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JM Large Cap Fund (Dividend Payout - Annually)

Formerly JM Equity DP
Returns (5yrs)
4.41 %
Latest NAV
13.17

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 10th of July, 07:04 PM

The scheme seeks to provide optimum capital growth and appreciation.

Fund Managers

  • profile-pic
    Asit Bhandarkar
    profile-pic
    Chaitanya Choksi
  • expense-ratio
    Expense Ratio
    0.0
    benchmark
    Benchmark
    S&P BSE SENSEX TR INR
  • Aum image
    AUM
    ₹ 512.77 Crores
    ISIN
    ISIN
    INF192K01585
  • Category Risk:

    Moderately High risk

Holding Information

as on 10th of July, 07:04 PM

Top Holding

Jm Liquid Dir Gr
10%
Housing Development Finance Corp Ltd
8%
Reliance Industries Ltd
8%
Hdfc Bank Ltd
7%
Infosys Ltd
6%

Top Sectors

Financial Services
25%
Technology
14%
Energy
10%
Consumer Defensive
9%
Basic Materials
6%

Allocation

Equity
81%
Debt
0%
Others
0%

Investment Return Calculator

as on 10th of July, 07:04 PM
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Total Corpus
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Annualized %
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 10th of July, 07:04 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

JM Large Cap Fund Dividend Payout is a Large Cap Equity fund and has delivered an annualised return of 4.41% over a period of 5 years. The fund is managed by JM Financial Asset Management Limited. The fund managers names are Asit Bhandarkar, Chaitanya Choksi. The scheme seeks to provide optimum capital growth and appreciation. The fund charges 0.0%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.