| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.07% |
| NAV | ₹78.75 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹331 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 10.2% |
| HDFC Bank Ltd. | Financial | Equity | 6.3% |
| Infosys Ltd. | Technology | Equity | 5.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.2% |
| Cipla Ltd. | Healthcare | Equity | 4.1% |
| ICICI Bank Ltd. | Financial | Equity | 4.0% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.6% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.5% |
| ITC Ltd. | FMCG | Equity | 3.4% |
| Tech Mahindra Ltd. | Technology | Equity | 3.0% |
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 ₹331 Cr and the Latest NAV as of 23 Oct 2020 is ₹78.75.
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 long term capital growth and appreciation through investment primarily in equities.
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.