JM Large Cap Fund (Regular) - Growth Option

(Erstwhile JM Equity Fund-Growth)
Fund House: JM Financial Mutual Fund
Category: Equity: Large Cap
Launch Date: 01-04-1995
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
TER: 2.42% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 100.0
Total Assets: 118.71 Cr As on (31-03-2024)
Turn over: 199.18% | Exit Load: Exit load of 1%, if redeemed within 30 days.

143.4942

9.71%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 10 Months
11 Years 9 Months
12 Years 6 Months
26 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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

Current Asset Allocation (%)

Indicators

Standard Deviation 12.28
Sharpe Ratio 1.14
Alpha 3.37
Beta 0.88
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 43.93 22.74 20.67 16.54 13.82
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 55.3 - - - -
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 45.73 20.89 - - -
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 43.12 25.67 26.12 17.09 16.97
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 39.33 19.47 15.97 - -
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 39.26 20.85 19.61 17.52 15.82
ICICI Prudential Bluechip Fund - Growth 05-05-2008 39.11 21.28 21.91 17.38 15.87
Invesco India Largecap Fund - Growth 21-08-2009 39.04 17.94 19.62 15.33 14.78
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 36.89 17.29 17.79 13.41 11.82
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 36.7 21.28 22.28 15.25 14.65

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.87%

Others

6.94%

Large Cap

84.58%

Mid Cap

3.61%

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