- Home
- Mutual Funds
- AMC
- Jm Financial Mutual Fund
- Jm Large Cap Fund Half Yearly Idcw Direct Plan
![](/_next/image?url=https%3A%2F%2Fcdn.urbanmoney.com%2Famc%2Ficon%2Fjm_financial_mutual_fund.png&w=256&q=75)
Jm Large Cap Fund Half Yearly Idcw Direct Plan
NAV (Jul 25,2024)
JM Large Cap Fund - Half Yearly IDCW - Direct Plan is an investment scheme with an expense ratio of 1.75%. The fund has a PE ratio of 31.80 and a PB ratio of 4.14. The scheme currently has assets under management (AUM) of INR 73.8 crores. The minimum investment required is INR 1000, and there is no lock-in period. Established on June 22, 2015, this fund provides half-yearly dividends to investors.
Jm Large Cap Fund Half Yearly Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Jm Large Cap Fund Half Yearly Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio31.81
- P/B Ratio4.14
- Alpha0.03
- Beta1.03
- Sharpe0.17
- Sortino0.30
Fund Overview
1.75%
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 Jul 27, 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 | ₹ 11,213.81 (12.14%) | ₹ 12,091.34 (20.91%) | ₹ 14,668.83 (46.69%) | ₹ 18,597.17 (85.97%) | ₹ 25,951.15 (159.51%) |
₹ 30,000 | ₹ 33,641.43 (12.14%) | ₹ 36,274.02 (20.91%) | ₹ 44,006.49 (46.69%) | ₹ 55,791.51 (85.97%) | ₹ 77,853.45 (159.51%) |
₹ 50,000 | ₹ 56,069.05 (12.14%) | ₹ 60,456.7 (20.91%) | ₹ 73,344.15 (46.69%) | ₹ 92,985.85 (85.97%) | ₹ 1,29,755.75 (159.51%) |
₹ 80,000 | ₹ 89,710.48 (12.14%) | ₹ 96,730.72 (20.91%) | ₹ 1,17,350.64 (46.69%) | ₹ 1,48,777.36 (85.97%) | ₹ 2,07,609.2 (159.51%) |
₹ 1,00,000 | ₹ 1,12,138.1 (12.14%) | ₹ 1,20,913.4 (20.91%) | ₹ 1,46,688.3 (46.69%) | ₹ 1,85,971.7 (85.97%) | ₹ 2,59,511.5 (159.51%) |
Calculate Your Mutual Fund Returns
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
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| EQUITY | Very High | 21.12% |
| EQUITY | Very High | 20.28% |
| EQUITY | Very High | 19.84% |
| EQUITY | Very High | 18.39% |
| EQUITY | Very High | 18.13% |
| EQUITY | Very High | 17.16% |
| EQUITY | Very High | 16.84% |
| EQUITY | Very High | 16.16% |
| EQUITY | Very High | 13.72% |
| EQUITY | Very High | 13.23% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 34.18% |
| EQUITY | Very High | 33.90% |
| EQUITY | Very High | 32.77% |
| EQUITY | Very High | 29.31% |
| EQUITY | Very High | 28.36% |
| EQUITY | Very High | 27.41% |
| EQUITY | Very High | 25.81% |
| EQUITY | Very High | 25.75% |
| EQUITY | Very High | 25.27% |
| EQUITY | Very High | 17.06% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 23.00% |
| EQUITY | Very High | 19.90% |
| EQUITY | Very High | 16.76% |
| EQUITY | Very High | 16.19% |
| EQUITY | Very High | 15.81% |
| EQUITY | Very High | 15.69% |
| EQUITY | Very High | 15.58% |
| EQUITY | Very High | 15.38% |
| EQUITY | Very High | 13.35% |
| EQUITY | Very High | 11.50% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 20.17% |
| EQUITY | Very High | 17.64% |
| EQUITY | Very High | 17.41% |
| EQUITY | Very High | 17.32% |
| EQUITY | Very High | 16.58% |
| EQUITY | Very High | 16.31% |
| EQUITY | Very High | 15.89% |
| EQUITY | Very High | 15.43% |
| EQUITY | Very High | 14.12% |
| EQUITY | Very High | 13.78% |
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.
Get your latest Credit Score, FREE
Compare with similar Funds
![](/_next/image?url=https%3A%2F%2Fcdn.urbanmoney.com%2Famc%2Flogo%2Fjm_financial_mutual_fund.png&w=256&q=75)
JM Large Cap Fund - Half Yearly IDCW - Direct Plan
![](/_next/image?url=https%3A%2F%2Fcdn.urbanmoney.com%2Famc%2Flogo%2Fjm_financial_mutual_fund.png&w=256&q=75)
JM Large Cap Fund - Half Yearly IDCW - Direct Plan
![](/_next/image?url=https%3A%2F%2Fcdn.urbanmoney.com%2Famc%2Flogo%2Fjm_financial_mutual_fund.png&w=256&q=75)
JM Large Cap Fund - Half Yearly IDCW - Direct Plan
![](/_next/image?url=https%3A%2F%2Fcdn.urbanmoney.com%2Famc%2Flogo%2Fjm_financial_mutual_fund.png&w=256&q=75)
JM Large Cap Fund - Half Yearly IDCW - Direct Plan
![](/_next/image?url=https%3A%2F%2Fcdn.urbanmoney.com%2Famc%2Flogo%2Fjm_financial_mutual_fund.png&w=256&q=75)
JM Large Cap Fund - Half Yearly IDCW - Direct Plan
FAQ's
What is the risk level associated with the JM Large Cap Fund - Half Yearly IDCW - Direct Plan?
What is the current NAV (Net Asset Value) of the JM Large Cap Fund - Half Yearly IDCW - Direct Plan as of Jul 25,2024?
What are the returns generated by the JM Large Cap Fund - Half Yearly IDCW - Direct Plan over the past 1, 3, and 5 years?
What is the expense ratio associated with the JM Large Cap Fund - Half Yearly IDCW - Direct Plan?
What is the minimum investment amount required for the JM Large Cap Fund - Half Yearly IDCW - Direct Plan?
Is there a systematic investment plan (SIP) available for the JM Large Cap Fund - Half Yearly IDCW - Direct Plan?
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- PGIM India Mutual Fund
- Union Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- WhiteOak Capital Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Equity Mutual Funds
- SBI Contra Fund - Regular Plan - IDCW
- Axis Small Cap Fund - Growth - Direct Plan
- HDFC Mid-Cap Opportunities Fund - Growth
- Nippon India Small Cap Fund - Growth - Direct Plan
- UTI Transportation and Logistics Fund - Regular Plan - IDCW
- ICICI Prudential Smallcap Fund - IDCW - Direct Plan
- Tata Small Cap Fund - Growth - Direct Plan
- Canara Robeco Infrastructure Fund - Growth - Direct Plan
- DSP Small Cap Fund - Growth - Direct Plan
- Mirae Asset Healthcare Fund - Growth - Direct Plan
- Sundaram Small Cap Fund - Growth
- Franklin India Smaller Companies Fund - Growth
- L&T India Large Cap Fund - Growth - Direct Plan
- Motilal Oswal Midcap Fund - Growth - Direct Plan
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your