• Mutual Funds
  • JM Mutual Fund
  • JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

Formerly JM Large Cap Ann DR

JM Mutual Fund

JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

EquityLarge Cap

19.2647

NAV (Jan 24)

10.4%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

7 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

52 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

19.2647

NAV (Jan 24)

Fund Returns

Last 1Y

17.8%

Last 3Y

11.5%

Last 5Y

10.4%

Last 10Y

NA

Since Inception

8%

6 Month CAGR

7.4%

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Scheme Information

Investment Objective

The scheme seeks to provide optimum capital growth and appreciation.

Expense Ratio

2.5

Launched (7y ago)

Jun 22, 2015

AUM in Crores

51.106

ISIN

INF192K01JT6

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Asit Bhandarkar

Fund Manager

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Chaitanya Choksi

Fund Manager

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Satish Ramanathan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

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About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,146 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,54 debt and 31 hybrid funds.

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  • tel-amc-about
    022-61987704
  • mail-amc-about
    investor@jmfl.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.7%

    7.4%

    4.5%

    7%

    4.5%

    7.5%

    4.5%

    6.9%

    3.8%

    5.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Review

    JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 8% over a period of 6 years. The fund was previously known as JM Large Cap Ann DR. The fund is managed by JM Financial Asset Management Limited. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Satish Ramanathan.

    Nav of JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) as of 24/01/2022 is ₹19.26 with the total AUM as of 25/01/2022 is ₹51.106. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) was launched on Jun 22, 2015. The category risk of the fund is Very High Risk.

    The minimum SIP amount for JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.

    JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) is rated as a 3 fund in Equity and delivered 17.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A).

    Frequently Asked Questions

    What is JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)?

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    Is JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A) good to invest in?

    What is the expense ratio of the JM Large Cap Fund of Income Distribution cum capital withdrawal (RIDCW-A)?