JM Large Cap Fund Direct Growth

Scheme code: INF192K01BZ0 NAV value: ₹ 174.1082 NAV date: 20 December, 2024
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration Min Max Average XIRR (%) Category average XIRR (%)
1 year 16.77 54.40 41.38 32.03
3 year 14.85 25.17 20.46 16.87
5 year 14.41 22.33 18.98 17.63
7 year 13.54 16.74 15.24 15.14

Rolling return for 1 year

Average return: 41.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
36.01 33.56 43.12 26.93 5.79 34.9 11-2023 11-2024
40.99 43.16 50.21 34.38 5.65 42.18 10-2023 10-2024
45.2 44.39 49.85 39.91 3.53 44.84 09-2023 09-2024
44 48.5 51.65 41.01 4.08 46.29 08-2023 08-2024
47.22 48.88 53.84 42.47 4.06 48.1 07-2023 07-2024
38.99 47.09 54.4 32.4 8.29 43.22 06-2023 06-2024
42.68 47.64 52.13 38.47 5.14 45.23 05-2023 05-2024
45.68 47.46 51.89 41.44 3.75 46.62 04-2023 04-2024
44.72 46.15 53.59 37.7 5.64 45.54 03-2023 03-2024
40.4 41.25 46.65 35.24 4.05 40.89 02-2023 02-2024
31.62 35.57 38.58 28.75 3.75 33.63 01-2023 01-2024
22.74 27.24 33.74 16.77 6.21 25.12 12-2022 12-2023

Rolling return for 3 year

Average return: 20.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.37 16.82 19.38 14.85 1.61 17.1 11-2021 11-2024
18.28 18.7 20.8 16.22 1.63 18.5 10-2021 10-2024
21 20.64 22.28 19.38 1.03 20.82 09-2021 09-2024
21.49 21.88 23.61 19.79 1.36 21.69 08-2021 08-2024
23.35 23.9 25.17 22.09 1.11 23.63 07-2021 07-2024
19.48 22.73 23.74 18.5 2.18 21.11 06-2021 06-2024
21.64 22.07 24.27 19.49 1.7 21.87 05-2021 05-2024
21.63 22.23 23.33 20.54 1.01 21.93 04-2021 04-2024
20.35 21 22.77 18.62 1.49 20.68 03-2021 03-2024
20.18 20.07 21.94 18.34 1.27 20.13 02-2021 02-2024
19.56 19.82 21.63 17.78 1.36 19.7 01-2021 01-2024
17.57 19.24 20.99 15.87 1.9 18.42 12-2020 12-2023

Rolling return for 5 year

Average return: 18.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.77 19.73 19.98 18.52 0.62 19.25 11-2019 11-2024
20.16 21.04 21.7 19.52 0.83 20.6 10-2019 10-2024
21.56 21.52 22.33 20.76 0.56 21.54 09-2019 09-2024
20.84 21.79 22.1 20.53 0.65 21.32 08-2019 08-2024
20.82 21.27 21.89 20.21 0.61 21.05 07-2019 07-2024
17.79 19.81 20.3 17.31 1.28 18.8 06-2019 06-2024
18.19 18.99 19.71 17.47 0.84 18.59 05-2019 05-2024
17.69 18.46 18.68 17.48 0.5 18.08 04-2019 04-2024
17.54 18.32 18.95 16.92 0.77 17.93 03-2019 03-2024
17.67 18.3 18.7 17.28 0.55 17.99 02-2019 02-2024
16.57 17.47 17.78 16.27 0.62 17.02 01-2019 01-2024
14.84 16.39 16.83 14.41 1.02 15.62 12-2018 12-2023

Rolling return for 7 year

Average return: 15.24
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.66 14.97 15.49 14.14 0.49 14.82 11-2017 11-2024
15.35 15.75 16.4 14.7 0.62 15.55 10-2017 10-2024
16.18 16.12 16.7 15.6 0.39 16.15 09-2017 09-2024
15.72 16.05 16.58 15.2 0.5 15.89 08-2017 08-2024
16.01 16.09 16.74 15.36 0.49 16.05 07-2017 07-2024
14.34 15.84 16.07 14.11 0.87 15.09 06-2017 06-2024
14.71 15.29 15.76 14.24 0.58 15 05-2017 05-2024
14.79 15.12 15.48 14.44 0.39 14.96 04-2017 04-2024
14.6 15.16 15.58 14.18 0.53 14.88 03-2017 03-2024
14.83 15.2 15.55 14.48 0.4 15.02 02-2017 02-2024
14.93 15.04 15.78 14.2 0.56 14.99 01-2017 01-2024
14.09 14.94 15.49 13.54 0.75 14.52 12-2016 12-2023