Home>Mutual Funds>JM Financial Mutual Fund>JM Core 11 Direct Plan Growth

JM Core 11 Direct Plan Growth

Equity
Focused
Very High Risk
55.08%
1Y return
-0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Sep 2021₹12.92
Min. SIP amount₹500
Rating1star
Fund size₹44.58 Cr

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns55.1%12.9%11.5%14.6%
Category average48.0%13.9%14.2%NA
Rank with in category635648NA
Understand termsinfo

Holdings (11)

NameSectorInstrumentAssets
FinancialEquity10.3%
FinancialEquity10.0%
TechnologyEquity9.8%
EnergyEquity9.7%
ConstructionEquity9.4%
ConstructionEquity9.3%
FinancialEquity9.3%
FinancialEquity9.2%
Consumer DurableEquity8.5%
ChemicalsEquity7.8%
See All

Expense ratio, exit load and tax

Expense ratio: 1.34%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 60 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Asit Bhandarkar
Jan 2013 - Present
View details
keyboard_arrow_down
Chaitanya Choksi
Jul 2014 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

JM Core 11 Direct Plan Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle