CASPeR Ranking #53
JM Large Cap Fund Growth
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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4.5Overall rating
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 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
₹495.06 Cr
Website
www.jmfinancialmf.com
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