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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(%) | 5.14 | 14.13 | 16.59 | 12.59 |
Average Rolling Returns(%) | 13.96 | 12.13 | 11.18 | 9.01 |
The Current NAV of JM Large Cap Fund - Regular Plan - Growth is ₹141.05.
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 2.37%
The process for redemption is
The AUM of JM Large Cap Fund - Regular Plan - Growth is currently ₹491 Crores.
The Top three stocks are ICICI Bank, Infosys and Chola Invest & Fin. and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 43% of fund’s portfolio respectively.
Top three sectors of JM Large Cap Fund - Regular Plan - Growth fund are BFSI, IT and Auto accounting for 56% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 35.53 and PB ratio is 6.03
The asset allocation of JM Large Cap Fund - Regular Plan - Growth is Stocks : 97.26%, Debt : 2.77% 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