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JM Large Cap Fund

JM Large Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.44

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,199 today.

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NAV Performance

JM Large Cap Fund performance graph for last 3 years
Performance of JM Large Cap Fund for last 3 Years

Fund Information

  • ₹ 126.720

    as on 08 Dec 2023
  • Regular - Growth

  • 13 / 29

  • ₹ 5,000

  • ₹ 46 Cr.

    as on 31 May 2023
  • 2.43%

  • 02 Jan 2013

  • Equity - Large Cap Fund

  • S&P BSE 100 TRI

  • JM Mutual Fund

    Show All Funds
  • JM Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

JM Large Cap Fund is an Open-ended Equity Fund. The fund belongs to Large Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) JM Mutual Fund. You can also view here all other Equity funds offered by JM Mutual Fund.

Latest NAV of the fund is ₹ 126.720 as on 08 Dec 2023.

This fund has 10 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.43%. Ideally you shoulds compare this fund with the benchmark S&P BSE 100 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

Optimum Captial Growth and appreciation.

List of Fund Managers of JM Large Cap Fund

  • About Satish Ramanathan

    Picture of Satish RamanathanMr. Ramanathan holds a B.Tech degree and has done MBA and CFA. Prior to joining Sundaram BNP Paribas AMC, he has an extensive experience in the asset management business with stints in Research division of Sundaram AMC and managing funds for Franklin Templeton. He has also worked with ICICI Securities for 4 years, with Birla Merlin & Dewoo Finance for 1 year, with ICRA Ltd. for 2 years and for 1 year with Tata Economic Consultancy Services.
  • About Asit Bhandarkar

    Picture of Asit BhandarkarMr. Bhandarkar is a B.Com (H) and MMS. Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 9.61% 10.05% 19.35% 23.66% 24.80% 24.78% 16.96% 17.06% 34.97% 25.93% 22.76% 21.85% 16.05%
Category Average 6.63% 5.20% 12.75% 14.58% 11.28% 16.54% 14.06% 13.86% 27.65% 18.26% 15.17% 16.66% 13.42%
JM Large Cap Fund 8.67%₹ 10,866 8.10%₹ 10,809 19.35%₹ 11,935 20.86%₹ 12,086 34.86%₹ 14,159 12.95%₹ 12,757 22.63%₹ 29,882 17.44%₹ 16,199 18.33%₹ 47,158 14.44%₹ 19,641 17.54%₹ 92,951 13.26%₹ 34,789 12.90%₹ 2,35,149
ICICI Prudential Bluechip Fund 8.12%₹ 10,811 7.94%₹ 10,794 18.40%₹ 11,839 20.01%₹ 12,000 33.42%₹ 14,074 14.49%₹ 13,108 22.65%₹ 29,888 20.74%₹ 17,603 19.36%₹ 47,845 16.88%₹ 21,832 19.96%₹ 98,606 15.60%₹ 42,676 15.38%₹ 2,68,577
Canara Robeco Blue Chip Equity Fund 7.11%₹ 10,710 5.60%₹ 10,560 12.88%₹ 11,288 15.08%₹ 11,508 25.16%₹ 13,577 9.06%₹ 11,894 16.89%₹ 28,349 15.77%₹ 15,516 13.90%₹ 44,274 16.60%₹ 21,570 16.89%₹ 91,491 14.81%₹ 39,863 14.61%₹ 2,57,626
Kotak Bluechip Fund 7.58%₹ 10,757 5.61%₹ 10,560 14.07%₹ 11,406 15.56%₹ 11,556 26.25%₹ 13,643 9.82%₹ 12,061 17.76%₹ 28,579 17.22%₹ 16,108 14.93%₹ 44,936 16.13%₹ 21,137 17.40%₹ 92,653 14.80%₹ 39,804 14.04%₹ 2,49,842
Nippon India Large Cap Fund 7.44%₹ 10,743 5.45%₹ 10,544 17.45%₹ 11,744 23.66%₹ 12,365 34.97%₹ 14,166 18.19%₹ 13,968 25.93%₹ 30,780 24.78%₹ 19,428 22.76%₹ 50,159 16.96%₹ 21,905 21.85%₹ 1,03,240 17.06%₹ 48,385 16.05%₹ 2,78,409
IDBI India Top 100 Equity Fund 3.64%₹ 10,364 10.05%₹ 11,005 12.38%₹ 11,238 - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of JM Large Cap Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    99.27%
  • Debt Holdings:

    0.15%
  • Others Holdings:

    0.74%

Top Sector Holdings of JM Large Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 22.38% ₹ 10.47 Cr.
Computers - Software 10.03% ₹ 4.52 Cr.
Refineries/Marketing 8.68% ₹ 3.92 Cr.
Cement 6.82% ₹ 3.08 Cr.
Passenger/Utility vehicles 6.32% ₹ 2.84 Cr.
Others 45.77% -

Top Stock Holdings of JM Large Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 6.60% ₹ 2.98 Cr.
HDFC Bank Ltd. 5.72% ₹ 2.58 Cr.
Larsen & Toubro Ltd. 4.80% ₹ 2.16 Cr.
ICICI Bank Ltd. 4.61% ₹ 2.08 Cr.
Ultratech Cement Ltd. 4.58% ₹ 2.07 Cr.
Others 73.69% -

Top Debt Instrument Type holdings of JM Large Cap Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 0.15% ₹ .08 Cr.
Others 99.85% -

Top Debt Holdings of JM Large Cap Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Britannia Industries Ltd. 0.15% ₹ .08 Cr.
Others 99.85%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.74%
TREPS 0.00%