JM Large & Midcap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

JM Large & Midcap Growth Direct Plan

NAV
₹9.3739
-3.03%
(19 Mar)
AUM
406 Cr
TER
0.59%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.9%
+7.1%
+6.9%
+6.0%
+3.2%
NA
3Y
+24.3%
+22.9%
+23.2%
+21.0%
+16.9%
NA
5Y
+20.4%
+19.0%
+17.1%
+17.4%
+14.6%
NA
ALL
+21.0%
+15.3%
+16.8%
+14.2%
+12.1%
-6.3%
VOL
19.4%
15.8%
15.7%
15.4%
-
13.2%
TER
0.8%
0.5%
0.6%
0.9%
-
0.6%
AUM
₹15,017 Cr
₹14,780 Cr
₹9,392 Cr
₹5,724 Cr
-
₹406 Cr
INFO
1.08
0.96
1.07
0.92
-
-0.48
See fund holdings as of 28th Feb
Top holdings
ICICI Bank Ltd
4.0%
HDFC Bank Ltd
3.7%
Bharti Airtel Ltd
3.1%
Bajaj Finance Ltd
2.9%
Reliance Industries Ltd
2.8%
Fortis Healthcare Ltd
2.8%
LG Electronics India Ltd
2.7%
Max Financial Services Ltd
2.6%
State Bank of India
2.4%
Vedanta Ltd
2.3%
Top industry exposure
Financial Services
28.9%
Technology
12.0%
Industrials
11.8%
Consumer Cyclical
11.6%
Basic Materials
7.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 180 days
Fund objective
The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
Fund manager(s)
Asit Bhandarkar
Ruchi Fozdar
Deepak Gupta

FAQs