JM Large Cap Fund - Growth - Direct Plan

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  • Net Change on 17-06-2021

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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 4.60 5.86 38.90 11.77 11.55 12.21
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX 5.53 5.06 56.15 13.63 14.46 15.38
S&P BSE SENSEX - TRI 5.94 5.49 58.28 14.99 15.85 13.59

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 38.90 11.77 11.55 49.91
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 61.56 13.29 13.98 28,210.69
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 57.08 13.32 15.17 27,723.24
Axis Bluechip Fund - Direct Plan - Growth Jan 01, 2013 52.35 16.75 18.02 27,142.15
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 60.45 15.40 17.18 25,721.43
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 60.78 12.44 13.69 20,426.54

Fund Holdings as on 31-May-2021

  • Infosys Ltd.

  • Reliance Industries Ltd.

  • Net Current Assets

  • HDFC Bank Ltd.

  • Larsen & Toubro Ltd.

  • State Bank of India

  • HCL Technologies Ltd.

  • Housing Development Finance Corporation Ltd.

  • ICICI Bank Ltd.

  • Grasim Industries Ltd.

  • Power Grid Corporation of India Ltd.

  • Canara Bank

  • TREPS-Triparty Repo

  • Hindustan Unilever Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Eicher Motors Ltd.

  • Cipla Ltd.

  • HDFC Asset Management Company Ltd.

  • SBI Life Insurance Company Ltd.

  • Coal India Ltd.

  • Dabur India Ltd.

  • Tata Steel Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Maruti Suzuki India Ltd.

  • Mahindra & Mahindra Ltd.

  • Hindalco Industries Ltd.

  • Wipro Ltd.

  • Britannia Industries Ltd.**

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  • IT - Software

  • Bank - Private

  • Miscellaneous

  • Bank - Public

  • Refineries

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Household & Personal Products

  • Finance - Housing

  • Diversified

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Finance - Asset Management

  • Automobiles - Passenger Cars

  • Insurance

  • Mining & Minerals

  • Steel & Iron Products

  • Metal - Non Ferrous

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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-Jan-2013 and currently has an AUM of ₹49.91 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 down ₹-0.59(-0.61%)yesterday to ₹95.9259.

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