JM Large Cap Fund Review l Graphical View

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JM Large Cap Fund

About JM Financial Asset Management Pvt. Ltd.

JM Financial Asset Management Pvt Ltd incorporated on June 9, 1994. Board of Directors of AMC are Mr.V.P.Shetty – Chairman of the AMC, (Associate Director), Mr. Rajendra P. Chitale – (Independent Director), Mr. Darius D. Pandole – Associate Director, and Mr. Parthiv Kilachand (Independent Director).

SCHEME DETAILS

  • Fund manager(s) – Asit Bhandarkar , Chaitanya Choksi
  • Launch date – 02-Jan-2013
  • Expense ratio – 2.33% as declared on 08-Jul-2013 (category average is 2.33%
  • Benchmark – S&P BSE SENSEX TRI
  • Type: Open-Ended Fund. You can invest any time in this fund.

Fund Category

Large ap Stocks 74.15%
Debt 2.63%
Government securities 2.61%
low risk securities 0.02%
Others 23.22%
Top 10 Stocks in Holdings
Stock Name Sector % of Total Holdings Quantity
Reliance Industries Ltd. Refineries/marketing 9% 1.73 L
HDFC Bank Ltd. Banks 6% 2.18 L
Hindustan Unilever Ltd. Diversified 6% 99.36 k
ITC Limited Cigarettes 5% 10.02 L
Infosys Ltd. Computers – software 5% 1.95 L
Housing Development Finance Corporation Ltd. Housing finance 4% 91.56 k
ICICI Bank Ltd. Banks 3% 3.36 L
Cipla Ltd. Pharmaceuticals 3% 1.77 L
Tata Consultancy Services Ltd. Computers – software 3% 52.86 k
State Bank Of India Banks 3% 5.13 L

Peer Funds

Scheme Name Crisil Rank Asset Size (Cr) 1Y % 3Y %
Canara Robeco Bluechip Equity Fund – Direct Plan – Growth 5 701.72 13.84 10.31
IDFC Large Cap – Direct Plan – Growth 4 514.93 10.75 5.45
Kotak Bluechip Fund – Direct Plan – Growth 4 1653.38 9.1 6.6
UTI Mastershare Unit Scheme – Direct Plan – Growth 3 6475.26 8.4 6.42
Invesco India Largecap Fund – Direct Plan – Growth 4 236.02 7.95 6.52
Mirae Asset Large Cap Fund – Direct Plan – Growth 3 18385.69 7.68 6.35
Edelweiss Large Cap Fund – Direct Plan – Growth 4 192.93 7.34 6.98
IDBI India Top 100 Equity Fund – Direct Plan – Growth 3 366.53 6.58 3.8
HSBC Large Cap Equity Fund – Direct Plan – Growth 3 602.8 5.76 4.54
Axis Bluechip Fund – Direct Plan – Growth 5 16763.73 5.49 10.93

CONTACT DETAILS

JM Financial Asset Management Pvt. Ltd.Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai – 400 025. Mumbai 400 051
Tel no.: 022-61987777
Fax no.: 022-61987704
Website.: www.jmfinancialmf.com

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