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JM Large & Mid Cap Fund(IDCW)

Ticker: mf16768
Decent 68/100

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N
Navi Large & Midcap Fund(H-IDCW Payout)
Score 66/100 Decent
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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N
Navi Large & Midcap Fund(A-IDCW)
Score 66/100 Decent
The Navi Large & Midcap Fund shows decent potential with consistent growth and manageable risks, making it a reasonable investment option.
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N
Navi Large & Midcap Fund(IDCW)
Score 66/100 Decent
The fund shows potential for growth with a decent risk profile, but investors should be cautious of execution risks.
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N
Navi Large & Midcap Fund(H-IDCW)
Score 66/100 Decent
The fund shows decent potential with consistent growth and a manageable risk profile, but attention should be paid to execution risks and governance issues.
View details
N
Navi Large & Midcap Fund(A-IDCW Payout)
Score 66/100 Decent
The fund shows decent potential with a solid growth trajectory, but some risks in governance and execution should be monitored.
View details
N
Navi Large & Midcap Fund(IDCW Payout)
Score 68/100 Decent
The fund shows a decent potential for growth with manageable risks, making it a reasonable investment option.
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T
Tata Income Plus Arbitrage Active FOF(IDCW)
Score 48/100 Decent
The fund shows moderate potential but carries several risks that could impact performance.
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T
Tata Income Plus Arbitrage Active FOF(IDCW Payout)
Score 48/100 Decent
The fund shows moderate potential but lacks strong growth drivers and competitive advantages.
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Q
Quant Commodities Fund(IDCW)
Score 68/100 Decent
The fund operates in a challenging sector with moderate growth and profitability metrics. While there are opportunities, risks remain significant.
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A
Axis Retirement Fund-Dynamic Plan(IDCW)
Score 72/100 Decent
The Axis Retirement Fund-Dynamic Plan shows potential for growth in a favorable sector, but faces challenges in profitability and valuation metrics.
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T
Tata Nifty Capital Markets Index Fund(IDCW Payout)
Score 56/100 Decent
The fund shows potential in a growing sector, but faces challenges in profitability and valuation metrics.
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T
Tata Nifty Capital Markets Index Fund(IDCW)
Score 66/100 Decent
The Tata Nifty Capital Markets Index Fund shows decent potential, but investors should be cautious of market volatility and execution risks.
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F
Franklin India Ultra Short Duration Fund(IDCW Payout)
Score 48/100 Decent
The fund shows potential but faces challenges in profitability and liquidity, making it a cautious investment.
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F
Franklin India Ultra Short Duration Fund(IDCW)
Score 75/100 Decent
The fund shows decent potential with moderate risks, but investors should be cautious about execution and liquidity issues.
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S
SBI FMP-51-1846D(IDCW)
Score 48/100 Risky
The stock presents a risky investment opportunity with several concerns regarding growth and profitability metrics.
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U
Union Arbitrage Fund(IDCW Reinvest)
Score 48/100 Risky
The fund presents several risks with limited growth prospects and profitability concerns.
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Business Overview

The JM Large & Mid Cap Fund (IDCW) is a 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 growth and stability, this fund focuses on companies with strong fundamentals and growth potential. It matters because it offers exposure to high-quality businesses in India’s dynamic market, making it a strategic choice for wealth creation.

  • Diversified investment in large and mid-cap stocks
  • Focus on long-term capital appreciation
  • Ideal for growth-oriented investors
  • Managed by experienced professionals
  • Strong fundamentals for portfolio stability

Investment Thesis

JM Large & Mid Cap Fund (IDCW) stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for Indian retail investors seeking growth and stability.

  • Strong promoter group with a proven track record enhances investor confidence.
  • Significant growth potential in digital services sector supports future returns.
  • Attractive valuation relative to peers presents a favorable entry point.
  • Diversified portfolio reduces risk while aiming for capital appreciation.
  • Consistent performance history reinforces trust among retail investors.

Opportunity vs Risk

Opportunities
  • Strong historical performance
  • Diversified investment portfolio
  • Potential for long-term capital growth
  • Access to large and mid-cap stocks
Risks ⚠️
  • Market volatility impacts returns
  • Economic downturns affect performance
  • High expense ratios
  • Regulatory changes may affect operations
📊 Stock Investment Checklist (100 Points)
JM Large & Mid Cap Fund(IDCW) • Updated: 2025-10-01 03:32:34
  • 10
    Business
    High
    The sector shows potential but lacks a strong moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent.
  • 10
    Profitability
    High
    ROE and ROCE are average, cash flow is stable.
  • 8
    Valuation
    High
    Valuation metrics are slightly above peers.
  • 7
    Balance
    High
    Debt levels are manageable, liquidity is adequate.
  • 6
    Governance
    Good
    Promoter holding is decent, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present but execution risks are high.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential but faces challenges in growth consistency and execution risks.