JM Large Cap Fund (Direct) Monthly Reinvestment of Income Distribution cum capital withdrawal is an equity fund. This fund was started on 22 June, 2015. The fund is managed by Gurvinder Wasan, Asit Bhandarkar. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.92% |
Benchmark | S&P BSE 100 India TR INR |
AUM | ₹119 Cr |
Inception Date | 22 June, 2015 |
Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 102.62% |
Size breakup
JM Large Cap Fund (Direct) Monthly Reinvestment of Income Distribution cum capital withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 1.89% | 1.89% |
6 Month Returns | 22.01% | 22.01% |
1 Year Returns | 44.1% | 44.1% |
3 Years Returns | 77.32% | 21.04% |
5 Years Returns | 124.01% | 17.5% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
JM Large Cap Fund (Direct) Monthly Reinvestment of Income Distribution cum capital withdrawal | 10.25 | 4.28 | 5.22 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
JM Large Cap Fund (Direct) Monthly Reinvestment of Income Distribution cum capital withdrawal | 0.96 | 0.88 | 0.59 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
JM Large Cap Fund (Direct) Monthly Reinvestment of Income Distribution cum capital withdrawal | 2.96 | 1.21 | 1 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
JM Large Cap Fund (Direct) Monthly Reinvestment of Income Distribution cum capital withdrawal | 11.04 | 12.28 | 12.17 |