Category: Equity: Large Cap |
Launch Date: 01-04-1995 |
Asset Class: Equity |
Benchmark: S&P BSE SENSEX TRI |
Expense Ratio: 2.04% As on (30-09-2019) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 77.03 Cr As on (31-01-2021) |
Turn over: 325.38 |
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
JM Large Cap Fund-Growth | 22.69 | 8.44 | 11.94 | 9.44 | 8.61 |
S&P BSE SENSEX TRI | -13.22 | 1.57 | 9.87 | 8.41 | 7.48 |
Equity: Large Cap | 21.47 | 9.95 | 15.05 | 12.04 | 13.74 |
Asit Bhandarkar
The scheme seeks long term capital growth and appreciation through investment primarily in equities.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
JM Large Cap Fund-Growth | 12.26 | 0.58 | -1.38 | 0.82 | - | - |
Equity: Large Cap | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
JM Large Cap Fund-Growth | 01-04-1995 | 22.69 | 12.94 | 8.44 | 11.94 | 9.44 |
Franklin India Bluechip Fund-Growth | 01-12-1993 | 31.46 | 16.8 | 9.83 | 14.08 | 11.52 |
SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 28.61 | 19.59 | 10.71 | 15.33 | 14.53 |
ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 25.81 | 16.38 | 10.03 | 16.52 | 13.38 |
Kotak Bluechip Fund - Growth | 29-12-1998 | 25.15 | 19.0 | 11.47 | 15.56 | 12.46 |
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth | 05-08-2010 | 24.97 | 22.45 | 15.14 | 18.41 | 13.58 |
Mahindra Manulife Large Cap Pragati Yojana - Regular Plan - Growth | 08-03-2019 | 24.8 | 0.0 | 0.0 | 0.0 | 0.0 |
HDFC Top 100 Fund - Growth Option | 01-10-1996 | 24.78 | 13.31 | 8.56 | 16.66 | 11.54 |
Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 23.94 | 15.39 | 8.74 | 14.7 | 13.01 |
UTI - Master Share-Growth Option | 18-10-1986 | 23.94 | 17.19 | 11.01 | 15.37 | 12.18 |