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Fund Nav

Fund Name	NAV Date	NAV	Rupee Change	Percent Change
JM Large Cap Fund (Regular) - Monthly IDCW	31/May/2023	16.2661	-0.0585	-0.3584%
JM Large Cap Fund (Regular) - Half Yearly IDCW	31/May/2023	17.1612	-0.0617	-0.3582%
JM Large Cap Fund (Regular) - IDCW	31/May/2023	20.3219	-0.0731	-0.3584%
JM Large Cap Fund (Regular) - Annual IDCW	31/May/2023	20.8974	-0.0751	-0.3581%
JM Large Cap Fund (Regular) - Quarterly IDCW	31/May/2023	23.6245	-0.0850	-0.3585%
JM Large Cap Fund (Direct) - IDCW	31/May/2023	46.7715	-0.1673	-0.3564%
JM Large Cap Fund (Direct) - Monthly IDCW	31/May/2023	47.552	-0.1701	-0.3564%
JM Large Cap Fund (Direct) - Half Yearly IDCW	31/May/2023	47.6515	-0.1704	-0.3563%
JM Large Cap Fund (Direct) - Annual IDCW	31/May/2023	47.9862	-0.1717	-0.3565%
JM Large Cap Fund (Direct) - Quarterly IDCW	31/May/2023	47.9949	-0.1717	-0.3565%
JM Large Cap Fund (Regular) - Growth Option	31/May/2023	104.6824	-0.3766	-0.3585%
JM Large Cap Fund (Direct) - Growth Option	31/May/2023	116.4936	-0.4167	-0.3564%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Jm Large Cap Fund Analysis

Performance Summary of Fund

Bmsmoney Large Cap Fund Category Rank: 10

Positive Aspects of Fund

Negative Aspects of Fund

Jm Large Cap Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	2.84	3.33	No	No	Yes	23/30	1.75 / 5.15
1M Rolling Return %	0.81	0.89	No	No	No	17/29	0.42 / 1.46
3M Return %	4.73	6.56	No	No	Yes	30/30	4.73 / 12.37
3M Rolling Return %	1.75	1.93	No	No	No	20/29	-0.49 / 3.61
6M Return %	0.53	0.21	Yes	No	No	11/30	-4.65 / 4.64
6M Rolling Return %	1.68	0.74	Yes	No	No	9/29	-2.53 / 3.91
1Y Return %	12.87	12.11	Yes	No	No	9/29	6.86 / 21.08
1Y Rolling Return %	10.02	9.48	Yes	No	No	8/25	5.11 / 16.01
3Y Return %	17.57	21.74	No	No	Yes	24/25	16.15 / 29.46
3Y Rolling Return %	14.06	14.79	No	No	Yes	18/24	10.85 / 18.07
5Y Return %	10.25	10.93	No	No	Yes	18/24	8.64 / 13.46
Standard Deviation	12.29	16.86	Yes	Yes	No	1/25	12.29 / 18.73
Semi Deviation	8.44	10.37	Yes	Yes	No	1/25	8.44 / 11.73
Max Drawdown	-10.73	-12.20	Yes	Yes	No	5/25	-17.27 / -6.79
VaR 1 Y	-11.47	-13.92	Yes	Yes	No	1/25	-19.12 / -11.47
Average Drawdown	-3.26	-4.75	Yes	Yes	No	2/25	-6.86 / -3.13
Sharpe Ratio	0.87	1.03	No	No	Yes	21/25	0.63 / 1.30
Sterling Ratio	0.90	1.18	No	No	Yes	23/25	0.67 / 1.82
Sortino Ratio	0.48	0.69	No	No	Yes	23/25	0.38 / 0.98
Jensen Alpha	0.51	-0.16	Yes	No	No	10/25	-7.25 / 7.76
Treynor Ratio	0.18	0.19	No	No	Yes	19/25	0.12 / 0.24
Modigliani Square measure	27.65	26.79	Yes	No	No	10/25	20.06 / 31.12
Active Return	-0.11	-0.03	No	No	Yes	24/25	-0.11 / 0.05

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

May 31, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Jm Large Cap Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Jm Large Cap Fund

Top Performing Funds in Large Cap Fund Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Aditya Birla Sun Life Frontline Equity Fund	5	The Aditya Birla Sun Life Frontline Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Frontline Equity Fund performance snapshot section.	12.63%	23.76%	-11.38%	-12.42%	1.16	0.84	0.42
Edelweiss Large Cap Fund	3	The Edelweiss Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has nine KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Large Cap Fund performance snapshot section.	15.28%	22.82%	-11.44%	-12.72%	1.11	0.76	0.42
Icici Prudential Bluechip Fund	1	The Icici Prudential Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has 19 KPIs that are in top quartile. The fund has 83% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Bluechip Fund performance snapshot section.	13.42%	24.14%	-8.34%	-11.65%	1.30	0.98	0.43
Kotak Bluechip Fund	2	The Kotak Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Kotak Bluechip Fund performance snapshot section.	11.87%	23.35%	-11.63%	-12.93%	1.19	0.82	0.43
Sbi Blue Chip Fund	4	The Sbi Blue Chip Fund is a Large Cap Fund. In the Large Cap Fund category there are 30 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Sbi Blue Chip Fund performance snapshot section.	15.91%	24.87%	-10.33%	-11.81%	1.17	0.90	0.42

Jm Large Cap Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	2.91	3.43	No	No	Yes	23/30	1.91 / 5.28
1M Rolling Return %	0.88	0.98	No	No	No	18/29	0.50 / 1.58
3M Return %	4.92	6.85	No	No	Yes	30/30	4.92 / 12.40
3M Rolling Return %	1.94	2.21	No	No	No	21/29	-0.24 / 3.76
6M Return %	0.88	0.75	Yes	No	No	12/30	-3.84 / 5.07
6M Rolling Return %	2.04	1.29	Yes	No	No	10/29	-2.05 / 4.36
1Y Return %	13.68	13.33	Yes	No	No	12/29	7.96 / 22.10
1Y Rolling Return %	11.08	10.63	Yes	No	No	9/25	6.36 / 17.04
3Y Return %	18.66	22.99	No	No	Yes	24/25	17.48 / 30.54
3Y Rolling Return %	15.23	15.93	No	No	Yes	18/24	12.19 / 19.72
5Y Return %	11.30	12.04	No	No	Yes	19/24	8.91 / 15.06
Standard Deviation	12.29	16.86	Yes	Yes	No	1/25	12.29 / 18.73
Semi Deviation	8.44	10.37	Yes	Yes	No	1/25	8.44 / 11.73
Max Drawdown	-10.73	-12.20	Yes	Yes	No	5/25	-17.27 / -6.79
VaR 1 Y	-11.47	-13.92	Yes	Yes	No	1/25	-19.12 / -11.47
Average Drawdown	-3.26	-4.75	Yes	Yes	No	2/25	-6.86 / -3.13
Sharpe Ratio	0.87	1.03	No	No	Yes	21/25	0.63 / 1.30
Sterling Ratio	0.90	1.18	No	No	Yes	23/25	0.67 / 1.82
Sortino Ratio	0.48	0.69	No	No	Yes	23/25	0.38 / 0.98
Jensen Alpha	0.51	-0.16	Yes	No	No	10/25	-7.25 / 7.76
Treynor Ratio	0.18	0.19	No	No	Yes	19/25	0.12 / 0.24
Modigliani Square measure	27.65	26.79	Yes	No	No	10/25	20.06 / 31.12
Active Return	-0.11	-0.03	No	No	Yes	24/25	-0.11 / 0.05

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

May 31, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Jm Large Cap Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	2.84%	2.91%
1M Rolling Return %	0.81%	0.88%
3M Return %	4.73%	4.92%
3M Rolling Return %	1.75%	1.94%
6M Return %	0.53%	0.88%
6M Rolling Return %	1.68%	2.04%
1Y Return %	12.87%	13.68%
1Y Rolling Return %	10.02%	11.08%
3Y Return %	17.57%	18.66%
3Y Rolling Return %	14.06%	15.23%
5Y Return %	10.25%	11.30%
Standard Deviation	12.29%	12.29%
Semi Deviation	8.44%	8.44%
Max Drawdown	-10.73%	-10.73%
VaR 1 Y	-11.47%	-11.47%
Average Drawdown	-3.26%	-3.26%
Sharpe Ratio	0.87%	0.87%
Sterling Ratio	0.90%	0.90%
Sortino Ratio	0.48%	0.48%
Jensen Alpha	0.51%	0.51%
Treynor Ratio	0.18%	0.18%
Modigliani Square measure	27.65%	27.65%
Active Return	-0.11%	-0.11%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Jm Large Cap Fund Expected Return

Investment Period	Mini. Possible Return _{in Investment Period}	Max. Possible Return _{in Investment Period}	Expected Return _{in Investment Period}	Loss Probability _{in Investment Period}
10 Year	5.63%	21.24%	13.51%	0.00%
One Year	-53.62%	102.77%	12.79%	25.30%
Three Year	-13.83%	57.54%	12.35%	4.89%
Five Year	-1.49%	44.92%	13.06%	0.07%
Seven Year	4.49%	28.44%	12.58%	0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Large Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Invesco India Largecap Fund	0.22	1	2.05	1	5.15	1	8.20	4	1.55	7	11.52	18	20.89	16	10.82	12
Pgim India Large Cap Fund	0.05	2	2.01	4	3.81	7	7.01	6	1.39	9	14.51	5	20.43	19	10.22	20
Franklin India Bluechip Fund	-0.00	3	1.76	7	2.72	27	5.76	21	-0.12	18	8.12	28	21.57	11	9.76	21
Taurus Largecap Equity Fund	-0.14	4	1.37	27	3.77	8	12.37	1	-1.59	28	10.97	21	19.02	22	8.68	23
Edelweiss Large Cap Fund	-0.17	5	1.81	6	3.23	15	6.83	7	2.30	3	15.28	4	22.82	9	11.66	9
Nippon India Large Cap Fund	-0.17	6	2.01	3	4.51	2	9.18	2	4.64	1	21.08	1	29.46	1	13.02	2
Union Largecap Fund	-0.17	7	1.60	13	3.50	12	6.00	17	-0.06	16	10.86	22	21.46	13	10.27	17
Iti Large Cap Fund	-0.18	8	2.03	2	3.03	22	6.65	12	-0.69	20	12.05	15
Bank Of India Bluechip Fund	-0.18	9	1.59	14	3.13	18	6.66	11	-1.00	21	11.35	19
Mahindra Manulife Large Cap Pragati Yojana	-0.19	10	1.40	24	3.33	13	5.73	23	-1.42	26	8.34	26	21.37	14
Uti Mastershare Unit Scheme	-0.19	11	1.52	20	3.93	5	5.18	28	-1.28	24	8.71	25	21.56	12	11.11	11
Canara Robeco Bluechip Equity Fund	-0.21	12	1.61	12	3.71	10	6.57	14	1.40	8	12.14	14	20.96	15	13.46	1
Kotak Bluechip Fund	-0.21	13	1.75	8	3.17	16	5.72	24	1.23	10	11.87	17	23.35	7	12.23	3
Aditya Birla Sun Life Frontline Equity Fund	-0.23	14	1.71	11	3.81	6	6.56	15	0.42	14	12.63	11	23.76	6	10.80	13
Axis Bluechip Fund	-0.23	15	1.52	19	2.75	26	5.07	29	-1.67	29	6.86	29	16.15	25	10.64	15
Sbi Blue Chip Fund	-0.25	16	1.73	9	3.58	11	7.52	5	3.32	2	15.91	3	24.87	3	11.73	7
Mirae Asset Large Cap Fund	-0.26	17	1.36	28	3.05	21	5.37	26	-1.03	22	9.58	24	22.24	10	11.73	8
Hsbc Large Cap Equity Fund	-0.26	18	1.72	10	3.72	9	6.61	13	0.40	15	12.90	8	20.55	18	10.35	16
Idfc Large Cap Fund	-0.27	19	1.41	23	3.97	4	8.31	3	1.72	6	12.76	10	20.61	17	10.68	14
Idbi India Top 100 Equity Fund	-0.29	20	1.56	16	3.14	17	6.76	8	-0.10	17	11.88	16	23.30	8	11.90	6
Baroda Bnp Paribas Large Cap Fund	-0.31	21	1.38	26	2.51	29	5.76	22	-0.20	19	12.22	13
Lic Mf Large Cap Fund	-0.32	22	1.82	5	3.09	19	5.24	27	-1.36	25	8.21	27	18.77	23	10.23	19
Sundaram Large Cap Fund	-0.34	23	1.24	29	3.07	20	5.89	18	-1.14	23	11.24	20
Jm Large Cap Fund	-0.36	24	1.44	21	2.84	23	4.73	30	0.53	11	12.87	9	17.57	24	10.25	18
Indiabulls Blue Chip Fund	-0.36	25	1.57	15	2.56	28	5.89	19	-1.52	27	10.59	23	19.03	21	8.64	24
Icici Prudential Bluechip Fund	-0.36	26	1.39	25	2.77	24	5.39	25	0.52	12	13.42	7	24.14	4	12.11	4
Quant Large Cap Fund	-0.36	27	1.43	22	1.75	30	5.84	20	-4.65	30
Dsp Top 100 Equity Fund	-0.38	28	1.22	30	4.07	3	6.47	16	1.93	5	14.23	6	19.70	20	8.92	22
Tata Large Cap Fund	-0.38	29	1.55	17	3.33	14	6.69	10	0.46	13	12.54	12	23.95	5	11.18	10
Hdfc Top 100 Fund	-0.45	30	1.52	18	2.75	25	6.71	9	2.24	4	16.55	2	26.03	2	11.99	5

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Invesco India Largecap Fund	0.21	1	2.06	2	5.28	1	8.61	4	2.30	7	13.19	18	22.60	14	12.44	10
Pgim India Large Cap Fund	0.05	2	2.04	3	3.95	6	7.44	6	2.17	8	16.26	5	22.25	17	11.83	15
Franklin India Bluechip Fund	0.00	3	1.78	7	2.81	26	6.03	24	0.33	19	9.02	28	22.49	15	10.62	21
Bank Of India Bluechip Fund	-0.09	4	1.64	13	3.23	18	6.89	12	-0.45	21	12.71	20
Union Largecap Fund	-0.11	5	1.65	12	3.59	12	6.30	17	0.39	18	11.74	22	22.26	16	10.93	20
Taurus Largecap Equity Fund	-0.13	6	1.38	28	3.78	10	12.40	1	-1.54	29	11.07	23	19.12	23	8.91	24
Edelweiss Large Cap Fund	-0.17	7	1.84	5	3.38	15	7.25	7	3.07	3	17.09	3	24.73	7	13.26	5
Nippon India Large Cap Fund	-0.17	8	2.03	4	4.58	2	9.41	2	5.07	1	22.10	1	30.54	1	14.00	2
Iti Large Cap Fund	-0.17	9	2.07	1	3.21	19	7.21	8	0.32	20	14.40	7
Mahindra Manulife Large Cap Pragati Yojana	-0.18	10	1.43	24	3.49	13	6.21	20	-0.46	22	10.46	25	23.62	10
Uti Mastershare Unit Scheme	-0.19	11	1.53	19	4.01	5	5.42	28	-0.85	25	9.69	26	22.67	13	12.10	12
Canara Robeco Bluechip Equity Fund	-0.20	12	1.63	14	3.85	8	6.92	11	2.06	9	13.68	13	22.76	12	15.06	1
Kotak Bluechip Fund	-0.21	13	1.77	8	3.29	16	6.09	23	1.89	10	13.33	16	24.87	6	13.56	3
Axis Bluechip Fund	-0.22	14	1.55	18	2.85	24	5.31	29	-1.21	28	7.96	29	17.48	25	11.97	13
Aditya Birla Sun Life Frontline Equity Fund	-0.22	15	1.73	11	3.88	7	6.74	15	0.77	15	13.40	15	24.61	9	11.59	16
Sbi Blue Chip Fund	-0.25	16	1.75	9	3.65	11	7.73	5	3.69	2	16.74	4	25.78	3	12.60	9
Mirae Asset Large Cap Fund	-0.25	17	1.38	27	3.14	22	5.65	25	-0.51	24	10.73	24	23.54	11	12.91	6
Hsbc Large Cap Equity Fund	-0.26	18	1.74	10	3.81	9	6.88	13	0.88	13	13.98	10	21.69	19	11.36	18
Idfc Large Cap Fund	-0.27	19	1.43	23	4.09	4	8.66	3	2.34	5	14.19	8	22.09	18	11.91	14
Idbi India Top 100 Equity Fund	-0.28	20	1.59	15	3.27	17	7.02	9	0.47	16	13.21	17	24.73	8	13.33	4
Baroda Bnp Paribas Large Cap Fund	-0.31	21	1.40	25	2.62	29	6.09	22	0.40	17	13.59	14
Lic Mf Large Cap Fund	-0.31	22	1.84	6	3.18	21	5.51	27	-0.85	26	9.34	27	20.25	22	11.51	17
Sundaram Large Cap Fund	-0.34	23	1.27	29	3.19	20	6.26	19	-0.47	23	12.76	19
Jm Large Cap Fund	-0.36	24	1.46	22	2.91	23	4.92	30	0.88	12	13.68	12	18.66	24	11.30	19
Quant Large Cap Fund	-0.36	25	1.46	21	1.91	30	6.28	18	-3.84	30
Icici Prudential Bluechip Fund	-0.36	26	1.40	26	2.82	25	5.55	26	0.81	14	14.11	9	24.91	5	12.86	7
Indiabulls Blue Chip Fund	-0.37	27	1.58	16	2.64	28	6.21	21	-0.95	27	11.96	21	20.71	20	10.19	22
Dsp Top 100 Equity Fund	-0.38	28	1.23	30	4.14	3	6.69	16	2.33	6	15.14	6	20.62	21	9.74	23
Tata Large Cap Fund	-0.38	29	1.57	17	3.42	14	6.95	10	0.98	11	13.77	11	25.10	4	12.26	11
Hdfc Top 100 Fund	-0.44	30	1.53	20	2.80	27	6.87	14	2.55	4	17.25	2	26.77	2	12.67	8

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Hsbc Large Cap Equity Fund	1.05	8	1.92	17	0.25	18	7.65	21	14.06	19
Aditya Birla Sun Life Frontline Equity Fund	1.03	11	2.26	12	0.78	13	10.45	6	15.36	9
Axis Bluechip Fund	0.42	29	-0.49	29	-2.53	29	5.11	25	15.59	7
Franklin India Bluechip Fund	0.96	15	1.28	22	0.35	16	5.56	24	14.59	16
Mirae Asset Large Cap Fund	0.81	18	1.90	18	0.18	20	9.24	14	15.50	8
Canara Robeco Bluechip Equity Fund	1.03	10	2.09	14	1.00	12	8.34	18	18.07	1
Dsp Top 100 Equity Fund	0.79	19	2.19	13	1.96	7	7.42	22	11.39	23
Edelweiss Large Cap Fund	1.07	7	2.95	4	2.79	3	9.87	9	15.21	10
Hdfc Top 100 Fund	1.10	5	3.61	1	3.79	2	14.11	2	13.43	20
Icici Prudential Bluechip Fund	1.19	3	2.59	7	2.34	5	12.79	3	16.36	5
Idbi India Top 100 Equity Fund	0.74	20	1.98	16	0.20	19	11.75	4	17.81	2
Idfc Large Cap Fund	0.63	25	0.48	27	-0.11	21	8.64	15	14.82	13
Indiabulls Blue Chip Fund	1.10	4	2.52	9	0.75	14	8.14	20	10.85	24
Invesco India Largecap Fund	0.66	24	0.65	26	-0.82	24	10.89	5	15.13	11
Jm Large Cap Fund	0.81	17	1.75	20	1.68	9	10.02	8	14.06	18
Kotak Bluechip Fund	1.03	12	1.82	19	1.45	10	9.36	13	16.40	4
Mahindra Pragati Bluechip Yojana	0.68	22	1.65	21	-0.71	23	8.34	19
Nippon India Large Cap Fund	1.40	2	3.53	2	3.91	1	16.01	1	14.45	17
Pgim India Large Cap Fund	1.46	1	2.99	3	2.07	6	7.27	23	13.02	21
Sbi Blue Chip Fund	1.04	9	2.80	6	2.74	4	9.50	12	15.92	6
Tata Large Cap Fund	0.63	26	2.92	5	1.22	11	10.26	7	14.79	14
Union Largecap Fund	0.50	27	1.98	15	0.29	17	9.59	11	14.98	12
Uti Mastershare Unit Scheme	0.46	28	0.83	25	-1.08	26	8.62	16	16.55	3
Taurus Largecap Equity Fund	0.99	14	0.40	28	-0.94	25	9.79	10	11.98	22
Lic Mf Large Cap Fund	0.70	21	1.01	24	-1.11	27	8.37	17	14.67	15
Iti Large Cap Fund	0.84	16	2.53	8	-0.26	22
Sundaram Large Cap Fund	1.02	13	2.32	11	0.40	15
Boi Axa Bluechip Fund	0.66	23	1.12	23	-1.12	28
Baroda Bnp Paribas Large Cap Fund	1.08	6	2.50	10	1.96	8

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Hsbc Large Cap Equity Fund	1.12	11	2.17	17	0.73	19	8.67	22	15.14	19
Aditya Birla Sun Life Frontline Equity Fund	1.08	13	2.43	12	1.13	14	11.20	8	16.15	11
Axis Bluechip Fund	0.50	29	-0.24	29	-2.05	29	6.36	25	17.00	7
Franklin India Bluechip Fund	1.03	14	1.52	22	0.80	17	6.38	24	15.44	16
Mirae Asset Large Cap Fund	0.90	17	2.16	19	0.71	20	10.40	11	16.76	9
Canara Robeco Bluechip Equity Fund	1.14	9	2.43	13	1.74	12	9.98	16	19.72	1
Dsp Top 100 Equity Fund	0.86	19	2.39	14	2.36	8	8.27	23	12.22	23
Edelweiss Large Cap Fund	1.20	5	3.32	4	3.60	3	11.63	6	17.00	6
Hdfc Top 100 Fund	1.15	7	3.76	2	4.10	2	14.77	2	14.09	21
Icici Prudential Bluechip Fund	1.24	3	2.76	10	2.68	6	13.50	3	17.10	5
Idbi India Top 100 Equity Fund	0.83	21	2.26	15	0.80	16	13.06	4	19.18	2
Idfc Large Cap Fund	0.74	24	0.78	27	0.51	22	9.99	15	16.14	12
Indiabulls Blue Chip Fund	1.22	4	2.82	8	1.34	13	9.60	19	12.45	22
Invesco India Largecap Fund	0.78	23	1.03	26	-0.10	24	12.56	5	16.71	10
Jm Large Cap Fund	0.88	18	1.94	21	2.04	10	11.08	9	15.23	18
Kotak Bluechip Fund	1.13	10	2.17	18	2.10	9	10.78	10	17.80	3
Mahindra Pragati Bluechip Yojana	0.84	20	2.15	20	0.30	23	10.40	12
Nippon India Large Cap Fund	1.47	2	3.76	1	4.36	1	17.04	1	15.43	17
Pgim India Large Cap Fund	1.58	1	3.38	3	2.83	5	8.91	21	14.66	20
Sbi Blue Chip Fund	1.10	12	2.98	7	3.11	4	10.30	13	16.80	8
Tata Large Cap Fund	0.72	26	3.19	5	1.77	11	11.51	7	15.81	14
Union Largecap Fund	0.58	27	2.20	16	0.68	21	10.24	14	15.67	15
Uti Mastershare Unit Scheme	0.53	28	1.05	25	-0.64	27	9.61	18	17.61	4
Taurus Largecap Equity Fund	0.99	16	0.43	28	-0.90	28	9.89	17	12.19	24
Lic Mf Large Cap Fund	0.79	22	1.27	24	-0.59	26	9.53	20	15.99	13
Iti Large Cap Fund	1.01	15	3.05	6	0.79	18
Sundaram Large Cap Fund	1.14	8	2.68	11	1.08	15
Boi Axa Bluechip Fund	0.73	25	1.37	23	-0.54	25
Baroda Bnp Paribas Large Cap Fund	1.18	6	2.82	9	2.60	7

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Frontline Equity Fund	-12.42	4	-11.38	7	-3.84	4	17.09	16	10.29	13
Axis Bluechip Fund	-14.67	17	-17.27	25	-6.53	24	16.49	8	10.40	14
Franklin India Bluechip Fund	-16.80	24	-13.13	17	-4.80	15	17.85	22	10.66	17
Mirae Asset Large Cap Fund	-13.39	13	-10.99	6	-4.01	6	16.79	12	10.19	9
Canara Robeco Bluechip Equity Fund	-12.69	6	-12.48	13	-4.04	8	16.02	3	9.69	3
Dsp Top 100 Equity Fund	-15.50	21	-14.68	24	-5.06	18	17.14	17	10.13	8
Edelweiss Large Cap Fund	-12.72	7	-11.44	8	-4.03	7	16.65	10	10.25	12
Hdfc Top 100 Fund	-15.09	20	-6.79	1	-3.86	5	18.15	23	11.19	23
Hsbc Large Cap Equity Fund	-14.84	18	-13.08	16	-4.57	12	17.68	21	10.79	21
Icici Prudential Bluechip Fund	-11.65	2	-8.34	3	-3.13	1	16.58	9	9.83	4
Idbi India Top 100 Equity Fund	-12.97	10	-12.00	12	-5.64	21	16.77	11	10.67	18
Idfc Large Cap Fund	-13.31	12	-13.18	18	-4.85	16	15.99	2	9.52	2
Indiabulls Blue Chip Fund	-16.32	23	-12.63	14	-5.40	20	17.03	13	10.88	22
Invesco India Largecap Fund	-14.03	16	-14.38	22	-4.75	13	17.25	18	10.49	16
Jm Large Cap Fund	-11.47	1	-10.73	5	-3.26	2	12.29	1	8.44	1
Kotak Bluechip Fund	-12.93	9	-11.63	9	-4.36	10	16.47	7	10.09	7
Mahindra Manulife Large Cap Pragati Yojana	-14.94	19	-11.66	10	-4.88	17	16.41	6	10.07	6
Nippon India Large Cap Fund	-15.68	22	-7.75	2	-4.05	9	18.73	25	11.73	25
Pgim India Large Cap Fund	-13.15	11	-14.17	21	-6.38	23	16.38	5	10.04	5
Sbi Blue Chip Fund	-11.81	3	-10.33	4	-3.72	3	17.56	19	10.21	10
Tata Large Cap Fund	-13.46	14	-11.92	11	-5.12	19	17.05	14	10.71	19
Union Largecap Fund	-12.66	5	-14.04	20	-4.77	14	17.67	20	10.71	20
Uti Mastershare Unit Scheme	-13.70	15	-12.94	15	-4.52	11	17.07	15	10.44	15
Taurus Largecap Equity Fund	-19.12	25	-13.52	19	-6.86	25	18.25	24	11.65	24
Lic Mf Large Cap Fund	-12.79	8	-14.50	23	-6.29	22	16.19	4	10.24	11
Baroda Bnp Paribas Large Cap Fund

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Frontline Equity Fund	1.16	6	0.84	4	1.33	5	0.42	0.88	9	0.93	9	0.98	1	0.21	7	30.21	3	-0.01	8
Axis Bluechip Fund	0.63	25	0.38	25	0.67	25	0.37	-7.25	25	0.86	24	0.90	16	0.12	25	20.06	25	-0.11	25
Franklin India Bluechip Fund	1.06	12	0.73	10	1.18	12	0.41	5.26	3	0.88	22	0.62	25	0.21	6	24.58	21	0.02	4
Mirae Asset Large Cap Fund	1.10	10	0.77	7	1.28	7	0.43	3.26	4	0.94	7	0.81	22	0.20	11	25.66	18	0.02	6
Canara Robeco Bluechip Equity Fund	1.04	14	0.71	11	1.11	14	0.43	-1.37	15	0.88	21	0.98	3	0.19	14	28.03	9	-0.05	18
Dsp Top 100 Equity Fund	0.93	20	0.64	19	0.98	20	0.44	-3.29	21	0.92	11	0.93	14	0.17	21	25.33	20	-0.06	21
Edelweiss Large Cap Fund	1.11	9	0.76	8	1.25	9	0.42	0.09	12	0.91	15	0.98	5	0.20	9	29.34	6	-0.03	11
Hdfc Top 100 Fund	1.20	3	0.83	5	1.81	2	0.40	7.36	2	0.92	10	0.66	24	0.24	3	26.87	14	0.05	1
Hsbc Large Cap Equity Fund	0.94	19	0.63	20	1.08	16	0.41	-3.35	22	0.95	5	0.97	8	0.17	20	25.59	19	-0.05	17
Icici Prudential Bluechip Fund	1.30	1	0.98	1	1.65	3	0.43	7.76	1	0.90	17	0.75	23	0.24	1	29.22	7	0.05	2
Idbi India Top 100 Equity Fund	1.11	8	0.71	12	1.23	10	0.42	3.19	5	0.96	4	0.83	20	0.20	12	25.88	17	0.02	5
Idfc Large Cap Fund	1.01	16	0.70	16	1.05	17	0.42	-1.32	14	0.86	23	0.94	13	0.19	15	27.44	12	-0.05	20
Indiabulls Blue Chip Fund	0.82	22	0.50	22	0.97	21	0.40	-4.92	23	0.91	13	0.95	11	0.15	22	23.54	22	-0.07	22
Invesco India Largecap Fund	0.99	17	0.65	18	1.04	18	0.44	-1.48	16	0.91	14	0.92	15	0.19	16	26.73	16	-0.04	16
Jm Large Cap Fund	0.87	21	0.48	23	0.90	23	0.36	0.51	10	0.61	25	0.84	19	0.18	19	27.65	10	-0.11	24
Kotak Bluechip Fund	1.19	4	0.82	6	1.30	6	0.43	1.48	7	0.90	18	0.98	4	0.22	4	30.90	2	-0.02	9
Mahindra Manulife Large Cap Pragati Yojana	1.06	11	0.71	14	1.19	11	0.42	-0.43	13	0.88	20	0.96	10	0.20	10	28.46	8	-0.04	14
Nippon India Large Cap Fund	1.26	2	0.86	3	1.82	1	0.40	2.88	6	0.99	1	0.90	17	0.24	2	31.12	1	0.03	3
Pgim India Large Cap Fund	0.98	18	0.65	17	1.01	19	0.43	-1.84	19	0.88	19	0.97	7	0.18	18	27.00	13	-0.05	19
Sbi Blue Chip Fund	1.17	5	0.90	2	1.43	4	0.42	0.50	11	0.96	3	0.96	9	0.21	5	29.82	4	-0.01	7
Tata Large Cap Fund	1.12	7	0.74	9	1.26	8	0.41	1.17	8	0.90	16	0.95	12	0.21	8	29.73	5	-0.02	10
Union Largecap Fund	1.01	15	0.70	15	1.09	15	0.43	-2.73	20	0.97	2	0.98	2	0.18	17	26.78	15	-0.04	12
Uti Mastershare Unit Scheme	1.05	13	0.71	13	1.14	13	0.43	-1.73	18	0.94	8	0.97	6	0.19	13	27.63	11	-0.04	13
Taurus Largecap Equity Fund	0.74	24	0.44	24	0.92	22	0.42	-6.90	24	0.95	6	0.88	18	0.14	24	21.28	23	-0.08	23
Lic Mf Large Cap Fund	0.81	23	0.50	21	0.86	24	0.38	-1.73	17	0.91	12	0.82	21	0.14	23	20.92	24	-0.04	15
Baroda Bnp Paribas Large Cap Fund

Jm Large Cap Fund Additional Return Analysis

Jm Large Cap Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	996.42	1014.44	1028.40	1047.26	1005.25	1128.68	1624.99	1629.06
Direct Plan _{Value of 1000 Rupee}	996.44	1014.58	1029.07	1049.21	1008.83	1136.83	1670.58	1708.33

Fund Information

Fund Launch Date: 01/Apr/1995
Fund Category: Large Cap Fund
Investment Objective: To provide Optimum Capital growth and appreciation by predominantly investing in large cap stocks.
Fund Description: Open Ended Equity Large Cap Fund
Fund Benchmark: S&P BSE Total Return Index Sensex Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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म्यूचुअल फंड के फायदे और नुकसान क्या है?

फायदा:

विविधता
व्यावसायिक प्रबंधन
पैमाने की अर्थव्यवस्थाएं (ईकानमी ऑफ स्केल)
तरलता (लिक्विडिटी)
विभिन्न प्रकार के निवेश विकल्प
स्वत: पुनर्निवेश

नुकसान:

शुल्क और व्यय
रिटर्न की कोई गारंटी नहीं
सीमित नियंत्रण
अंडरपरफॉर्मेंस की संभावना
कर (टैक्स)

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Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

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Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors

The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
It identifies consistent performers with better risk-adjusted returns.
However, the Sortino Ratio neglects the upside potential of investments.

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Table of Contents

Jm Large Cap Fund

Fund Nav

Fund Performance Analysis

Jm Large Cap Fund Analysis

Performance Summary of Fund

Bmsmoney Large Cap Fund Category Rank: 10

Positive Aspects of Fund

Negative Aspects of Fund

Jm Large Cap Fund Performance Snapshot (Regular Plan)

Jm Large Cap Fund Performance vs Category Average

Top Performing Peers of Jm Large Cap Fund

Top Performing Funds in Large Cap Fund Category

Jm Large Cap Fund Performance Snapshot (Direct Plan)

Jm Large Cap Fund Regular vs Direct Plan Performance

Jm Large Cap Fund Expected Return

Methodology

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Large Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Jm Large Cap Fund Additional Return Analysis

Jm Large Cap Fund Value of Investment

Fund Information

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Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

म्यूचुअल फंड के फायदे और नुकसान क्या है?

Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors