JM Large Cap Half Yearly IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

JM Large Cap Half Yearly IDCW Reinvest Direct Plan

NAV
₹65.0238
-0.76%
(21 Feb)
AUM
491 Cr
TER
0.72%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+13.4%
+13.4%
+6.8%
+6.8%
+4.7%
-0.4%
3Y
+16.1%
+16.1%
+18.4%
+18.4%
+12.1%
+14.5%
5Y
+14.3%
+14.3%
+18.8%
+18.8%
+14.8%
+16.7%
ALL
+12.2%
+12.2%
+15.9%
+15.9%
+13.6%
+11.3%
VOL
19.5%
19.5%
18.1%
18.1%
-
12.4%
TER
1.1%
1.1%
0.7%
0.7%
-
0.7%
AUM
₹4,600 Cr
₹4,600 Cr
₹35,667 Cr
₹35,667 Cr
-
₹491 Cr
INFO
0.63
0.63
0.88
0.88
-
0.92
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM Large Cap Half Yearly IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
ICICI Bank Ltd
7.4%
Infosys Ltd
5.4%
Treps
5.4%
Cholamandalam Investment and Finance Co Ltd
5.3%
Maruti Suzuki India Ltd
4.1%
State Bank of India
4.1%
UltraTech Cement Ltd
3.7%
Bharti Airtel Ltd
3.6%
HDFC Bank Ltd
3.4%
Power Finance Corp Ltd
3.0%
Top industry exposure
Financial Services
31.6%
Consumer Cyclical
15.3%
Technology
11.0%
Basic Materials
9.8%
Consumer Defensive
8.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
277%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The investment objective of the scheme is to provide optimum capital growth and appreciation.There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.
Fund manager(s)
Satish Ramanathan
Asit Bhandarkar
Ruchi Fozdar
Deepak Gupta

FAQs