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- Jm Large Cap Fund Regular Plan Half Yearly Idcw
Jm Large Cap Fund Regular Plan Half Yearly Idcw
NAV (Oct 25,2024)
The JM Large Cap Fund - Regular Plan - Half Yearly IDCW offers a unique investment opportunity for individuals looking to grow their wealth in the Indian market. With a minimum investment of INR 1000, this fund is suitable for both new and experienced investors. The expense ratio is 2.5%, and the fund has an impressive performance record with a PE ratio of 31.81 and a PB ratio of 4.14. Established on June 22, 2015, this fund currently has an AUM of INR 73.8 crore. Take advantage of the potential growth opportunities in the large-cap segment with this fund.
Jm Large Cap Fund Regular Plan Half Yearly Idcw Latest Trend
- 1M
- 2M
- 3M
Jm Large Cap Fund Regular Plan Half Yearly Idcw Latest Trend
Risk Ratios
- P/E Ratio31.81
- P/B Ratio4.14
- Alpha0.03
- Beta1.03
- Sharpe0.16
- Sortino0.29
Fund Overview
2.50%
0%
No Lock-in
₹ 73.80 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Oct 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 9,614.82 (-3.85%) | ₹ 10,631.69 (6.32%) | ₹ 13,764.65 (37.65%) | ₹ 15,626.14 (56.26%) | ₹ 23,432.66 (134.33%) |
₹ 30,000 | ₹ 28,844.46 (-3.85%) | ₹ 31,895.07 (6.32%) | ₹ 41,293.95 (37.65%) | ₹ 46,878.42 (56.26%) | ₹ 70,297.98 (134.33%) |
₹ 50,000 | ₹ 48,074.1 (-3.85%) | ₹ 53,158.45 (6.32%) | ₹ 68,823.25 (37.65%) | ₹ 78,130.7 (56.26%) | ₹ 1,17,163.3 (134.33%) |
₹ 80,000 | ₹ 76,918.56 (-3.85%) | ₹ 85,053.52 (6.32%) | ₹ 1,10,117.2 (37.65%) | ₹ 1,25,009.12 (56.26%) | ₹ 1,87,461.28 (134.33%) |
₹ 1,00,000 | ₹ 96,148.2 (-3.85%) | ₹ 1,06,316.9 (6.32%) | ₹ 1,37,646.5 (37.65%) | ₹ 1,56,261.4 (56.26%) | ₹ 2,34,326.6 (134.33%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- NTPC Ltd6.02%
- Ultratech Cement Ltd5.87%
- Bank of Baroda5.77%
- State Bank of India5.73%
- HDFC Bank Ltd5.69%
- Larsen & Toubro Ltd5.52%
- Infosys Ltd4.68%
- TREPS Triparty Repo4.56%
- Tata Motors Ltd DVR4.36%
- Tata Steel Ltd4.07%
- ICICI Bank Ltd3.93%
- ITC Ltd3.89%
- The Jammu & Kashmir Bank Ltd3.33%
- Power Finance Corporation Ltd3.06%
- Steel Authority of India Ltd3.02%
- DLF Ltd2.95%
- Hero MotoCorp Ltd2.89%
- InterGlobe Aviation Ltd2.81%
- Bajaj Auto Ltd2.76%
- Power Grid Corporation of India Ltd2.50%
- Tech Mahindra Ltd2.32%
- Zomato Ltd2.23%
- Varun Beverages Ltd2.18%
- Adani Ports and Special Economic Zone Ltd2.16%
- Ambuja Cements Ltd2.12%
- Grasim Industries Ltd1.95%
- HCL Technologies Ltd1.90%
- Sun Pharmaceutical Industries Ltd1.59%
- Net Current Assets0.14%
- Bank - Private12.96%
- Bank - Public11.50%
- IT - Software8.90%
- Miscellaneous4.70%
- Cigarettes/Tobacco3.89%
- Finance Term Lending3.06%
- Airlines2.81%
- e-Commerce2.23%
- Consumer Food2.18%
- Port2.16%
- Diversified1.95%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
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- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Invesco India Largecap Fund - Growth | EQUITY | Very High | 16.16% |
HDFC Top 100 Fund - Growth | EQUITY | Very High | 16.02% |
Kotak Bluechip Fund - IDCW | EQUITY | Very High | 14.12% |
DSP Top 100 Equity Fund - Regular Plan - Growth | EQUITY | Very High | 13.23% |
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth | EQUITY | Very High | 12.79% |
Tata Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 7.53% |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 6.89% |
Sundaram Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 6.71% |
Groww Largecap Fund - Regular Plan - Growth | EQUITY | Very High | 5.61% |
Quant Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 0.49% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Taurus Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 38.85% |
WhiteOak Capital Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 37.75% |
HSBC Large Cap Fund - Growth | EQUITY | Very High | 35.94% |
Bandhan Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 33.26% |
LIC MF Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 29.47% |
Union Largecap Fund - Regular Plan - Growth | EQUITY | Very High | 28.29% |
Mirae Asset Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.27% |
Franklin India Bluechip Fund - Growth | EQUITY | Very High | 25.45% |
PGIM India Large Cap Fund - Growth | EQUITY | Very High | 23.69% |
UTI Large Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 22.90% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Large Cap Fund - Growth | EQUITY | Very High | 23.00% |
IDBI India Top 100 Equity Fund - Growth | EQUITY | Very High | 22.27% |
Kotak Bluechip Fund - IDCW | EQUITY | Very High | 15.69% |
Baroda BNP Paribas Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 14.74% |
HSBC Large Cap Fund - Growth | EQUITY | Very High | 14.46% |
SBI Blue Chip Fund - Regular Plan - Growth | EQUITY | Very High | 13.87% |
Franklin India Bluechip Fund - Growth | EQUITY | Very High | 13.35% |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 10.96% |
Union Largecap Fund - Regular Plan - Growth | EQUITY | Very High | 10.13% |
Axis Bluechip Fund - Regular Plan - Growth | EQUITY | Very High | 7.09% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Bluechip Fund - Growth | EQUITY | Very High | 18.09% |
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth | EQUITY | Very High | 17.09% |
Tata Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 16.91% |
HDFC Top 100 Fund - Growth | EQUITY | Very High | 16.43% |
Edelweiss Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 16.31% |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 15.94% |
Invesco India Largecap Fund - Growth | EQUITY | Very High | 15.82% |
Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted) | EQUITY | Very High | 15.35% |
DSP Top 100 Equity Fund - Regular Plan - Growth | EQUITY | Very High | 14.48% |
Groww Largecap Fund - Regular Plan - Growth | EQUITY | Very High | 14.01% |
Fund Managers
Mr. Satish RamanathanHead - Equity
Satish joined Sundaram BNP Paribas Asset Management in April 2007. He has a rich background in research and fund management with stints at Sundaram BNP Paribas, ICICI Securities and Franklin Templeton, his port of call before taking up his present role. Satish has deep expertise in researching the auto industry. He has also been in a supervisory role for research in the pharma and FMCG space. His earlier stint at the fund house (then known as Sundaram Newton) as in research tracking sectors such as auto, cement, capital goods and pesticides.
Mr. Asit BhandarkarFund Manager - Equity
Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years
Mr. Gurvinder Singh WasanAssistant Fund Manager
Mr. Wasan has more than 7 years of experience Fixed Income Markets, Credit Analysis and Structured Finance. Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.
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JM Large Cap Fund - Regular Plan - Half Yearly IDCW
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