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JM Large Cap Fund-Growth

(Erstwhile JM Equity Fund-Growth)

Category: Equity: Large Cap
Launch Date: 01-04-1995
Asset Class: Equity
Benchmark: S&P BSE Sensex TRI
Expense Ratio: 2.35% As on (30-09-2017)
Status: Open Ended Schemes(Equity Scheme - Large Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,218.9 Cr As on (30-06-2018)
Turn over: 94.29%
NAV as on 13-08-2018

66.0704

-0.18 (-0.2656%)

CAGR Since Inception

8.56%

S&P BSE Sensex TRI 10.13%

PERFORMANCE of JM Large Cap Fund-Growth

Scheme Performance (%)

Data as on - 13-08-2018

Yearly Performance (%)

Fund Managers

Mr. Sanjay Kumar Chhabaria, Mr. Chaitanya Choksi

He is a PGDBA and CFA. Prior to joining JM Financials he has worked with Lotus India AMC, SBI Funds Management, Religare Invesco AMC, SMIFS Securities and IDBI Capital Markets.

Investment Objective

The scheme seeks long term capital growth and appreciation through investment primarily in equities.

RETURNS CALCULATOR for JM Large Cap Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of JM Large Cap Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
JM Large Cap Fund-Growth 12.26 0.58 -1.38 0.82 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of JM Large Cap Fund-Growth

Period
Data as on - 13-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
JM Large Cap Fund-Growth 01-04-1995 7.79 8.52 5.96 14.67 6.28
Axis Bluechip Fund - Growth 05-01-2010 23.37 18.99 13.06 18.14 0.0
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 20.51 15.49 11.7 17.8 0.0
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 20.51 15.49 11.7 17.8 0.0
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 20.5 15.49 11.7 17.79 0.0
UTI - Master Share-Growth Option 01-08-2005 16.22 13.84 9.79 17.42 12.0
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 15.82 15.09 10.77 16.08 0.0
Invesco India Largecap Fund - Growth 21-08-2009 15.02 13.06 10.8 17.96 0.0
ICICI Prudential Bluechip Fund - Growth 23-05-2008 13.84 14.79 11.84 18.32 15.46
IDFC Large Cap Fund-Regular Plan-Growth 09-06-2006 13.52 14.36 11.18 14.46 9.63

PORTFOLIO ANALYSIS of JM Large Cap Fund-Growth

Asset Allocation (%)

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