JM Large Cap Fund (Direct)
The scheme seeks to provide optimum capital growth and appreciation.
Suitability
Capital Appreciation over Long Term.
• Investment predominantly in Equity & Equity related securities
Fund Info
Scheme Type
Open-ended
Scheme Category
Large-Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 2331.14
Expense Ratio
1.33%
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.) | ₹ 2331.14 |
| Expense Ratio | 1.33% |
| 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(%)
Indusind Bank Ltd.
Term Depos
6.09
Reliance Industries Ltd.
Equity
5.27
Tata Steel Ltd.
Equity
4.48
Ashok Leyland Ltd.
Equity
4.11
HDFC Bank Ltd.
Equity
4.11
Housing Development Finance Corpn. Ltd.
Equity
3.63
Infosys Ltd.
Equity
2.38
ITC Ltd.
Equity
2.18
Sun TV Network Ltd.
Equity
2.10
ICICI Bank Ltd.
Equity
1.93
Sector Allocation(%)
Sector
Percent
Energy
8.84
Metals
8.50
FMCG
7.12
Financial
21.92
Automobile
10.37
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.