Why Invest in JM Large & Mid Cap Fund?
Core Portfolio Offering
Invests in top-performing companies across sectors—both traditional and new-age businesses.
All-Weather Approach
Potential to capture upside and protect downside across different market cycles.
Seamless Cap Shift
Seamless shift between large and mid-cap stocks with no tax incidence of cap shift on investors.
Large Liquid Universe
Covers 82%# of market capitalization and 57%# of traded volume on NSE.
(source: docviewer.jmfinancialmf.com)
JM Large & Mid Cap Fund NFO Details:
| Mutual Fund | JM Financial Mutual Fund |
| Scheme Name | JM Large & Mid Cap Fund |
| Objective of Scheme | The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns. |
| Scheme Type | Open Ended |
| Scheme Category | Equity Scheme – Large & Mid Cap Fund |
| New Fund Launch Date | 04-Jul-2025 |
| New Fund Earliest Closure Date | 18-Jul-2025 |
| New Fund Offer Closure Date | 18-Jul-2025 |
| Indicate Load Seperately | Pl refer offer document |
| Minimum Subscription Amount | Rs 1000/- |
| For Further Details Please Visit Website | https://www.jmfinancialmf.com |
(source: https://www.amfiindia.com/)
JM Large & Mid Cap Fund NFO
Application Form
Scheme Documents
(source: docviewer.jmfinancialmf.com)
JM Large & Mid Cap Fund NFO Riskometer:
(source: docviewer.jmfinancialmf.com)