JM Core 11 Fund (Direct)
The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies.
Suitability
Capital Appreciation and Regular Income over Long Term.
• Investment predominantly in a concentrated portfolio of Equity & Equity related securities
Fund Info
Scheme Type
Open-ended
Scheme Category
Large-Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 37.45
Expense Ratio
2.17%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 10965
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Large-Cap |
| Benchmark Type | S&P BSE Sensex |
| Scheme AUM (in Crs.) | ₹ 37.45 |
| Expense Ratio | 2.17% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 10965 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Yes Bank Ltd.
Equity
9.86
Larsen & Toubro Ltd.
Equity
9.51
Asian Paints Ltd.
Equity
9.46
L&T Finance Holdings Ltd.
Equity
8.35
Maruti Suzuki India Ltd.
Equity
8.31
Voltas Ltd.
Equity
8.29
Shree Cement Ltd.
Equity
8.18
Petronet LNG Ltd.
Equity
7.48
Bajaj Finance Ltd.
Equity
11.33
HDFC Bank Ltd.
Equity
10.33
Sector Allocation(%)
Sector
Percent
Chemicals
9.46
Automobile
8.31
Financial
39.87
Construction
17.69
Energy
12.12
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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