SR
Satish RamanathanFund Manager Since 20 Aug 2021
EquityLarge-Cap
JM Large Cap Fund Growth
3Y Annualised
14.09%
0.68% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.75%
0.68% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 3 months
NIFTY 50
6 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹457.68 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.01%
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 Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Bluechip Fund Institutional Option - I Growth
16.99%
2nd
UTI Nifty 50 Exchange Traded Fund
11.13%
3rd
L&T India Large Cap Fund Direct Plan Growth Option
10.51%
4th
L&T India Large Cap Fund Direct Plan Payout of Income Dis cum Cap Wrdl
10.51%
5th
L&T India Large Cap Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
10.51%
237th
JM Large Cap Fund Growth
1.75%
Fund Managers
AB
Asit BhandarkarFund Manager Since 5 Oct 2017
About JM Large Cap Fund Growth
JM Large Cap Fund Growth is a Equity mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 29 years, having been launched on 1995-04-01. JM Large Cap Fund Growth has ₹457.68 Cr worth of assets under management (AUM) as of Sun Mar 23 2025. The latest Net Asset Value (NAV) of JM Large Cap Fund Growth as of Fri Mar 21 2025 is ₹142.294. The fund has an expense ratio of 2.25%, which is medium comparable to most other Equity funds.
JM Large Cap Fund Growth returns for the last 1 year are 1.19%. Since launch, it has delivered 9.26% average annual returns.
The JM Large Cap Fund Growth has the majority of its money invested in Financial Services, Technology, Consumer Cyclical, Communication Services, Industrials sectors.
Top 5 Holdings of JM Large Cap Fund Growth.
- ICICI Bank Ltd: 7.08%
- Cholamandalam Investment and Finance Co Ltd: 5.41%
- HDFC Bank Ltd: 5.24%
- Infosys Ltd: 5.20%
- Maruti Suzuki India Ltd: 4.26%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 1995-04-01 |
| investor@jmfl.com | |
| Phone | +91 22 61987777 |
| Website | www.jmfinancialmf.com |
| Address | JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East |
Tax Implications of JM Large Cap Fund Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from JM Financial Asset Management Limited
JM Value Fund (Direct) - Growth
EquityValue
3Y CAGR
22.35%
expense ratio
1.06%
fund size
₹1388.07 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
19.29%
expense ratio
0.78%
fund size
₹217.48 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
17.29%
expense ratio
2.24%
fund size
₹167.42 Cr
JM Liquid Fund Growth
Money MarketLiquid
3Y CAGR
6.59%
expense ratio
0.25%
fund size
₹3341.39 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
23.56%
expense ratio
0.57%
fund size
₹4899.24 Cr
FAQs
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