Formerly JM Equity DR
Top Ranked
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.
Track Record
26 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
78 Cr. Medium within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Scheme Information
The scheme seeks to provide optimum capital growth and appreciation.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
High Risk
0 %
Expense Ratio
Apr 01, 1995
Launched (26y ago)
₹ 78
AUM in Crores
INF192K01593
ISIN
No Lock-in
Lock-in
S&P BSE SENSEX TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
JM Financial Asset Management Limited
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.
Large Cap
Top Ranked
₹ 77 Cr
Fund Size
10%
3Y returns
Liquid
Top Ranked
₹ 1,790 Cr
Fund Size
5.8%
3Y returns
Liquid
Top Ranked
₹ 1,790 Cr
Fund Size
5.8%
3Y returns
Large Cap
Top Ranked
₹ 77 Cr
Fund Size
9.9%
3Y returns
Large Cap
Top Ranked
₹ 77 Cr
Fund Size
9.1%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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
The scheme seeks to provide optimum capital growth and appreciation. However, there is no assurance that the objective of the scheme will be realized.
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.
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
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.
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) 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.