JM Large Cap Fund

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Value Research Rating

5 star

Analyst’s Choice

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Riskometer

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Very High

₹142.7109 -0.35%

As on 18-Apr-2024

Returns

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Calculate SIP Returns of JM Large Cap Fund

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of JM Large Cap Fund

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of JM Large Cap Fund

Assets info

₹119 Cr

Exit Load (Days) info

1.00 (30)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

100

Min. No of Cheques

12

Investment Strategy

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

Suitability

"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.

Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for JM Large Cap Fund

JM Large Cap Fund is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times.

Mutual funds can be bought directly from the website of the fund house. For instance, JM Large Cap Fund fund can be purchased from the website of JM Financial Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of JM Large Cap Fund is ₹142.7109 as of 19-Apr-2024.

The AUM of JM Large Cap Fund Fund is ₹119 Cr as of 31-Mar-2024

The riskometer level of JM Large Cap Fund is Very High. See More

As of 31-Mar-2024, JM Large Cap Fund had invested 95.44% in Equity and 4.56% in Cash & Cash Eq. See More

JM Large Cap Fund is 29 years 0 months old. It has delivered 9.58% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
42.82%
19.92%
16.39%
13.70%
13.74%
9.58%

No, There is no lock in period in JM Large Cap Fund.

The expense ratio of JM Large Cap Fund is 2.42.

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