e.g. Tata motors, Reliance MF, 500570

JM Large Cap Fund(Old) - Growth

Equity Multi Cap No Data Available

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹4.96 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To generate returns by investing atleast 65 percent of the corpus in the Top 100 companies (by market capitalization) of National Stock Exchange.

AMC

JM Financial Asset Management Ltd.

Fund Details

Launch Date

June 29, 2004

Fund Manager

Mr. Sanjay Kumar Chhabaria

Initial Price

10

AUM Fund

4.96 Cr

Min investment

Rs 5000

Expense Ratio

2.5%

SIP Minimum Investment

Monthly SIP Option - 12 instalments of Rs. 500/- each or 6 instalments of Rs. 1,000/- each.Quarterly SIP Option - 2 instalments of Rs. 3000/- each.

Exit Load

For investments of any amount through whatever mode of transactions, the exit load charge will be 1%, if redeemed/switched-out within 365 days of transfer/allotment of units.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
64.50% 78.34% ₹3049.11
64.42% 78.48% ₹3049.11
62.72% 73.09% ₹3049.11
62.58% 72.95% ₹3049.11
56.50% 174.60% ₹721.53

Holdings

Sector Allocation

Miscellaneous 16.28%
Banks 18.75%
Tobacco 6.44%
Information Technology 15.77%
Engineering 6.07%
Iron and Steel 8.40%
Auto 9.08%
Petroleum 3.01%
Power 2.23%
Address
Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai Maharashtra India 400051
Phone
+91 22 61987777
Fax
+91 22 61987704
Launch Date
June 29, 2004
Custodian
HDFC Bank Ltd.
Registrar & Transfer Agent
KFin Technologies Limited

Frequently Asked Questions

Q: What is the current NAV of JM Large Cap Fund(Old) - Growth?

A: The latest NAV of JM Large Cap Fund(Old) - Growth is ₹ .

Q: What type of mutual fund is JM Large Cap Fund(Old) - Growth?

A: JM Large Cap Fund(Old) - Growth is a 'Equity - Multi Cap' type mutual fund managed by 'JM Financial Asset Management Ltd.'.

Q: What is the expense ratio of JM Large Cap Fund(Old) - Growth?

A: The expense ratio of JM Large Cap Fund(Old) - Growth is 2.5%, which impacts overall returns.

Q: Who manages JM Large Cap Fund(Old) - Growth?

A: JM Large Cap Fund(Old) - Growth is managed by Mr. Sanjay Kumar Chhabaria, who oversees investment strategy and portfolio decisions.

Q: Is JM Large Cap Fund(Old) - Growth a good investment?

A: JM Large Cap Fund(Old) - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of JM Large Cap Fund(Old) - Growth?

A: The exit load of JM Large Cap Fund(Old) - Growth is For investments of any amount through whatever mode of transactions, the exit load charge will be 1%, if redeemed/switched-out within 365 days of transfer/allotment of units., applicable if redeemed within the specified period.

Q: How is JM Large Cap Fund(Old) - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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