Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid capDirect
JM Large & Mid Cap Fund - Direct Plan - Growth Option
3Y ago—
5Y ago—
mid capDirect
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
3Y ago₹1.89 L
5Y ago₹2.30 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | JM Large & Mid Cap Fund - Direc… | Invesco India Large & Mid Cap F… |
|---|---|---|
| Fund house | JM Financial Mutual Fund | Invesco Mutual Fund |
| Category | Equity Schemes - Large & Mid Cap Fund | Equity Schemes - Large & Mid Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹10.9875 | ₹132.64 |
| Assets managed (AUM) | — | — |
| 1M return | 0.57% | 0.92% |
| 6M return | 12.25% | 13.32% |
| 1Y return | 7.62% | 11.06% |
| 3Y CAGR | — | 23.61% |
| 5Y CAGR | — | 18.12% |
| Since inception CAGR | 8.40% | 18.00% |
| Bumpiness · 3Y (annualised σ) | 14.21 | 16.65 |
| Worst drop ever | -15.48% | -35.31% |
| Sharpe · 3Y (rf=6%) | 0.16 | 0.95 |