Equity | Large Cap
3Y Returns
15.91%
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
35.75%
3Y
20.15%
5Y
20.85%
Nippon India Nifty Next 50 Junior Bees Fof - Direct Growth Plan
1Y
56.71%
3Y
18.43%
5Y
20.06%
Icici Prudential Bluechip Fund - Direct Plan - Growth
1Y
36.22%
3Y
17.38%
5Y
20.11%
Hdfc Top 100 Fund - Direct Plan - Growth Option
1Y
31.64%
3Y
17.37%
5Y
18.19%
Jm Large Cap Fund (Direct) - Growth Option
1Y
38.41%
3Y
17%
5Y
19.61%
Dsp Top 100 Equity Fund - Direct Plan - Growth
1Y
39.56%
3Y
16.19%
5Y
16.56%
Edelweiss Large Cap Fund - Direct Plan Growth Option
1Y
33.34%
3Y
15.92%
5Y
19.09%
Invesco India Largecap Fund - Direct Plan Growth
1Y
38.24%
3Y
14.93%
5Y
19.64%
Bandhan Large Cap Fund-Growth-(Direct Plan)
1Y
39.07%
3Y
14.68%
5Y
18.74%
Hsbc Large Cap Fund - Growth Direct Plan
1Y
34.52%
3Y
14.19%
5Y
17.45%
Aditya Birla Sun Life Frontline Equity Fund - Direct - Growth
1Y
32.78%
3Y
14.11%
5Y
18.13%
Kotak Bluechip Fund - Direct Plan - Growth
1Y
33.52%
3Y
14.09%
5Y
18.92%
Tata Large Cap Fund Direct Plan Growth
1Y
33.67%
3Y
14%
5Y
17.55%
Taurus Largecap Equity Fund - Direct Plan Growth
1Y
35.61%
3Y
13.89%
5Y
15.23%
Canara Robeco Bluechip Equity Fund Direct Growth
1Y
33.87%
3Y
13.84%
5Y
19.51%
Bank Of India Bluechip Fund Direct Plan - Growth
1Y
34.98%
3Y
13.64%
5Y
NA
Sbi Blue Chip Fund - Direct Plan - Growth
1Y
28.73%
3Y
13.49%
5Y
17.63%
Groww Large Cap Fund - Direct Plan - Growth Option
1Y
32.98%
3Y
13.37%
5Y
15.28%
Mahindra Manulife Large Cap Fund - Direct - Growth
1Y
32.14%
3Y
13.21%
5Y
17.6%
Iti Large Cap Fund Direct Plan Growth
1Y
33.45%
3Y
13.18%
5Y
NA
Sundaram Large Cap Fund - Direct Plan Growth
1Y
27.2%
3Y
12.69%
5Y
NA
Mirae Asset Large Cap Fund - Direct Plan - Growth
1Y
27.57%
3Y
11.41%
5Y
16.42%
Franklin India Bluechip Fund - Direct Growth
1Y
31.46%
3Y
11.08%
5Y
17.35%
Union Largecap Fund Direct Plan-Growth
1Y
27.69%
3Y
10.84%
5Y
16.29%
Pgim India Large Cap Fund - Direct Plan - Growth - Growth
1Y
23.91%
3Y
10.78%
5Y
14.8%
Uti Mastershare Unit Scheme-Direct Growth Plan-Growth
1Y
26.86%
3Y
10.52%
5Y
17.06%
Lic Mf Large Cap Fund-Direct Plan-Growth-Growth
1Y
30.96%
3Y
10.27%
5Y
15.14%
Axis Bluechip Fund - Direct Plan - Growth
1Y
27.73%
3Y
7.94%
5Y
14.16%
Quant Large Cap Fund-Direct Plan-Growth
1Y
41.97%
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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