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

JM Large & Midcap IDCW Payout Direct Plan

NAV
₹10.2335
+0.34%
(20 Aug)
AUM
295 Cr
TER
0.59%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.6%
+13.6%
+6.9%
+6.9%
+1.1%
NA
3Y
+26.9%
+26.9%
+28.0%
+28.0%
+19.0%
NA
5Y
+25.9%
+25.9%
+29.7%
+29.7%
+23.0%
NA
ALL
+18.7%
+18.7%
+24.4%
+24.4%
+14.5%
+2.3%
VOL
19.7%
19.7%
20.3%
20.3%
-
10.5%
TER
0.6%
0.6%
0.7%
0.7%
-
0.6%
AUM
₹8,007 Cr
₹8,007 Cr
₹12,428 Cr
₹12,428 Cr
-
₹295 Cr
INFO
0.95
0.95
1.20
1.20
-
0.22
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 & Midcap 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 31st Jul
Top holdings
Ccil
33.3%
Net Receivable/Payable
7.6%
ICICI Bank Ltd
6.0%
HDFC Bank Ltd
5.1%
Bharti Airtel Ltd
4.0%
Coforge Ltd
4.0%
Persistent Systems Ltd
3.3%
Bajaj Finance Ltd
2.9%
Larsen & Toubro Ltd
2.5%
One97 Communications Ltd
2.2%
Top industry exposure
Financial Services
21.7%
Industrials
13.0%
Technology
11.5%
Consumer Cyclical
9.9%
Healthcare
6.1%
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.
Fund manager(s)
Asit Bhandarkar
Ruchi Fozdar
Deepak Gupta

FAQs