Widely used:Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹181.8354 -1.10%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
JM Large Cap Fund - Direct Plan
|
|
|
Very High
|
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1.01 |
|
|
|
Very High
|
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0.88 |
||
 |
|
Very High
|
Please wait... |
1.01 |
||
|
|
Very High
|
Please wait... |
0.74 |
||
|
|
Very High
|
Please wait... |
0.45 |
₹331 Cr
1.00 (30)
1,000
500
100
12
Investment Strategy
The scheme seeks long term capital growth and appreciation through investment primarily in equities.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
JM Large Cap Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, JM Large Cap Fund - Direct Plan fund can be purchased from the website of JM Financial Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of JM Large Cap Fund - Direct Plan is ₹181.8354 as of 14-Aug-2024.
The AUM of JM Large Cap Fund - Direct Plan Fund is ₹331 Cr as of 31-Jul-2024
The riskometer level of JM Large Cap Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
5.96
|
|
|
5.01
|
|
|
4.70
|
|
|
4.50
|
|
|
3.86
|
As of 31-Jul-2024, JM Large Cap Fund - Direct Plan had invested 97.58% in Equity and 2.42% in Cash & Cash Eq. See More
JM Large Cap Fund - Direct Plan is 11 years 7 months old. It has delivered 14.83% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
44.28%
|
21.45%
|
21.03%
|
15.93%
|
14.35%
|
14.83%
|
No, There is no lock in period in JM Large Cap Fund - Direct Plan.
The expense ratio of JM Large Cap Fund - Direct Plan is 1.01.
Mutual Funds 
JM JM Large Cap Fund - Direct Plan
