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
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