JM Large Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 46.1 | 21.6 | 17.36 | 11.79 |
Average Rolling Returns(%) | 13.88 | 12.38 | 10.32 | 8.45 |
The Current NAV of JM Large Cap Fund - Regular Plan - Growth is ₹150.24.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
JM Large Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.41%
The process for redemption is
The AUM of JM Large Cap Fund - Regular Plan - Growth is currently ₹144 Crores.
The Top three stocks are HDFC Bank, Larsen & Toubro and Grasim Industries and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 41% of fund’s portfolio respectively.
Top three sectors of JM Large Cap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 51% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of JM Large Cap Fund - Regular Plan - Growth Fund is Equity - Large Cap Fund.
Satish Ramanathan and Asit Bhandarkar manage the JM Large Cap Fund - Regular Plan - Growth Fund.
JM Large Cap Fund - Regular Plan - Growth current PE ratio is 34.74 and PB ratio is 5.31
The asset allocation of JM Large Cap Fund - Regular Plan - Growth is Stocks : 97.14%, Debt : 2.84% and Gold : 0%
The minimum SIP amount for JM Large Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for JM Large Cap Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days