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  • JM Large Cap Fund (RIDCW-I)
JM Mutual Fund

JM Large Cap Fund (RIDCW-I)

EquityLarge Cap

31.1174

NAV (Oct 07)

19.485%
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 ->

Downside Protection Measure

Good

The performance of the fund on a Downside Protection Measure metric has been Good

Fund Size

Poor

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

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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

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

Investment Objective

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

Asit Bhandarkar

Fund Manager

Gurvinder Singh Wasan

Fund Manager

Satish Ramanathan

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-I)70%11,99,837 4,67,22519.5%
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 2023-12-21

Top Stock Holdings

HDFC Bank Ltd.

6%
5.96%

Power Finance Corporation Ltd.

5%
5.01%

Larsen & Toubro Ltd.

4.7%
4.7%

State Bank of India

4.5%
4.5%

Tata Consultancy Services Ltd.

3.9%
3.86%
See all holdings

Allocation by Sector

Financial

23.1%
23.1%

Energy

15.74%
15.74%

Materials

10.26%
10.26%

Services

8.22%
8.22%

Technology

7.55%
7.55%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

JM Financial Mutual Fund

JM Financial was established in the year 1993-94. The Company is a part of one of the oldest and reputed financial groups- JM Financial Group. It is sponsored by JM Financial limited.amc-img
phone-img022-33797777 / 1800-103-8345
Fund NameScripbox 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)?

It is a Equity 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-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.