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

Formerly JM Equity Gr

JM Mutual Fund

JM Large Cap Fund (Growth)

EquityLarge Cap

87.6452

NAV (Jun 24)

7.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
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).

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

48 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently 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?

Learn more

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

87.6452

NAV (Jun 24)

Fund Returns

Last 1Y

-0.2%

Last 3Y

9.6%

Last 5Y

7.7%

Last 10Y

11%

Since Inception

8.3%

6 Month CAGR

-9.8%

Scheme Information

Investment Objective

The scheme seeks to provide optimum capital growth and appreciation.

Expense Ratio

2.6

Launched (27y ago)

Apr 01, 1995

AUM in Crores

47.882

ISIN

INF192K01601

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Chaitanya Choksi

Fund Manager

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 2022-06-24

Top Stock Holdings

larsen & toubro ltd

7.8%
7.8%

reliance industries ltd

6.7%
6.7%

infosys ltd

6.2%
6.2%

icici bank ltd

5.5%
5.5%

maruti suzuki india ltd

5.5%
5.5%
See all holdings

Allocation by Sector

financial services

28.2%
28.2%

consumer cyclical

13.9%
13.9%

technology

13%
13%

basic materials

9.1%
9.1%

industrials

7.8%
7.8%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,888 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.

amc-img

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

    14.1%

    11.3%

    14.1%

    7.7%

    14.1%

    7.5%

    13.3%

    6.4%

    14.1%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    JM Large Cap Fund (G) Review

    JM Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 8.3% 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, Chaitanya Choksi, Satish Ramanathan.

    Nav of JM Large Cap Fund (G) as of 6/24/2022 is ₹87.65 with the total AUM as of 6/27/2022 is ₹47.882. 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 -0.2% 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 2.6% for regular plan.