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

JM Large Cap Monthly IDCW Reinvest Direct Plan

NAV
₹71.0684
-1.96%
(20 Dec)
AUM
495 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+21.9%
+21.9%
+21.4%
+18.0%
+14.8%
+14.8%
3Y
+22.4%
+22.4%
+18.6%
+15.2%
+18.9%
+18.9%
5Y
+20.6%
+20.6%
+18.8%
+16.0%
+17.5%
+17.5%
ALL
+16.9%
+16.9%
+12.7%
+14.2%
+14.5%
+14.5%
VOL
18.1%
18.1%
12.3%
-
20.0%
20.0%
TER
0.7%
0.7%
0.7%
-
1.0%
1.0%
AUM
₹35,313 Cr
₹35,313 Cr
₹495 Cr
-
₹36,587 Cr
₹36,587 Cr
INFO
0.94
0.94
1.03
-
0.72
0.72
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 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 Oct
Top holdings
HDFC Bank Ltd
9.1%
ICICI Bank Ltd
7.7%
Infosys Ltd
4.4%
State Bank of India
4.3%
Reliance Industries Ltd
4.3%
ITC Ltd
4.2%
Bharti Airtel Ltd
3.4%
Bajaj Auto Ltd
2.9%
Larsen & Toubro Ltd
2.8%
Siemens Ltd
2.7%
Top industry exposure
Financial Services
28.2%
Consumer Cyclical
12.8%
Technology
10.4%
Basic Materials
9.9%
Industrials
9.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
191%
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