JM Large Cap Fund Growth

• Alpha 1.69%
• Beta 0.48
• Sharpe Ratio0.72
• Std Deviation 13.00%
• Tracking Error 11.94%

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 444.32 crores & has delivered CAGR of 11.06% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.41%. 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 Moderate & High respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, State Bank of India & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Biotechnology & Drugs & Oil & Gas Operations.

Some of the similar funds are JM Large Cap Fund Growth, Groww Large Cap Fund Regular Plan Growth, Union Largecap Fund Regular Growth, ITI Large Cap Fund Regular Growth, Bank of India Large Cap Fund Regular Growth. JM Large Cap Fund Growth has a sharpe ratio of 0.72 & a standard deviation of 13.00%.