JM Large Cap Monthly IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

JM Large Cap Monthly IDCW Payout Direct Plan

NAV
₹66.6964
-0.29%
(25 Mar)
AUM
458 Cr
TER
0.72%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+10.4%
+10.4%
+7.7%
+6.9%
+6.9%
+2.9%
3Y
+19.9%
+19.9%
+13.5%
+16.2%
+16.2%
+15.3%
5Y
+31.3%
+31.3%
+24.3%
+27.2%
+27.2%
+20.5%
ALL
+16.1%
+16.1%
+13.8%
+15.0%
+15.0%
+11.6%
VOL
18.0%
18.0%
-
16.2%
16.2%
12.4%
TER
0.7%
0.7%
-
0.6%
0.6%
0.7%
AUM
₹34,212 Cr
₹34,212 Cr
-
₹1,059 Cr
₹1,059 Cr
₹458 Cr
INFO
0.90
0.90
-
0.92
0.92
0.94
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 Monthly IDCW Payout (DP)
₹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 28th Feb
Top holdings
ICICI Bank Ltd
7.1%
Cholamandalam Investment and Finance Co Ltd
5.4%
HDFC Bank Ltd
5.2%
Infosys Ltd
5.2%
Maruti Suzuki India Ltd
4.3%
Ccil
4.0%
State Bank of India
3.9%
Bharti Airtel Ltd
3.8%
Bajaj Finserv Ltd
3.5%
Kotak Mahindra Bank Ltd
3.1%
Top industry exposure
Financial Services
35.8%
Consumer Cyclical
11.2%
Technology
10.4%
Consumer Defensive
9.3%
Industrials
8.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
276%
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