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  • 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

24.3903

NAV (Jun 20)

18.6%
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).

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

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?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

24.3903

NAV (Jun 20)

Fund Returns

Last 1Y
45.4%
Last 3Y
21.6%
Last 5Y
18.6%
Last 10Y
13.3%
Since Inception
9.9%
6 Month CAGR
22.3%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide optimum capital growth and appreciation.There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.

Expense Ratio
2.41
Launched (9y ago)
Jun 22, 2015
AUM in Crores
191.850
ISIN
INF192K01JI9
Lock-in
No Lock-in
Benchmark
S&P BSE 100 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.1
Standard Deviation (5yr)
12.2
Beta (3yr)
0.9
Beta (5yr)
0.59
Sharpe Ratio (3yr)
1.146
Sharpe Ratio (5yr)
0.97
YTM
0
Fund Managers

Gurvinder Wasan

Fund Manager

Satish Ramanathan

Fund Manager

Asit Bhandarkar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
JM Large Cap Fund (RIDCW-M)70%11,71,497 4,38,88518.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-20

Top Stock Holdings

treps-triparty repo

8.6%
8.6%

larsen & toubro ltd

5.7%
5.7%

hdfc bank ltd

4.7%
4.7%

grasim industries ltd

4.5%
4.5%

state bank of india

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

25%
25%

basic materials

16.3%
16.3%

consumer cyclical

14.5%
14.5%

industrials

10.2%
10.2%

technology

6.6%
6.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 7,838 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
phone-img022-61987704
Fund NameScripbox Opinion
Till Date CAGR

31.4%

15.9%

31.4%

15.7%

31.4%

15.7%

30.9%

17.4%

24.4%

10.1%

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 12.2% over a period of 8 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, Gurvinder Wasan, Satish Ramanathan.

Nav of JM Large Cap Fund (RIDCW-M) as of 6/20/2024 is ₹24.39 with the total AUM as of 6/21/2024 is ₹191.85. 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 45.3% 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 instruments 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 2.41% for regular plan.