JM Large Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 8.86 | 8.16 | 9.62 |
| Average Rolling Returns(%) | 13.11 | 12.16 | 12.05 | 10.06 |
The Current NAV of JM Large Cap Fund - Growth - Direct Plan is ₹184.49.
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 - Growth - Direct Plan fund’s expense ratio is 0.82%
The process for redemption is
The AUM of JM Large Cap Fund - Growth - Direct Plan is currently ₹355 Crores.
The Top three stocks are Bharti Airtel, State Bank Of India and ICICI Bank and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 35% of fund’s portfolio respectively.
Top three sectors of JM Large Cap Fund - Growth - Direct Plan fund are BFSI, IT and Auto accounting for 45% 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 - Growth - Direct Plan Fund is Equity - Large Cap Fund.
Deepak Gupta. and Asit Bhandarkar manage the JM Large Cap Fund - Growth - Direct Plan Fund.
JM Large Cap Fund - Growth - Direct Plan current PE ratio is 37.64 and PB ratio is 7.43
The asset allocation of JM Large Cap Fund - Growth - Direct Plan is Stocks : 98.04%, Debt : 1.96% and Gold : 0%
The minimum SIP amount for JM Large Cap Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹1000.00
The exit load for JM Large Cap Fund - Growth - Direct Plan is 1% on or before 30 days, Nil after 30 days
