| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.18% |
| NAV | ₹8.54 (03 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹44 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Petronet LNG Ltd. | Energy | Equity | 10.3% |
| Shree Cement Ltd. | Construction | Equity | 10.2% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 10.2% |
| ICICI Lombard General Insurance Company Ltd. | Financial | Equity | 9.1% |
| Larsen & Toubro Ltd. | Construction | Equity | 8.8% |
| HDFC Bank Ltd. | Financial | Equity | 8.6% |
| Bharti Airtel Ltd. | Communication | Equity | 8.5% |
| Asian Paints Ltd. | Chemicals | Equity | 8.3% |
| Titan Company Ltd. | Cons Durable | Equity | 8.1% |
| Axis Bank Ltd. | Financial | Equity | 7.5% |
JM Core 11 Direct Plan Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Asit Bhandarkar, Chaitanya Choksi is the Current Fund Manager of JM Core 11 Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹44 Cr and the Latest NAV as of 03 Jul 2020 is ₹8.54.
The JM Core 11 Direct Plan Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1%, if redeemed within 60 days.
The investment objective of the scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments.
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.