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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.72 | 35.50 | -0.13 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.46 | 36.02 | 0.14 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM Large Cap Fund(H-IDCW) | -0.42% | 14.37% | 11.36% |
ICICI Pru Bluechip Fund(IDCW-Payout) | 2.54% | 10.38% | 10.23% |
SBI BlueChip Fund(IDCW-Payout) | 8.78% | 12.52% | 13.38% |
Mirae Asset Large Cap Fund(IDCW) | -0.99% | 7.52% | 13.42% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Equity
Others
Holdings
7.38 %
Holdings
5.40 %
Holdings
5.28 %
JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
15
Total AUM
₹ 13,799.38 Cr.
Satish Ramanathan
AUM: ₹10,064.30 Cr.
|
Exp: 17.9yrs
Asit Bhandarkar
AUM: ₹10,064.30 Cr.
|
Exp: 11yrs
Deepak Gupta
AUM: ₹19,566.26 Cr.
|
Exp: 8yrs
Ruchi Fozdar
AUM: ₹13,805.63 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%