JM Large Cap Fund (Direct)
Scheme Type
Open-ended
Scheme Category
Large-Cap
Benchmark Type
S&P BSE Sensex
Scheme AUM (in Crs.)
₹ 2877.8
Expense Ratio
1.86%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 10965
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
15 Sep 1994
Sponsor
NA
Email
investor@jmfinancial.in
Phone
022 - 61987777
Address
5th Floor, Apeejay House,,3, Dinshaw Vachha Road, Near K C College,,Churchgate, Mumbai - 400 020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 3 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to provide optimum capital growth and appreciation.
Suitability
Capital Appreciation over Long Term.
• Investment predominantly in Equity & Equity related securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,030
Portfolio Value
₹30
Total Returns
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