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Scheme code Clear all
JM Large Cap Fund - Direct Plan - Growth Option
categoryLarge Cap Fund
benchmarkBSE 100
history from2013-01-02
rating (overall)โ˜…โ˜…โ˜…โ˜…โ˜†
3y / 5y / 10y stars3 / 4 / 4
return 1Y2.51%
return 3Y12.31%
return 5Y10.24%
return 10Y12.45%
vs benchmark 1Y-
vs benchmark 3Y-
vs benchmark 5Y-
3y volatility 15.59%
3y worst fall -19.80%
3y Sharpe 0.35
3y Sortino 0.49
3y alpha -
3y beta -
3y information ratio -
3y up / down capture-
3y risk-adj. rank in category59th of 30

Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.