Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    JM Large & Mid Cap
  • Opening:
    4th July 2025
  • Closing:
    18th July 2025
  • Scheme Type:
    Open Ended Equity Large & Mid Cap Fund
  • Minimum Investment:
    Rs. 1,000/- in multiples of Rs. 1 thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks.

  • Benchmark:

  • Nifty LargeMid250

  • Fund Manager:

  • Asit Bhandarkar, Deepak Gupta ,Ruchi Fozdar

Asset Allocation

70%-100% Equity
upto 30% Money Market
Comparable existing schemes
Motilal Oswal Large and Mid Cap Fund 14.50%(1Y) 34.03%(3Y)
Bandhan Large and Mid Cap Fund 5%(1Y) 28.84%(3Y)

Fund Prognosis

Idea Distiller

A new fund from an old house after ages and that too in a very competetive segment. I wait to see it's performance.

  • Fund House AAUM:

  • 1396886.54 Lakhs(as on 30th June)

  • Fund Manager:

  • Experience of above 12 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Not much really. Wait to see how it works out.