CASPeR Ranking #37
JM Large Cap Fund Growth
NAV (Tue Sep 17 2024)
₹166
Returns (Since Inception)
19.45%
Category Average
15.82%
Rating
4
Allocation and Holdings
Asset class
Weightage
Financial Services
18.01%
Industrials
4.32%
Basic Materials
4.15%
Utilities
4.03%
Energy
3.45%
Technology
6.62%
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Overall rating
Scheme Information
Fund name
JM Large Cap Fund Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹392.57 Cr
ISIN
INF192K01601
Inception Date
Apr 01 1995
Standard Deviation
12.43
Beta
0.93
Sharpe Ratio
1.137
Benchmark
S&P BSE 100 India TR INR
Expense Ratio
2.410%
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
₹392.57 Cr
Website
www.jmfinancialmf.comPopular Equity funds
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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.
frequently asked questions
view all FAQsWhat is the current NAV of JM Large Cap Fund Growth?
The NAV of JM Large Cap Fund Growth is ₹166 as of Tue Sep 17 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
Who is the fund manager of JM Large Cap Fund Growth?
Satish Ramanathan is the current fund manager of JM Large Cap Fund Growth as on Wed Sep 18 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
What is the expense ratio of JM Large Cap Fund Growth?
The Expense Ratio of JM Large Cap Fund Growth is 241.00% as of Wed Sep 18 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 241.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
What is the minimum SIP amount of JM Large Cap Fund Growth?
The minimum Systematic Investment Plan (SIP) amount required for JM Large Cap Fund Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
What is the minimum lump sum amount required to invest in JM Large Cap Fund Growth?
To initiate a lump sum investment in JM Large Cap Fund Growth, a minimum initial amount of ₹1,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
What is risk category of the JM Large Cap Fund Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of JM Large Cap Fund Growth is classified as Very High Risk.
What is the category of JM Large Cap Fund Growth?
The category of the JM Large Cap Fund Growth is Equity.