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Business News/Market/Market Stats/    JM Large Cap Fund Growth

JM Large Cap Fund Growth

+
  • Equity
  • Large-Cap
  • Rating 5
  • Plan
144.81 +2.01 (1.41%) NAV as on 01 Mar, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)80.77
  • CAGR 44.69%
  • Exit Load1.00%
  • Expense ratio2.50%
  • CategoryEquity
  • Min Investment1000
  • Min SIP100
  • Launch Date1995-04-01

Morning Star Rating 5

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 02 March 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 1.69%
  • Beta 0.48
  • Sharpe Ratio1.18
  • Std Deviation 12.35%
  • Tracking Error 11.94%

About Fund

The investment objective of the scheme is to provide optimum capital growth and appreciation.There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.

 

The JM Large Cap Fund Growth has an AUM of 80.77 crores & has delivered CAGR of 17.50% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.50%. The minimum investment in JM Large Cap Fund Growth is Rs 1000 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Bank Of Baroda, Infosys, Larsen & Toubro & Tata Motors DVR.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Construction - Raw Materials.

 

Some of the similar funds are JM Large Cap Fund Growth, Taurus Largecap Equity Fund - Growth, Groww Large Cap Fund Regular Plan Growth, Bank of India Bluechip Fund Regular Growth, Motilal Oswal Large Cap Fund Regular Growth. JM Large Cap Fund Growth has a sharpe ratio of 1.18 & a standard deviation of 12.35%.

FAQs about JM Large Cap Fund Growth

According to the morning star rating JM Large Cap Fund Growth has a Medium risk & Exceptional return.
JM Large Cap Fund Growth is managed by Satish Ramanathan,Asit Bhandarkar,Gurvinder Wasan.
The expense ratio of JM Large Cap Fund Growth is 2.50%.
The 5 year annualized return on JM Large Cap Fund Growth is 17.50% & it has generated 44.69% in the last 1 year.
The minimum investment in JM Large Cap Fund Growth is 1000 Rs.
JM Large Cap Fund Growth has an AUM of 80.77 crores.
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