JM Large Cap Fund Direct Plan Growth-0.57%

2Groww
-1.80%
1 Year Return
Equity
Large Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

JM Large Cap Fund Direct Plan Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.07%
NAV71.18 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size2,167 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Large Cap Fund Direct Plan Growth
-1.8%
6.2%
7.3%
10.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*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
    30
    with -1.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    DerivativeMiscellaneousUndisclosed - Others39.5%
    Reliance Industries Ltd.EnergyEquity8.0%
    HDFC Bank Ltd.Financial ServicesEquity4.8%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity4.4%
    Infosys Ltd.ITEquity4.0%
    Current AssetsCurrent AssetsCurrent Assets3.8%
    Tata Steel Ltd.MetalsEquity3.7%
    Triparty RepoCurrent AssetsMoney Market3.5%
    Yes Bank Ltd.Financial ServicesEquity3.5%
    ITC Ltd.Consumer GoodsEquity3.0%
    See All

    Fund Managers

    addChaitanya Choksi
    Education
    Mr. Choksi is a MMS (Finance) and CFA.
    Experience
    Prior to joining JM Financials in 2008 he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
    Funds Managed

    Other Details

    JM Large Cap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Asit Bhandarkar, Chaitanya Choksi is the Current Fund Manager of JM Large Cap Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹2,167 Cr and the Latest NAV as of 08 Jul 2019 is ₹71.18.

    The JM Large Cap Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 3 months.

    Investment Objective

    The scheme seeks to achieve long term capital growth an appreciation.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 3 months
    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
    14 Sep 1994
    Website
    NA
    JM Financial Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
    Invest Now
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