JM Large & Mid Cap Fund
Ticker: mf13443
Decent
68/100
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Business Overview
JM Large & Mid Cap Fund is an equity mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance risk and growth, this fund focuses on companies with strong fundamentals and growth potential. It matters because it offers a strategic way to invest in India's growing economy while mitigating volatility.
- Diversified portfolio of large and mid-cap stocks
- Focus on strong fundamentals and growth potential
- Ideal for long-term capital appreciation
- Managed by experienced professionals
- Mitigates volatility while aiming for growth
Investment Thesis
JM Large & Mid Cap Fund stands out due to its credible promoter group, robust growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term growth.
- Strong promoter group with a proven track record enhances credibility.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation offers a competitive edge over peer funds.
- Focus on large and mid-cap stocks provides a balanced risk-reward profile.
- Experienced management team committed to delivering consistent returns.
Opportunity vs Risk
Opportunities
- Diversified portfolio across sectors
- Potential for long-term capital growth
- Exposure to large and mid-cap stocks
- Professional fund management expertise
Risks ⚠️
- Market volatility affects returns
- High expense ratios may impact gains
- Economic downturns can reduce performance
- Limited liquidity during market stress
📊 Stock Investment Checklist (100 Points)
JM Large & Mid Cap Fund • Updated: 2025-09-29 14:55:31
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10BusinessHighThe fund is invested in sectors with growth potential, but faces competition.
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10GrowthHighConsistent revenue growth observed, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but OCF is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The JM Large & Mid Cap Fund shows potential for growth but carries certain risks that investors should consider.