JM Large Cap Fund Direct Plan Growth+0.10%

2Groww
-0.57%
1 Year Return
Equity
Large Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

JM Large Cap Fund Direct Plan Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.07%
NAV69.85 (18 Sep 2019)
Fund Started01 Jan 2013
Fund Size2,482 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Large Cap Fund Direct Plan Growth
-0.6%
5.7%
6.2%
10.2%
Category Average
-2.5%
9.3%
13.3%
-
Rank within category
8
42
40
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -0.6% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. 3Y Returns are lower than the benchmark
    2. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.8%
    HDFC Bank Ltd.FinancialEquity7.2%
    IDFC First Bank Ltd.FinancialTerm Deposits6.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.7%
    Tata Consultancy Services Ltd.TechnologyEquity5.1%
    ITC Ltd.FMCGEquity4.7%
    ICICI Bank Ltd.FinancialEquity4.1%
    Hindustan Unilever Ltd.FMCGEquity4.0%
    Axis Bank Ltd.FinancialEquity3.8%
    Infosys Ltd.TechnologyEquity3.8%
    See All

    Fund Managers

    addAsit Bhandarkar
    Education
    Mr. Bhandarkar is a B.Com (H) and MMS.
    Experience
    Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
    Funds Managed
    addChaitanya Choksi
    Education
    Mr. Choksi is a MMS (Finance) and CFA.
    Experience
    Prior to joining JM Financials in 2008 he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
    Funds Managed

    Other Details

    JM Large Cap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Asit Bhandarkar, Chaitanya Choksi is the Current Fund Manager of JM Large Cap Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹2,482 Cr and the Latest NAV as of 18 Sep 2019 is ₹69.85.

    The JM Large Cap Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 3 months.

    Investment Objective

    The scheme seeks to achieve long term capital growth an appreciation.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 3 months
    Exit Load

    Compare Funds

    JM Large Cap Fund Direct Plan Growth
    VS
    search

    About JM Financial Mutual Fund

    Address
    Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
    Phone
    022-61987777
    Launch Date
    14 Sep 1994
    Website
    NA
    JM Financial Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available