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JM Large Cap Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.66 | 40.23 | 0.94 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.46 | 38.89 | 0.92 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| — |
About Large Cap Fund
Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.
Peers & Comparison
EquityLarge Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| JM Large Cap Fund(IDCW) | 20.14% | 17.82% | 13.92% |
| ICICI Pru Bluechip Fund(IDCW-Payout) | 14.92% | 12.57% | 11.15% |
| SBI BlueChip Fund(IDCW-Payout) | 16.10% | 14.82% | 14.05% |
| Mirae Asset Large Cap Fund(IDCW) | 6.44% | 9.65% | 14.11% |
Price Comparison
Compare JM Large Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 2.84 %
Holdings
8.69 %
2.84 % - ICICI Bank Ltd3M change : 2.34 %
Holdings
6.63 %
2.34 % - Bharti Airtel Ltd3M change : 4.63 %
Holdings
6.05 %
4.63 %
AMC Profile
JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
15
Total AUM
₹ 13,663.27 Cr.
Fund Manager Profile
Satish Ramanathan
AUM: ₹9,885.11 Cr.
|
Exp: 17.9yrs
Chaitanya Choksi
AUM: ₹9,885.11 Cr.
|
Exp: 11yrs
Asit Bhandarkar
AUM: ₹9,885.11 Cr.
|
Exp: 11yrs
Ruchi Fozdar
AUM: ₹13,663.27 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%