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MF_153629

JM Large & Mid Cap Fund (Direct) - Growth Option

Equity Schemes - Large & Mid Cap Fund

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End Amount
₹10,139.12
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
1.11%
MF_153629 Return
Benchmark CAGR
-4.84%
Nifty 50
Inflation Adj. CAGR
-3.24%
Real Annualized Return
Alpha
0.12
Excess Return vs Benchmark
Beta
1.13
Volatility vs Benchmark
Sharpe Ratio
-0.08
Risk-Adjusted Return
Sortino Ratio
-0.12
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 68% 25% 13%
60 days 64% 21% 9%
90 days 68% 19% 9%
180 days 72% 17% 4%
1Yr 100% 9% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period JM Large & Mid Cap Fund (Direct) - Growth Option Nifty 50
30 days -24.4% | -68.3% | 8.2% | 200.1% 26.6% | -73.0% | 5.0% | 100.5%
60 days -40.6% | -45.2% | 9.2% | 85.4% -23.0% | -47.8% | -0.4% | 46.4%
90 days -25.3% | -39.9% | 5.3% | 72.2% -25.0% | -41.5% | -3.1% | 31.0%
1 Year -4.1% | -4.8% | 4.8% | 11.2% -10.0% | -11.5% | -6.1% | 1.4%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 17, 2025 July 29, 2026 254 days 15% Nifty 50: 14% 10667 9016 10682
Aug. 31, 2026 Oct. 30, 2026 60 days 10% Nifty 50: 8% 11045 9908 10139