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).
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.
JM Financial Asset Management Limited manages assets worth 2,691 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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Annual reviews & rebalances
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About JM Large Cap Fund (DR-A)
About JM Large Cap Fund (DR-A)
JM Large Cap Fund (DR-A) is a large cap equity fund and has delivered an annualised return of 10.2% over a period of 26 years .The fund was previously known as JM Equity DR.The fund is managed by JM Financial Asset Management Limited.The fund managers are Asit Bhandarkar, Chaitanya Choksi
JM Large Cap Fund (DR-A) Investment Objective
The scheme seeks to provide optimum capital growth and appreciation. However, there is no assurance that the objective of the scheme will be realized.
JM Large Cap Fund (DR-A) NAV,AUM,Risk
The JM Large Cap Fund (DR-A) fund was launched on Apr 01, 1995. The NAV (Net Asset Value) of this large cap equity as of 2021-03-04 is ₹ 16.4133. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 77.028. The category risk of the JM Large Cap Fund (DR-A) fund is High Risk.
The fund charges 0.0 % as expense ratio.
JM Large Cap Fund (DR-A) Holdings
The fund’s highest allocation is towards equity and has invested 81.8% in this asset class. The top three holdings of the fund are britannia industries limited,reliance industries ltd shs dematerialised and housing development finance corp ltd ordinary shares
JM Large Cap Fund (DR-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
JM Large Cap Fund (DR-A) Investment volatility and Horizon
This fund 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 SENSEX TR INR
JM Large Cap Fund (DR-A) Review
JM Large Cap Fund (DR-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, JM Large Cap Fund (DR-A) has a score of 3 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
