JM Large Cap Fund has a fund size of ₹456.66 Cr and a NAV of ₹179.66. It is heavily allocated to Financial Services (28.23%) and IT (10.41%), ensuring diversification and growth.
With a Beta of 0.88, the fund has lower volatility than the benchmark, providing stable performance. A Sharpe Ratio of 0.73 indicates moderate risk-adjusted returns, while an Alpha of 3.01 shows significant outperformance. The expense ratio of 0.66% ensures low costs, making it a cost-effective investment.
Overall, it is a well-diversified, stable, and high-performing option for long-term investors.
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