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(%) | 46.65 | 21.14 | 17.76 | 12.2 |
Average Rolling Returns(%) | 14.87 | 12.62 | 11.39 | 12.69 |
The Current NAV of JM Large Cap Fund - Growth - Direct Plan is ₹163.38.
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 0.92%
The process for redemption is
The AUM of JM Large Cap Fund - Growth - Direct Plan is currently ₹119 Crores.
The Top three stocks are Larsen & Toubro, HDFC Bank and Reliance Industries and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 46% of fund’s portfolio respectively.
Top three sectors of JM Large Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 55% 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 29.73 and PB ratio is 4.53
The asset allocation of JM Large Cap Fund - Growth - Direct Plan is Stocks : 95.43%, Debt : 4.57% 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