JM Large Cap Fund (Direct) Reinvestment of Income Distribution cum capital withdrawal is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Asit Bhandarkar, Gurvinder Wasan. 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 | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 102.62% |
Size breakup
JM Large Cap Fund (Direct) Reinvestment of Income Distribution cum capital withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 2.41% | 2.41% |
6 Month Returns | 24.48% | 24.48% |
1 Year Returns | 46.98% | 46.98% |
3 Years Returns | 81.8% | 22.05% |
5 Years Returns | 128.78% | 18% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
JM Large Cap Fund (Direct) 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) 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) 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) Reinvestment of Income Distribution cum capital withdrawal | 11.04 | 12.28 | 12.17 |