Home>Mutual Funds>JM Financial Mutual Fund>JM Large Cap Fund Direct Plan Growth

JM Large Cap Fund Direct Plan Growth

Equity
Large Cap
Very High Risk
44.28%
1Y return
-0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Sep 2021₹108.08
Min. SIP amount₹500
Rating4star
Fund size₹50.39 Cr

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns44.3%15.9%13.0%13.2%
Category average48.0%13.9%14.2%NA
Rank with in category685046NA
Understand termsinfo

Holdings (29)

NameSectorInstrumentAssets
TechnologyEquity8.8%
State Bank of India
FinancialEquity6.4%
TechnologyEquity6.3%
FinancialEquity6.2%
ConstructionEquity6.0%
EnergyEquity5.4%
FinancialEquity5.3%
FinancialEquity4.7%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity3.5%
AutomobileEquity2.9%
See All

Pros and cons

info
Category: Equity Large Cap
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Pros

Lower expense ratio - 1.33%
3Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
1Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.33%

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

Satish Ramanathan
Aug 2021 - Present
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Asit Bhandarkar
Oct 2017 - Present
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Chaitanya Choksi
Jul 2014 - Present
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Fund house & investment objective

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Fund house contact details

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