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(%) 42.67 19.66 17.17 10.73
Average Rolling Returns(%) 13.28 12.23 10.20 8.41

The Current NAV of JM Large Cap Fund - Regular Plan - Growth is ₹141.83.

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

JM Large Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.39%

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 ₹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 - Regular Plan - Growth 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 - 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 28.62 and PB ratio is 4.42

The asset allocation of JM Large Cap Fund - Regular Plan - Growth is Stocks : 94.85%, Debt : 5.17% 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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