Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
JM Large & Midcap (G)
₹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 30th Sep
Top holdings
ICICI Bank Ltd
4.8%
HDFC Bank Ltd
4.2%
Bharti Airtel Ltd
3.7%
Coforge Ltd
3.2%
Persistent Systems Ltd
3.0%
Bajaj Finance Ltd
2.9%
One97 Communications Ltd
2.3%
TVS Motor Co Ltd
2.1%
CG Power & Industrial Solutions Ltd
2.1%
Fortis Healthcare Ltd
2.0%
Top industry exposure
Financial Services
25.4%
Industrials
17.7%
Technology
15.6%
Consumer Cyclical
13.7%
Healthcare
8.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 180 days
Fund objective
The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.