Equity | Large Cap
3Y Returns
16.69%
Min SIP
₹100
Min Lumpsum
₹1000
Expense Ratio
2.49%
Fund Size
₹50 Cr
Inception Date
22-Jun-15
Fund Manager
Satish Ramanathan
Exit Load
1% on or before 30D, Nil after 30D.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
97.67%
Debt & Others
2.33%
Market Cap Allocation
Large Cap
81.16%
Mid Cap
16.69%
Small Cap
0.00%
Other Cap
2.15%
Investment Objective
To Provide Optimum Capital Growth And Appreciation.
Fund House Detail
AMC Name
JM Financial Asset Management Private Limited
Scheme Document
https://www.jmfinancialmf.com/Downloads/Addenda.aspx?SubReportID=538A8B27-62B1-4CFE-BFF2-65DDFF0D4627Address
505, 5th Floor, Laxmi Towers,Bandra-Kurla Complex,Mumbai: 400 051
Nippon India Large Cap Fund Direct Plan Growth Plan Growth
1Y
36.76%
3Y
20.74%
5Y
20.86%
Nippon India Nifty Next 50 Junior Bees Fof - Direct Growth Plan
1Y
60.02%
3Y
19.16%
5Y
20.09%
Icici Prudential Bluechip Fund - Direct Plan - Growth
1Y
37.65%
3Y
17.98%
5Y
20.35%
Hdfc Top 100 Fund - Direct Plan - Growth Option
1Y
33.09%
3Y
17.93%
5Y
18.41%
Jm Large Cap Fund (Direct) - Growth Option
1Y
40.23%
3Y
17.79%
5Y
19.7%
Dsp Top 100 Equity Fund - Direct Plan - Growth
1Y
40.34%
3Y
16.68%
5Y
16.64%
Edelweiss Large Cap Fund - Direct Plan Growth Option
1Y
34.75%
3Y
16.33%
5Y
19.2%
Invesco India Largecap Fund - Direct Plan Growth
1Y
40.1%
3Y
15.43%
5Y
19.78%
Bandhan Large Cap Fund-Growth-(Direct Plan)
1Y
40.06%
3Y
15.19%
5Y
18.81%
Hsbc Large Cap Fund - Growth Direct Plan
1Y
36.78%
3Y
14.89%
5Y
17.76%
Aditya Birla Sun Life Frontline Equity Fund - Direct - Growth
1Y
34.25%
3Y
14.68%
5Y
18.36%
Kotak Bluechip Fund - Direct Plan - Growth
1Y
35.09%
3Y
14.65%
5Y
19.02%
Tata Large Cap Fund Direct Plan Growth
1Y
35.09%
3Y
14.57%
5Y
17.57%
Canara Robeco Bluechip Equity Fund Direct Growth
1Y
35.08%
3Y
14.32%
5Y
19.64%
Taurus Largecap Equity Fund - Direct Plan Growth
1Y
37.11%
3Y
14.29%
5Y
15.29%
Sbi Blue Chip Fund - Direct Plan - Growth
1Y
29.65%
3Y
14.01%
5Y
17.69%
Mahindra Manulife Large Cap Fund - Direct - Growth
1Y
33.41%
3Y
13.81%
5Y
17.76%
Bank Of India Bluechip Fund Direct Plan - Growth
1Y
36.4%
3Y
13.75%
5Y
NA
Groww Large Cap Fund - Direct Plan - Growth Option
1Y
34.18%
3Y
13.73%
5Y
15.24%
Iti Large Cap Fund Direct Plan Growth
1Y
33.87%
3Y
13.51%
5Y
NA
Sundaram Large Cap Fund - Direct Plan Growth
1Y
28.67%
3Y
13.41%
5Y
NA
Franklin India Bluechip Fund - Direct Growth
1Y
33.21%
3Y
11.91%
5Y
17.51%
Mirae Asset Large Cap Fund - Direct Plan - Growth
1Y
28.55%
3Y
11.88%
5Y
16.5%
Union Largecap Fund Direct Plan-Growth
1Y
29.25%
3Y
11.54%
5Y
16.54%
Pgim India Large Cap Fund - Direct Plan - Growth - Growth
1Y
25.59%
3Y
11.35%
5Y
14.99%
Uti Mastershare Unit Scheme-Direct Growth Plan-Growth
1Y
28.59%
3Y
11.29%
5Y
17.29%
Lic Mf Large Cap Fund-Direct Plan-Growth-Growth
1Y
31.84%
3Y
10.52%
5Y
15.23%
Axis Bluechip Fund - Direct Plan - Growth
1Y
29.5%
3Y
8.54%
5Y
14.44%
Woc Large Cap Fund Direct Plan - Growth
1Y
40.73%
3Y
NA
5Y
NA
Motilal Oswal Large Cap Fund - Direct - Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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