JM Large Cap Fund - Growth - Regular Plan

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  • (-0.89%)Nav, as on 03-12-2021

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  • Net Change on 03-12-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide optimum capital growth and appreciation.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
JM Large Cap Fund-Growth -3.32 1.79 26.83 14.66 13.13 8.93
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 100 - TRI -3.13 -0.08 33.72 17.75 17.54 11.23

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
JM Large Cap Fund-Growth Apr 01, 1995 26.83 14.66 13.13 2.43 52.36
Axis Bluechip Fund - Regular Plan - Growth Jan 05, 2010 28.57 19.61 20.01 1.64 33,966.75
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 32.11 17.73 15.04 1.82 32,031.06
ICICI Prudential Bluechip Fund - Growth May 23, 2008 34.98 16.91 15.99 1.73 31,081.90
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 33.07 17.30 17.49 1.59 30,804.01
Aditya Birla Sun Life Frontline Equity Fund-Growth Aug 30, 2002 Unrated 34.53 16.08 14.76 1.76 22,460.98

Fund Holdings as on 31-October-2021

  • Infosys Ltd.

  • State Bank of India

  • Housing Development Finance Corporation Ltd.

  • Larsen & Toubro Ltd.

  • Reliance Industries Ltd.

  • ICICI Bank Ltd.

  • TREPS-Triparty Repo

  • HCL Technologies Ltd.

  • HDFC Bank Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Grasim Industries Ltd.

  • Bosch Ltd.

  • Maruti Suzuki India Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • ITC Ltd.

  • Bajaj Finserv Ltd.

  • Power Grid Corporation of India Ltd.

  • SBI Life Insurance Company Ltd.

  • L&T Technology Services Ltd.

  • ICICI Lombard General Insurance Company Ltd.

  • Fortis Healthcare Ltd.

  • Bharti Airtel Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • The Ramco Cements Ltd.

  • HDFC Asset Management Company Ltd.

  • Zee Entertainment Enterprises Ltd.

  • Dabur India Ltd.

  • Tata Steel Ltd.

  • Sumitomo Chemical India Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Britannia Industries Ltd.**

  • Bharti Airtel Ltd - Rights Partly Paid

  • Net Current Assets

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  • IT - Software

  • Bank - Private

  • Bank - Public

  • Finance - Housing

  • Engineering - Construction

  • Refineries

  • Insurance

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Diversified

  • Auto Ancillary

  • Automobiles - Passenger Cars

  • Retailing

  • Cigarettes/Tobacco

  • Finance - Investment

  • Power Generation/Distribution

  • Engineering

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Finance - Asset Management

  • TV Broadcasting & Software Production

  • Household & Personal Products

  • Steel & Iron Products

  • Pesticides & Agrochemicals

  • Oil Exploration

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Fund Manager

  • Education:B.Com.,MMS
  • Experience:11 Year
  • Basic Details:Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years
  • Funds Managed:
  • JM Arbitrage Fund
  • JM Core 11 Fund
  • JM Large Cap Fund
  • JM Value Fund
  • Education:CFA, B-Tech, MBA (Finance), MIS
  • Experience:17.9 Years
  • Basic Details:Satish joined Sundaram BNP Paribas Asset Management in April 2007. He has a rich background in research and fund management with stints at Sundaram BNP Paribas, ICICI Securities and Franklin Templeton, his port of call before taking up his present role. Satish has deep expertise in researching the auto industry. He has also been in a supervisory role for research in the pharma and FMCG space. His earlier stint at the fund house (then known as Sundaram Newton) as in research tracking sectors such as auto, cement, capital goods and pesticides.
  • Funds Managed:
  • JM Flexicap Fund
  • JM Large Cap Fund
  • JM Value Fund

  • Cash

  • CRISIL AAA

  • Equity

  • Rights

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About JM Large Cap Fund

Scheme Analysis

JM Large Cap Fund is a Equity - Large Cap Fund fund and belongs to JM Financial Mutual Fund. It was launched on 01-Apr-1995 and currently has an AUM of ₹52.36 crore. JM Large Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 100 - TRI as secondary index.

The NAV of JM Large Cap Fund ended down ₹-0.88(-0.89%)yesterday to ₹97.9769.

Among its top 3 holdings the fund has exposure to Infosys Ltd., and

The JM Large Cap Fund is managed by Asit Bhandarkar and Satish Ramanathan.

Fund House Contact

505, 5th Floor, Laxmi Towers, Bandra-Kurla Complex, Mumbai: 400 051

022-61987777
investor@jmfinancial.in
+ 91 (022) 2652 8388