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
₹67.7736
+1.22%
(14 Jan)
AUM
495 Cr
TER
0.66%
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
+11.9%
+11.9%
+9.6%
+9.1%
+7.2%
+7.2%
3Y
+17.3%
+17.3%
+13.2%
+10.5%
+14.4%
+14.4%
5Y
+18.9%
+18.9%
+17.5%
+15.0%
+16.3%
+16.3%
ALL
+16.3%
+16.3%
+12.0%
+14.1%
+14.0%
+14.0%
VOL
18.1%
18.1%
12.3%
-
20.0%
20.0%
TER
0.7%
0.7%
0.7%
-
1.0%
1.0%
AUM
₹35,700 Cr
₹35,700 Cr
₹495 Cr
-
₹35,975 Cr
₹35,975 Cr
INFO
0.90
0.90
0.97
-
0.70
0.70
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 Dec
Top holdings
Infosys Ltd
7.5%
ICICI Bank Ltd
6.1%
Bharti Airtel Ltd
5.6%
HDFC Bank Ltd
5.1%
State Bank of India
4.9%
Wipro Ltd
4.1%
Reliance Industries Ltd
3.7%
ITC Ltd
3.0%
Tata Consultancy Services Ltd
2.9%
Dr Reddy's Laboratories Ltd
2.9%
Top industry exposure
Financial Services
19.5%
Technology
16.4%
Consumer Cyclical
13.7%
Industrials
10.1%
Basic Materials
9.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
187%
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
Chaitanya Choksi
Ruchi Fozdar

FAQs