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JM Large Cap Fund Direct Plan Growth

Equity
Large Cap
Very High Risk
15.37%
3Y annualised
+0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 08 Aug 2022₹107.72
Min. SIP amount₹500
Rating4
Fund size₹45.97Cr

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.9%15.4%10.3%11.9%
Category average48.0%13.9%14.2%NA
Rank with in category445341NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
Larsen & Toubro Ltd.ConstructionEquity6.4%
Maruti Suzuki India Ltd.AutomobileEquity6.1%
Infosys Ltd.TechnologyEquity5.8%
Reliance Industries Ltd.EnergyEquity5.8%
ICICI Bank Ltd.FinancialEquity5.4%
ITC Ltd.Consumer StaplesEquity4.5%
HCL Technologies Ltd.TechnologyEquity4.3%
HDFC Bank Ltd.FinancialEquity4.1%
Sun Pharmaceutical Industries Ltd.HealthcareEquity4.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.7%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

3Y annualised returns higher than category average by 1.49%
Lower AUM: 45Cr. Funds with lower AUM tend to have higher expense ratio
1Y and 5Y annualised returns lower than category average
Higher expense ratio: 1.77%

Expense ratio, exit load and tax

Expense ratio: 1.77%

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 terms
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
View details

Education
Mr. Ramanathan holds a B.Tech degree and has done MBA and CFA.
Experience
Prior to joining Sundaram BNP Paribas AMC, he has an extensive experience in the asset management business with stints in Research division of Sundaram AMC and managing funds for Franklin Templeton. He has also worked with ICICI Securities for 4 years, with Birla Merlin & Dewoo Finance for 1 year, with ICRA Ltd. for 2 years and for 1 year with Tata Economic Consultancy Services.
Also manages these schemes

Asit Bhandarkar
Oct 2017 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
Website
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

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FAQs

How to Invest in JM Large Cap Fund Direct Plan Growth?

You can easily invest in JM Large Cap Fund Direct Plan Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for JM Large Cap Fund Direct Plan Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in JM Large Cap Fund Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does JM Large Cap Fund Direct Plan Growth provide?

The JM Large Cap Fund Direct Plan Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 6.93% since its inception.

How much expense ratio is charged by JM Large Cap Fund Direct Plan Growth?

The term Expense Ratio used for JM Large Cap Fund Direct Plan Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of JM Large Cap Fund Direct Plan Growth is 1.77% as of 10 Aug 2022...

What is the AUM of JM Large Cap Fund Direct Plan Growth?

The AUM, short for Assets Under Management of JM Large Cap Fund Direct Plan Growth is ₹45.97Cr as of 10 Aug 2022.

How to Redeem JM Large Cap Fund Direct Plan Growth?

If you want to sell your JM Large Cap Fund Direct Plan Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of JM Large Cap Fund Direct Plan Growth?

You can select either SIP or Lumpsum investment of JM Large Cap Fund Direct Plan Growth based on your investment objective and risk tolerance.

What is the NAV of JM Large Cap Fund Direct Plan Growth?

The NAV of JM Large Cap Fund Direct Plan Growth is ₹107.72 as of 08 Aug 2022.

What is the PE and PB ratio of JM Large Cap Fund Direct Plan Growth?

The PE ratio ratio of JM Large Cap Fund Direct Plan Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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