|Min SIP Amount||₹500|
|NAV||₹17.17 (14 Jun 2021)|
|Fund Started||01 Apr 1995|
|Fund Size||₹50 Cr|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||7.2%|
|Reliance Industries Ltd.||Energy||Equity||6.7%|
|HDFC Bank Ltd.||Financial||Equity||6.1%|
|Adani Ports and Special Economic Zone Ltd.||Services||Equity||4.3%|
|ICICI Bank Ltd.||Financial||Equity||4.0%|
|Tata Consultancy Services Ltd.||Technology||Equity||2.9%|
|Tech Mahindra Ltd.||Technology||Equity||2.8%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||2.4%|
JM Large Cap Fund IDCW is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 01 Apr 1995. Asit Bhandarkar, Chaitanya Choksi is the Current Fund Manager of JM Large Cap Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹50 Cr and the Latest NAV as of 14 Jun 2021 is ₹17.17.
The JM Large Cap Fund IDCW is rated Very 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.