| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.07% |
| NAV | ₹72.43 (03 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹548 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| JM Liquid Fund Direct-Growth | Financial | Mutual Fund | 10.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 8.2% |
| Reliance Industries Ltd. | Energy | Equity | 7.9% |
| HDFC Bank Ltd. | Financial | Equity | 6.9% |
| Infosys Ltd. | Technology | Equity | 6.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.9% |
| ICICI Bank Ltd. | Financial | Equity | 3.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.5% |
| Tech Mahindra Ltd. | Technology | Equity | 3.2% |
| Bharti Airtel Ltd. | Communication | Equity | 2.9% |
JM Large Cap Fund 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 Large Cap Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹548 Cr and the Latest NAV as of 03 Jul 2020 is ₹72.43.
The JM Large Cap Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1%, if redeemed within 60 days.
The scheme seeks to achieve long term capital growth an appreciation.
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.