
CASPeR Ranking #31
JM Large Cap Fund (Direct) - Growth
NAV (Fri Feb 07 2025)
₹167
Returns (Since Inception)
15.57%
Category Average
13.15%
Rating
4
Allocation and Holdings
Asset class
Weightage
Technology
14.45%
Financial Services
16.11%
Communication Services
5.62%
Energy
3.72%
Consumer Defensive
2.99%
Healthcare
2.88%

Get your personalized mutual fund portfolio in 2 minutes.

Overall rating
Scheme Information
Fund name
JM Large Cap Fund (Direct) - Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹480.41 Cr
ISIN
INF192K01BZ0
Inception Date
Jan 01 2013
Standard Deviation
13.466
Beta
0.95
Sharpe Ratio
0.667
Benchmark
S&P BSE 100 India TR INR
Expense Ratio
0.660%
Exit Load
If the units are redeemed/switched out on or before 30 days from the date of allotment – 1.00%. If the units are redeemed / switched out after 30 days from the date of allotment – Nil
Risk
Very High Risk
Investment Objective
The investment objective of the scheme is to provide optimum capital growth and appreciation.There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.
Fund Managers
Satish Ramanathan
Asit Bhandarkar
About the AMC
JM Financial Asset Management Limited
Phone Number
+91 22 61987777Email Address
investor@jmfl.comCorporate Office Address
JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-EastOverall AUM
₹480.41 Cr
Website
www.jmfinancialmf.comPopular Equity funds
View all Funds
Bandhan BSE Sensex ETF
₹1.18 Cr
11.50%

Taurus Nifty 50 Index Fund-Direct Plan-Growth Option
₹4.81 Cr
11.35%

Taurus Nifty 50 Index Fund Growth Option
₹4.81 Cr
11.01%

Kotak NIFTY India Consumption ETF
₹5.66 Cr
%
UTI Nifty IT ETF
₹6.04 Cr
%
Expert designed mutual fund portfolios
Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.
