• Mutual Funds
  • JM Mutual Fund
  • JM Large Cap Fund (RIDCW-M)

Formerly JM Large Cap Mn DR

JM Mutual Fund

JM Large Cap Fund (RIDCW-M)

EquityLarge Cap

15.5627

NAV (Aug 17)

9.5%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

However, Scripbox does not recommend investing in large cap mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 50 Cr

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

View all 7 analysis

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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

15.5627

NAV (Aug 17)

Fund Returns

Last 1Y

8.2%

Last 3Y

15.3%

Last 5Y

9.5%

Last 10Y

NA

Since Inception

8.5%

6 Month CAGR

3.5%

Scheme Information

Investment Objective

The scheme seeks to provide optimum capital growth and appreciation.

Expense Ratio

2.49

Launched (7y ago)

Jun 22, 2015

AUM in Crores

49.515

ISIN

INF192K01JI9

Lock-in

No Lock-in

Benchmark

S&P BSE 100 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

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 2022-08-17

Top Stock Holdings

icici bank ltd

7.3%
7.3%

larsen & toubro ltd

6.4%
6.4%

infosys ltd

6%
6%

sbi cards and payment services ltd ordinary shares

5.7%
5.7%

maruti suzuki india ltd

5.4%
5.4%
See all holdings

Allocation by Sector

financial services

30.4%
30.4%

consumer cyclical

14.5%
14.5%

technology

12.4%
12.4%

consumer defensive

9.2%
9.2%

healthcare

7.9%
7.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 14,233 cr

₹ 4,507 cr

₹ 9,966 cr

₹ 14,233 cr

₹ 9,966 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,979 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

    20.1%

    12.9%

    21.1%

    11.7%

    20.2%

    7.8%

    21.1%

    9.1%

    21.1%

    9%

    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 (RIDCW-M) Review

    JM Large Cap Fund (RIDCW-M) is a Large Cap Equity fund and has delivered an annualised return of 8.5% over a period of 7 years. The fund was previously known as JM Large Cap Mn DR. The fund is managed by JM Financial Asset Management Limited. The fund managers are Asit Bhandarkar, Satish Ramanathan.

    Nav of JM Large Cap Fund (RIDCW-M) as of 8/17/2022 is ₹15.56 with the total AUM as of 8/18/2022 is ₹49.515. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Large Cap Fund (RIDCW-M) was launched on Jun 22, 2015. The category risk of the fund is Very High Risk.

    The minimum SIP amount for JM Large Cap Fund (RIDCW-M) 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 (RIDCW-M) 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 (RIDCW-M) is rated as a 1 fund in Equity and delivered 8.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Large Cap Fund (RIDCW-M).

    Frequently Asked Questions

    What is JM Large Cap Fund (RIDCW-M)?

    JM Large Cap Fund (RIDCW-M) 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 (RIDCW-M)?

    You can invest in JM Large Cap Fund (RIDCW-M) 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 (RIDCW-M)?

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

    Is JM Large Cap Fund (RIDCW-M) good to invest in?

    As per Scripbox experts, JM Large Cap Fund (RIDCW-M) is a Not Recommended fund. You can investJM Large Cap Fund (RIDCW-M) 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 (RIDCW-M)?

    The expense ratio of the JM Large Cap Fund (RIDCW-M) is 2.49% for regular plan.