JM Multicap Fund Direct Plan Growth-1.50%

4Groww
-6.50%
1 Year Return
Equity
Multi Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

JM Multicap Fund Direct Plan Growth

RiskHigh
Min SIP AmountNot Supported
Expense Ratio2.15%
NAV33.55 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size129 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Multicap Fund Direct Plan Growth
-6.5%
9.9%
11.0%
13.7%
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 -6.5% annual returns

    Comparison

    Data not available
    Pros
    1. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Bajaj Finance Ltd.Financial ServicesEquity10.5%
    HDFC Bank Ltd.Financial ServicesEquity10.4%
    ITC Ltd.Consumer GoodsEquity7.0%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity6.0%
    Maruti Suzuki India Ltd.AutomobileEquity5.8%
    Larsen & Toubro Ltd.ConstructionEquity4.9%
    Asian Paints Ltd.Consumer GoodsEquity4.6%
    Tech Mahindra Ltd.ITEquity4.0%
    Pidilite Industries Ltd.ChemicalsEquity3.8%
    ICICI Lombard General Insurance Company Ltd.Financial ServicesEquity3.6%
    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

    Other Details

    JM Multicap 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. Sanjay Kumar Chhabaria is the Current Fund Manager of JM Multicap Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹129 Cr and the Latest NAV as of 08 Jul 2019 is ₹33.55.

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

    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 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
    Enter investment amount
    + ₹1,000
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    ONE TIME
    MONTHLY SIP
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