|Min SIP Amount||₹500|
|NAV||₹12.92 (06 May 2021)|
|Fund Started||01 Jul 2015|
|Fund Size||₹61 Cr|
|Reliance Industries Ltd.||Energy||Equity||6.9%|
|HDFC Bank Ltd.||Financial||Equity||6.6%|
|Adani Ports and Special Economic Zone Ltd.||Services||Equity||6.3%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||5.6%|
|ICICI Bank Ltd.||Financial||Equity||4.1%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.4%|
|Kotak Mahindra Bank Ltd.||Financial||Equity||2.8%|
JM Large Cap Fund IDCW Monthly 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 IDCW Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹61 Cr and the Latest NAV as of 06 May 2021 is ₹12.92.
The JM Large Cap Fund IDCW Monthly 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.