• Mutual Funds
  • JM Mutual Fund
  • JM Large Cap Fund (Growth)

Formerly JM Equity Gr

JM Mutual Fund

JM Large Cap Fund (Growth)

EquityLarge Cap

103.7462

NAV (Nov 25)

10.2%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Invest in this fund

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

103.7462

NAV (Nov 25)

Fund Returns

Last 1Y

3.8%

Last 3Y

15.1%

Last 5Y

10.2%

Last 10Y

11.7%

Since Inception

8.8%

6 Month CAGR

16.3%

Scheme Information

Investment Objective

The scheme seeks to provide optimum capital growth and appreciation.

Expense Ratio

2.5

Launched (27y ago)

Apr 01, 1995

AUM in Crores

50.445

ISIN

INF192K01601

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

13.3

Standard Deviation (5yr)

11.2

Beta (3yr)

0.56

Beta (5yr)

0.54

Sharpe Ratio (3yr)

0.801

Sharpe Ratio (5yr)

0.452

YTM

0

Fund Managers

Satish Ramanathan

Fund Manager

Asit Bhandarkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

larsen & toubro ltd

6.7%
6.7%

icici bank ltd

5.5%
5.5%

infosys ltd

5.2%
5.2%

itc ltd

4.8%
4.8%

reliance industries ltd

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

28.2%
28.2%

consumer cyclical

12.7%
12.7%

technology

11.4%
11.4%

consumer defensive

9.8%
9.8%

healthcare

7.5%
7.5%
See all sectors

Compare JM Large Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,796 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,70 debt and 15 hybrid funds.

amc-img

  • 022-61987704
  • investor@jmfl.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.5%

    13%

    17.4%

    7.6%

    20.6%

    11.8%

    20.6%

    9.4%

    20.6%

    9.3%

    JM Large Cap Fund (G) Review

    JM Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 8.8% over a period of 27 years. The fund was previously known as JM Equity Gr. The fund is managed by JM Financial Asset Management Limited. The fund managers are Asit Bhandarkar, Satish Ramanathan.

    Nav of JM Large Cap Fund (G) as of 11/25/2022 is ₹103.75 with the total AUM as of 11/26/2022 is ₹50.445. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Large Cap Fund (G) was launched on Apr 01, 1995. The category risk of the fund is Very High Risk.

    The minimum SIP amount for JM Large Cap Fund (G) 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 (G) 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 (G) is rated as a 1 fund in Equity and delivered 3.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Large Cap Fund (G).

    Frequently Asked Questions

    What is JM Large Cap Fund (G)?

    JM Large Cap Fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in JM Large Cap Fund (G)?

    You can invest in JM Large Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of JM Large Cap Fund (G)?

    The minimum sip amount for JM Large Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is JM Large Cap Fund (G) good to invest in?

    As per Scripbox experts, JM Large Cap Fund (G) is a Not Recommended fund. You can investJM Large Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the JM Large Cap Fund (G)?

    The expense ratio of the JM Large Cap Fund (G) is 2.5% for regular plan.