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JM Large Cap Fund (Direct) - Growth

3 yr CAGR
+13.83%
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Direct

Growth

Fund overview

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Net Asset Value

105.959
aum

AUM (Fund size)

52.36 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 60 days
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Expense ratio

1.33%
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Risk

Very High

Top holdings

HoldingsWeightage
Infosys Ltd7.09%
State Bank of India6.72%
Housing Development Finance Corp Ltd6.31%
Larsen & Toubro Ltd6.13%
Reliance Industries Ltd5.86%
ICICI Bank Ltd5.62%
Treps-Triparty Repo4.95%
HCL Technologies Ltd4.88%
HDFC Bank Ltd4.53%
Sun Pharmaceuticals Industries Ltd3.42%

Calculate returns

Monthly (SIP)
One-Time
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About JM Financial Asset Management Limited

Managers

Satish Ramanathan, Asit Bhandarkar, Chaitanya Choksi

Custodians

HDFC Bank Ltd

Address

JM Financial Asset Management Private Limited 502, 5th Floor, A - Wing,

Fax Nos.

+91 22 26528388

Telephone Nos.

+91 22 61987777

Homepage

www.jmfinancialmf.com

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Start your investment
Monthly (SIP)
One-Time
Amount
Estimated value after 3 years

(as per historical returns)

2.31 Lakhs
Min investmentment of ₹500 required
risk

3 easy steps to complete your investment

Complete the entire investment process in just three simple steps and enjoy your returns.

Select the amount to invest

Choose from 200+ mutual funds catered for you

Enter personal details

Complete your KYC and get registered

Pay and your are done!

Checkout and see your money grow

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Frequently Asked Questions

What are equity funds?

Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization

What are large cap, mid cap, small cap and multi cap equity funds?

SEBI ranks all listed companies based on the overall market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards. Multi-cap funds invest in small cap, mid cap and large cap companies

What are ELSS funds?

ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years.

What are Bluechip funds?

Bluechip funds are those funds that invest in stocks of well established companies which have proved to perform financially well over a long period of time.

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.