myplexus

NFO Monitor

Fund Fact

Name of Funds:

JM Large & Mid Cap

Opening:

4th July 2025

Closing:

18th July 2025

Minimum Investment:

Rs. 1,000/- in multiples of Rs. 1 thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment.

Fund Stats

Objective:

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.

Benchmark:

Nifty LargeMid250

Fund Manager:

Asit Bhandarkar, Deepak Gupta ,Ruchi Fozdar

Asset Allocation

70%-100% Equity upto 30% Money Market

upto 10% Units of Mutual Fund upto 10% Others

Comparable existing schemes

Motilal Oswal Large and Mid Cap Fund	14.50%(1Y)	34.03%(3Y)
Bandhan Large and Mid Cap Fund	5%(1Y)	28.84%(3Y)

Fund Prognosis

Idea Distiller

A new fund from an old house after ages and that too in a very competetive segment. I wait to see it's performance.

Fund House AAUM:
1396886.54 Lakhs(as on 30th June)
Fund Manager:
Experience of above 12 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Not much really. Wait to see how it works out.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028