JM Large Cap Fund - Growth - Direct Plan

Other Plans and Options
  • 0.5 %Nav, as on 07-05-2021

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  • Net Change on 07-05-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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 (Direct) - Growth Option 0.35 -0.43 38.68 10.29 11.61 11.73
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX -0.92 -3.01 56.49 11.79 14.28 15.26
S&P BSE SENSEX - TRI -0.90 -2.85 58.21 13.13 15.69 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 (Direct) - Growth Option Jan 01, 2013 38.68 10.29 11.61 54.20
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 61.84 9.89 13.63 19,292.47
Canara Robeco Bluechip Equity Fund - Direct Plan - Growth Jan 01, 2013 57.94 16.92 17.96 2,476.82
Kotak Bluechip Fund - Growth - Direct Jan 01, 2013 62.59 13.20 14.91 2,411.04
IDFC Large Cap Fund-Direct Plan-Growth Jan 01, 2013 54.08 11.04 14.60 714.08
HSBC Large Cap Equity Fund - Growth Direct Jan 01, 2013 55.74 10.51 14.50 689.71

Fund Holdings as on 30-April-2021

  • Net Current Assets

  • Housing Development Finance Corporation Ltd.

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • Infosys Ltd.

  • Wipro Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • ICICI Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Tech Mahindra Ltd.

  • Kotak Mahindra Bank Ltd.

  • State Bank of India

  • Axis Bank Ltd.

  • Hindustan Unilever Ltd.

  • Cipla Ltd.

  • Bajaj Finance Ltd.

  • Bharti Airtel Ltd.

  • Asian Paints Ltd.

  • ITC Ltd.

  • Tata Steel Ltd.

  • Larsen & Toubro Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Maruti Suzuki India Ltd.

  • Mahindra & Mahindra Ltd.

  • Nestle India Ltd.

  • Hindalco Industries Ltd.

  • Grasim Industries Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Bajaj Auto Ltd.

  • Tata Motors Ltd.

  • Bajaj Finserv Ltd.

  • Power Grid Corporation of India Ltd.

  • Ultratech Cement Ltd.

  • Titan Company Ltd.

  • HDFC Life Insurance Company Ltd

  • Britannia Industries Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • IndusInd Bank Ltd.

  • Shree Cement Ltd.

  • Divi's Laboratories Ltd.

  • Hero MotoCorp Ltd.

  • HCL Technologies Ltd.

  • SBI Life Insurance Company Ltd.

  • Bharat Petroleum Corporation Ltd.

  • TREPS-Triparty Repo

  • JSW Steel Ltd.

  • Coal India Ltd.

  • NTPC Ltd.

  • GAIL (India) Ltd.

  • UPL Ltd.

  • Indian Oil Corporation Ltd.

  • Eicher Motors Ltd.

  • Britannia Industries Ltd.**

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Refineries

  • Finance - Housing

  • Port

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Steel & Iron Products

  • Household & Personal Products

  • Finance - NBFC

  • Consumer Food

  • Telecommunication - Service Provider

  • Paints

  • Cement & Construction Materials

  • Cigarettes/Tobacco

  • Insurance

  • Power Generation/Distribution

  • Engineering - Construction

  • Metal - Non Ferrous

  • Diversified

  • Finance - Investment

  • Automobiles-Trucks/Lcv

  • Diamond & Jewellery

  • 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

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-Jan-2013 and currently has an AUM of ₹54.20 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 ₹0.45(0.5%)yesterday to ₹91.363.

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