FAQ : JM Large Cap Fund - Growth - Direct Plan

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(%) 43.82 20.69 18.26 11.98
Average Rolling Returns(%) 14.60 12.53 11.29 12.71

The Current NAV of JM Large Cap Fund - Growth - Direct Plan is ₹160.86.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 100 , as Funds portfolio is somewhat different.

JM Large Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.89%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of JM Large Cap Fund - Growth - Direct Plan is currently ₹100 Crores.

The Top three stocks are Larsen & Toubro, HDFC Bank and Infosys and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 46% of fund’s portfolio respectively.

Top three sectors of JM Large Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and IT accounting for 59% 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.

Satish Ramanathan and Asit Bhandarkar manage the JM Large Cap Fund - Growth - Direct Plan Fund.

JM Large Cap Fund - Growth - Direct Plan current PE ratio is 28.62 and PB ratio is 4.42

The asset allocation of JM Large Cap Fund - Growth - Direct Plan is Stocks : 94.85%, Debt : 5.17% and Gold : 0%

The minimum SIP amount for JM Large Cap Fund - Growth - Direct Plan is ₹100.00 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

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