INF192K01601

CASPeR Ranking #53

JM Large Cap Fund Growth

Very High Risk Large-Cap Equity

NAV (Tue Jan 14 2025)

₹146

Returns (Since Inception)

12.10%

Category Average

10.27%

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%

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Overall rating

100K+Downloads

Scheme Information

Fund name

JM Large Cap Fund Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹495.06 Cr


ISIN

INF192K01601


Inception Date

Apr 01 1995


Standard Deviation

13.121


Beta

0.93


Sharpe Ratio

0.707


Benchmark

S&P BSE 100 India TR INR


Expense Ratio

2.360%


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 61987777

Email Address

investor@jmfl.com

Corporate Office Address

JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East

Overall AUM

₹495.06 Cr


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