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JM Large Cap Fund Growth-0.35%

36.65%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

JM Large Cap Fund Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio2.43%
NAV₹82.86 (14 May 2021)
Fund Started01 Apr 1995
Fund Size54 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
36.6%
8.7%
10.0%
8.5%
Category Average
50.8%
10.2%
12.9%
-
Rank Within Category
114
77
76
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 36.6% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
Cons
1. 3Y Returns are lower than the category average returns
2. 5Y Returns are lower than the category average returns
3. 10Y Returns are lower than the category average returns
4. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
5. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity6.9%
HDFC Bank Ltd.FinancialEquity6.6%
Adani Ports and Special Economic Zone Ltd.ServicesEquity6.3%
Housing Development Finance Corpn. Ltd.FinancialEquity5.6%
Infosys Ltd.TechnologyEquity5.5%
ICICI Bank Ltd.FinancialEquity4.1%
Wipro Ltd.TechnologyEquity3.9%
Tata Consultancy Services Ltd.TechnologyEquity3.4%
Cipla Ltd.HealthcareEquity3.0%
Kotak Mahindra Bank Ltd.FinancialEquity2.8%
See All

Fund Managers

Chaitanya Choksi
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JM Large Cap Fund Growth Details

JM Large Cap Fund Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹54 Cr and the Latest NAV as of 14 May 2021 is ₹82.86.

The JM Large Cap Fund Growth 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.

Investment Objective

The scheme seeks long term capital growth and appreciation through investment primarily in equities.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1%, if redeemed within 60 days.
Exit Load

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About JM Financial Mutual Fund

Address
Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
Phone
022-61987777
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,
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