FAQ : JM Large Cap Fund - Regular Plan - Growth

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

  • 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 - 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

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