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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.66 | 40.23 | 1.39 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.46 | 39.55 | 1.35 |
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(Q-IDCW) | 29.17% | 18.59% | 13.30% |
ICICI Pru Bluechip Fund(IDCW-Payout) | 20.92% | 12.94% | 11.51% |
SBI BlueChip Fund(IDCW-Payout) | 21.67% | 14.79% | 14.40% |
Mirae Asset Large Cap Fund(IDCW) | 12.24% | 10.24% | 14.55% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
8.69 %
Holdings
6.63 %
Holdings
6.05 %
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
₹ 14,059.80 Cr.
Satish Ramanathan
AUM: ₹10,181.58 Cr.
|
Exp: 17.9yrs
Chaitanya Choksi
AUM: ₹10,181.58 Cr.
|
Exp: 11yrs
Asit Bhandarkar
AUM: ₹10,181.58 Cr.
|
Exp: 11yrs
Ruchi Fozdar
AUM: ₹14,059.80 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%