHold
JM Large Cap
JM · Direct–Growth · rank #11 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-1.8%
+5.5% vs index
3 Years
10.2%
+4.1% vs index
5 Years
10.5%
+3.7% vs index
Since launch
12.2%
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
-3.7%+6.2% vs index
Why this score
JM Large Cap scores 58/100 — #11 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 return10.53% · 84th percentile in category
3Y return10.18% · 68th percentile in category
Volatility15.20 · 14th percentile in category
Fund size394.96 Cr · 19th percentile in category
Sharpe ratio0.54 · 67th percentile in category
1Y return-1.83% · 74th percentile in category
Top holdings
1.ICICI Bank Ltd4.88%
2.State Bank of India4.55%
3.Bharti Airtel Ltd3.61%
4.HDFC Bank Ltd3.58%
5.Reliance Industries Ltd3.27%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.