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JM Large Cap Fund Growth

Equity
Large Cap
Very High Risk
35.19%
1Y return
+1.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹92.27
Min. SIP Amount₹500
Rating3star
Fund Size₹50.26 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.2%11.8%10.7%8.8%
Category average48.0%13.9%14.2%NA
Rank with in category1147578NA
Understand termsinfo

Holdings (28)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity9.2%
HCL Technologies Ltd.TechnologyEquity6.7%
State Bank of India
FinancialEquity6.3%
ICICI Bank Ltd.FinancialEquity5.5%
Larsen & Toubro Ltd.ConstructionEquity5.4%
Reliance Industries Ltd.EnergyEquity5.1%
Grasim Industries Ltd.ConstructionEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
Power Grid Corporation of India Ltd.
EnergyEquity4.5%
HDFC Bank Ltd.FinancialEquity4.5%
See All

Pros and cons

Category: Equity Large Cap

Pros

  • Age is more than 10 years

Cons

  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns
  • 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

Expense ratio, exit load and tax

Expense ratio: 2.42541986%

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

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Asit Bhandarkar
Oct 2017 - Present
View Details
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Chaitanya Choksi
Jul 2014 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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