Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Large & Mid Cap Fund median (36 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 30 Jul 2025 – 20 Aug 2026, limited by JM Large & Mid Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | JM Large & Mid Cap Fund | Nifty Midcap 150 |
|---|---|---|
| 30 Jul 2025 | ₹100.00 | ₹100.00 |
| 31 Aug 2025 | ₹99.61 | ₹96.33 |
| 02 Oct 2025 | ₹100.36 | ₹98.52 |
| 04 Nov 2025 | ₹104.45 | ₹102.77 |
| 06 Dec 2025 | ₹104.05 | ₹103.10 |
| 07 Jan 2026 | ₹103.84 | ₹104.95 |
| 08 Feb 2026 | ₹101.37 | ₹101.79 |
| 12 Mar 2026 | ₹94.58 | ₹96.52 |
| 13 Apr 2026 | ₹96.42 | ₹98.32 |
| 16 May 2026 | ₹98.82 | ₹103.33 |
| 17 Jun 2026 | ₹101.92 | ₹105.78 |
| 19 Jul 2026 | ₹104.10 | ₹106.63 |
| 20 Aug 2026 | ₹107.75 | ₹108.58 |
| Metric | JM Financial · Regular NAV ₹10.83 Very High risk ★★★☆☆ 1Y | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|
| +5.99% | +5.52% | |
| — | +14.91% | |
| — | +13.37% | |
| — | +14.19% | |
| +7.31% | +12.93% | |
| +11.66% | — | |
| — | +14.91% | |
| — | +14.70% | |
| — | +13.49% | |
| Risk | ||
| 14.42% | 14.80% | |
| -0.04 | 0.54 | |
| -0.05 | 0.73 | |
| -16.01% | -37.25% | |
| Nifty Midcap 150 | — | |
| — | -0.76% | |
| — | 0.83 | |
| — | 81.1% | |
| — | 81.1% | |
| 2.68% | 2.37% | |
| ₹447.35Cr | ₹3,576Cr | |
| 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹1.00K | — | |
| — | 42% | |
| Deepak Gupta | — | |
| 30 Jul 2025 | — | |
| 63 | — | |
| 25.2% | — | |
| 1.6% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.