|Min SIP Amount||₹500|
|NAV||₹12.61 (24 Nov 2020)|
|Fund Started||01 Jul 2015|
|Fund Size||₹338 Cr|
|Reliance Industries Ltd.||Energy||Equity||9.2%|
|HDFC Bank Ltd.||Financial||Equity||6.6%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||4.7%|
|ICICI Bank Ltd.||Financial||Equity||4.4%|
|Reserve Bank of India||Financial||T-Bills||3.7%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.5%|
|Hindustan Unilever Ltd.||FMCG||Equity||3.5%|
JM Large Cap Fund Dividend Half Yearly is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 01 Jul 2015. Asit Bhandarkar, Chaitanya Choksi is the Current Fund Manager of JM Large Cap Fund Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹338 Cr and the Latest NAV as of 24 Nov 2020 is ₹12.61.
The JM Large Cap Fund Dividend Half Yearly 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.