JM Multicap Fund Direct Plan Growth+1.62%

4
-13.70%
1 Year Return
Equity
Multi Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

JM Multicap Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.15%
NAV29.23 (27 May 2020)
Fund Started01 Jan 2013
Fund Size119 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Multicap Fund Direct Plan Growth
-13.7%
-1.3%
5.7%
10.6%
Category Average
-14.4%
-4.8%
2.2%
-
Rank within category
27
19
10
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -13.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity12.2%
    Bajaj Finance Ltd.FinancialEquity7.7%
    ICICI Lombard General Insurance Comapny Ltd.FinancialEquity6.2%
    Asian Paints Ltd.ChemicalsEquity5.8%
    Bharti Airtel Ltd.CommunicationEquity5.3%
    Pidilite Industries Ltd.ChemicalsEquity5.1%
    Shree Cement Ltd.ConstructionEquity4.7%
    Britannia Industries Ltd.FMCGEquity4.7%
    Tata Consultancy Services Ltd.TechnologyEquity4.6%
    ITC Ltd.FMCGEquity4.5%
    See All

    Fund Managers

    addSanjay Kumar Chhabaria
    Education
    He is a PGDBA and CFA.
    Experience
    Prior to joining JM Financials he has worked with Lotus India AMC, SBI Funds Management, Religare Invesco AMC, SMIFS Securities and IDBI Capital Markets.
    Funds Managed

    JM Multicap Fund Direct Plan Growth Details

    JM Multicap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sanjay Kumar Chhabaria is the Current Fund Manager of JM Multicap Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹119 Cr and the Latest NAV as of 27 May 2020 is ₹29.23.

    The JM Multicap Fund Direct Plan Growth 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.

    Investment Objective

    The investment objective of the Scheme is to provide capital appreciationby investing in equity and equity related securities using a combination ofstrategies

    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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