JM Large Cap Fund
100
Min SIP
1,000
Min Lumpsum
1.66 %
Expense Ratio
Rating
45
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.1% | 18.9% | 11.3% | 11.8% | ||||
| Category Average | 13.4% | 25.1% | 13.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Reliance Industr
Larsen & Toubro
ITC
Bank of Baroda
ICICI Bank
Others
Advance Ratio
0.02
Alpha
3.63
SD
0.84
Beta
0.19
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out within 30 days from the date of allotment. Nil - If redeemed/switched out after 30 days from the date of allotment. |
|---|
Fund Objective
To provide Optimum Capital growth and appreciation.
Fund Managers
Gurvinder Singh Wasan - Fixed income - Senior Fund Manager & Credit Analyst
Working as a Senior Fund Manager & Credit Analyst at JM Financial Mutual Fund, Gurvinder Singh Wasan holds 18+ years of fixed-income market experience. He has previously served the roles of structured finance manager with a bank and a credit analyst with a mutual fund company. He has been a part of CRISIL, ICICI Bank, and Principal Asset Management Company during his career.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 13,432
-
22.4%Fund Size - 13,432
-
31%Fund Size - 13,432
-
14.2%Fund Size - 13,432
-
- Equity .
- Large Cap .
-
- 35,770
-
17%Fund Size - 35,770
-
26.1%Fund Size - 35,770
-
12.8%Fund Size - 35,770
-
- Equity .
- Large Cap .
-
- 1,443
-
14.7%Fund Size - 1,443
-
25.7%Fund Size - 1,443
-
12.6%Fund Size - 1,443
-
- Equity .
- Large Cap .
-
- 35,876
-
14.3%Fund Size - 35,876
-
25.3%Fund Size - 35,876
-
13.1%Fund Size - 35,876
-
- Equity .
- Large Cap .
-
- 5,633
-
13.9%Fund Size - 5,633
-
25.2%Fund Size - 5,633
-
13.6%Fund Size - 5,633
AMC Contact Details
JM Financial Mutual Fund
AUM:
2,969 Cr
Address:
Office B,8th Floor, Cnergy,Appasaheb
Marathe Marg,prabhadevi,
Mumbai - 400 025,mumbai 400051
Contact:
022-61987777
Email ID:
investor@jmfl.com
Frequently Asked Questions
How to invest in JM Large Cap Fund ?
You can invest in JM Large Cap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for JM Large Cap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of JM Large Cap Fund ?
The NAV of JM Large Cap Fund is ₹116.8 as of 02 June 2023.
How to redeem JM Large Cap Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of JM Large Cap Fund?
The minimum SIP amount of JM Large Cap Fund is ₹100
What are the top sectors JM Large Cap Fund has invested in??
The top sectors JM Large Cap Fund has invested in are
- Reliance Industr - 5.9%
- Larsen & Toubro - 5.62%
- ITC - 5.3%
- Bank of Baroda - 5.08%
- ICICI Bank - 4.91%
How much returns have JM Large Cap Fund generated ?
The JM Large Cap Fund has delivered 11.8% since inception
What is the expense ratio of JM Large Cap Fund ?
The expense ratio of JM Large Cap Fund is 1.66 % as of 02 June 2023.
What is the AUM of JM Large Cap Fund?
The AUM of JM Large Cap Fund is ₹2,969 Cr as of 02 June 2023
What are the top stock holdings of JM Large Cap Fund?
The top stock holdings of JM Large Cap Fund are
- Reliance Industr - 5.9%
- Larsen & Toubro - 5.62%
- ITC - 5.3%
- Bank of Baroda - 5.08%
- ICICI Bank - 4.91%