- Mutual Funds
- JM Financial Mutual Fund
- JM Large Cap Fund (RIDCW-I)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 31.1174
NAV (Oct 7)
Fund Returns
Last 1Y | 37.1% |
Last 3Y | 17.4% |
Last 5Y | 19.5% |
Last 10Y | 12.5% |
Since Inception | 9.8% |
6 Month CAGR | 10.1% |
Scheme Information
The scheme seeks long term capital growth and appreciation through investment primarily in equities.
Expense Ratio | 2.41 |
Launched (0y ago) | 2.41 |
AUM in Crores | 392.6 |
ISIN | INF192K01593 |
Lock-in | - |
Benchmark | BSE 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.5 |
Beta | 0.9 |
Sharpe Ratio | 1.3 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Large Cap Fund (RIDCW-I) | 11,99,837 | 4,67,225 | 19.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6%Power Finance Corporation Ltd.
5%Larsen & Toubro Ltd.
4.7%State Bank of India
4.5%Tata Consultancy Services Ltd.
3.9%Allocation by Sector
Financial
23.1%Energy
15.74%Materials
10.26%Services
8.22%Technology
7.55%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
JM Financial Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.37% | 15.712% | ||
25.806% | 17.197% | ||
20.82% | 13.01% | ||
19.37% | 10.189% | ||
5.768% | 6.61% |
JM Large Cap Fund (RIDCW-I) Review
JM Large Cap Fund (RIDCW-I) is a Equity Equity fund and has delivered an annualised return of 9.847% over a period of 29 years. The fund is managed by JM Financial Mutual Fund. The fund managers are Asit Bhandarkar, Gurvinder Singh Wasan, Satish Ramanathan.
Nav of JM Large Cap Fund (RIDCW-I) as of 10/7/2024 is ₹31.12 with the total AUM as of 10/8/2024 is ₹392.57471. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Large Cap Fund (RIDCW-I) was launched on 1995-04-01. The category risk of the fund is Low.
The minimum SIP amount for JM Large Cap Fund (RIDCW-I) 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-I) 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 BSE 100 Total Return Index.
It is rated as a 1 fund in Equity and delivered 37.133% 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-I).
Frequently Asked Questions
What is JM Large Cap Fund (RIDCW-I)?
How to invest in JM Large Cap Fund (RIDCW-I)?
You can invest in JM Large Cap Fund (RIDCW-I) 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-I)?
The minimum sip amount for JM Large Cap Fund (RIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is JM Large Cap Fund (RIDCW-I) good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it 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-I)?
The expense ratio of the JM Large Cap Fund (RIDCW-I) is 2.41% for regular plan.
What is the NAV of JM Large Cap Fund (RIDCW-I)?
Today's JM Large Cap Fund (RIDCW-I) NAV is ₹31.12.