JM Large Cap Fund - Growth - Regular Plan

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  • 0.22 %Nav, as on 16-04-2021

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  • Net Change on 16-04-2021

  • 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 -1.67 0.31 35.27 9.00 9.80 8.43
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX -3.04 -0.41 59.57 12.48 13.73 15.26
S&P BSE SENSEX - TRI -3.04 -0.26 61.29 13.81 15.13 13.35

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 35.27 9.00 9.80 60.76
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 63.76 9.90 12.39 26,838.32
ICICI Prudential Bluechip Fund - Growth May 23, 2008 58.39 9.88 13.58 26,467.80
Axis Bluechip Fund - Regular Plan - Growth Jan 05, 2010 45.44 14.07 15.60 24,598.26
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 59.39 11.66 15.37 23,762.37
Aditya Birla Sun Life Frontline Equity Fund-Growth Aug 30, 2002 59.97 8.96 12.03 19,498.62

Fund Holdings as on 31-March-2021

  • Net Current Assets

  • TREPS

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Housing Development Finance Corporation Ltd.

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • Wipro Ltd.

  • Tata Consultancy Services Ltd.

  • Cipla Ltd.

  • Kotak Mahindra Bank Ltd.

  • Tech Mahindra Ltd.

  • Hindustan Unilever Ltd.

  • State Bank of India

  • ITC Ltd.

  • Larsen & Toubro Ltd.

  • Axis Bank Ltd.

  • Bajaj Finance Ltd.

  • Bharti Airtel Ltd.

  • Asian Paints Ltd.

  • Maruti Suzuki India Ltd.

  • Tata Steel Ltd.

  • Mahindra & Mahindra Ltd.

  • Nestle India Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Grasim Industries Ltd.

  • Tata Motors Ltd.

  • Ultratech Cement Ltd.

  • Bajaj Auto Ltd.

  • Titan Company Ltd.

  • Hindalco Industries Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Power Grid Corporation of India Ltd.

  • HDFC Life Insurance Company Ltd

  • Britannia Industries Ltd.

  • Bajaj Finserv Ltd.

  • Shree Cement Ltd.

  • IndusInd Bank Ltd.

  • HCL Technologies Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • Hero MotoCorp Ltd.

  • Bharat Petroleum Corporation Ltd.

  • SBI Life Insurance Company Ltd.

  • Divi's Laboratories Ltd.

  • NTPC Ltd.

  • Coal India Ltd.

  • GAIL (India) Ltd.

  • UPL Ltd.

  • Eicher Motors Ltd.

  • Indian Oil Corporation Ltd.

  • JSW Steel Ltd.

  • Britannia Industries Ltd.**

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Refineries

  • Port

  • Finance - Housing

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Bank - Public

  • Cigarettes/Tobacco

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Automobile Two & Three Wheelers

  • Consumer Food

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Paints

  • Steel & Iron Products

  • Insurance

  • Power Generation/Distribution

  • Diversified

  • Automobiles-Trucks/Lcv

  • Diamond & Jewellery

  • Metal - Non Ferrous

  • Finance - Investment

  • Oil Exploration

  • Mining & Minerals

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

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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:MMS (Finance)
  • Experience:11 Years
  • Basic Details:Mr. Chaitanya Choksi has around 11 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Limited since2008. prior to joining the AMC, he has worked with Lotus AMC, Chanrai Finance private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd.
  • Funds Managed:
  • JM Arbitrage Fund
  • JM Core 11 Fund
  • JM Large Cap Fund
  • JM Tax Gain Fund

  • Cash

  • CRISIL AAA

  • Equity

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About JM Large Cap Fund

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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 ₹60.76 crore. JM Large Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE SENSEX as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of JM Large Cap Fund ended up ₹0.18(0.22%)yesterday to ₹82.6267.

Among its top 3 holdings the fund has exposure to Net Current Assets, and

The JM Large Cap Fund is managed by Asit Bhandarkar and Chaitanya Choksi.

Fund House Contact

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

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