JM Large Cap Fund

Equity | Large Cap Mutual Funds
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 1.8 % 4★ ₹50 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 1.8 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹50 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

To provide Optimum Capital growth and appreciation.

Scheme Performance

Returns and Ranks ( as on 30 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 9.4% 16.7% 11.8% 12.4%
Category Average 11.8% 17.9% 13.7% -

Scheme Allocation

Holding
Sector
Asset
Larsen & Toubro
6.67%
ICICI Bank
5.46%
Infosys
5.2%
ITC
4.84%
Reliance Industr
4.65%
Others
73.18%
Banks
18.33%
Automobiles
6.73%
Construction & Others
6.67%
Finance
6.03%
Cement
5.4%
Others
56.84%
Equity
94.51%
Reverse Repos
3.61%
Net Curr Ass/Net Receivables
1.88%

Fund House Details

JM Financial Mutual Fund

JM Large Cap Fund

Fund Manager
Satish Ramanathan

Exit Load

Exit Load 1.00% - If redeemed / switched out within 1 years from the date of allotment. Nil - If redeemed/switched out after 1 years from the date of allotment.

Advance Ratio

0 1.11 0.93 -0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

JM Financial Mutual Fund
AUM:
3,030 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

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"
The JM Large Cap Fund has delivered 12.4% since inception
The NAV of JM Large Cap Fund is ₹116.1 as of 30 November 2022.
The expense ratio of JM Large Cap Fund is 1.8 % as of 30 November 2022.
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”.
Invest Now