JM Large & Mid Cap Fund: NFO Highlights, Theme, Dates, Minimum Investment & Key Details
- Krishna Priya
- Jul 7
- 1 min read
JM Financial Mutual Fund has introduced the JM Large & Mid Cap Fund, an open-ended equity mutual fund scheme designed to offer long-term capital growth. The scheme falls under the "Large & Mid Cap Fund" category, and as per SEBI norms, it will invest a minimum of 35% each in large cap and mid cap companies, giving investors the benefit of both stability and growth.
The investment objective of the scheme is to seek long-term capital appreciation by investing in equity and equity-related securities of large and mid cap stocks. However, there is no guarantee that the investment objective will be achieved.
NFO Schedule
Event | Date |
NFO Opens | July 4, 2025 |
NFO Closes | July 18, 2025 |
Allotment date | July 25, 2025 |
Minimum Investment Requirement
Investment Type | Minimum Amount |
Initial investment | ₹1,000 |
Additional investment | ₹100 |
NFO Price per Unit | ₹10 |
Exit load
The scheme comes with an Exit Load of 1%, which is applicable if units are redeemed or switched out within 180 days from the date of allotment. No exit load is charged if the units are redeemed after 180 days. There is no entry load, making it cost-efficient for long-term investors.
Benchmark: Nifty Large Midcap 250 TRI
Fund Managers
Mr. Sachin Relekar – A seasoned fund manager known for his bottom-up stock selection and strong expertise in growth-oriented equity strategies.
Mr. Karan Desai – Brings deep experience in equity research and portfolio management, with a focus on long-term fundamental investing.
Disclaimer: This content is for educational purposes only; please conduct your own research and consult with a qualified investment advisor before making any investment decisions.
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