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JPMorgan India Equity Fund (G)

PLAN: Regular OPTIONS: Growth
23.039 0.01 (0.04%)

NAV as on 31 Mar, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : JPMorgan Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 31 Mar, 2015)

Period Returns (%) Rank #
1 mth -4.2 49
3 mth 6.5 17
6 mth 15.7 13
1 year 44.5 20
2 year 31.2 26
3 year 22.1 15
5 year 14.1 15

# Moneycontrol Rank within 139 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.0 18.6 4.7 8.5 -
2013 -6.7 2.4 -2.0 9.7 4.5
2012 12.8 0.1 7.7 3.6 26.7
2011 -6.7 -0.4 -9.6 -6.9 -22.8
2010 2.7 4.7 15.0 -0.2 25.7

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -4.2 6.5 15.7 44.5 31.2 22.1 14.1
Category avg -4.1 3.7 10.4 35.3 25.9 17.1 9.5
Difference of Fund returns and Category returns -0.1 2.8 5.3 9.2 5.3 5.0 4.6
Best of category 1.6 8.9 20.1 65.5 40.4 29.2 16.7
Worst of category -6.4 -1.8 3.0 15.4 12.6 8.4 4.5
Benchmark returns # -3.7 3.2 8.8 31.9 24.1 17.7 10.0
Difference of Fund returns and Benchmark returns -0.5 3.3 6.9 12.6 7.1 4.4 4.1
JPMorgan India Equity Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The investment objective of the Scheme is to generate income and long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities including equity derivatives.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 19, 2007
Benchmark S&P BSE 200
Asset Size (Rs cr) 221.28 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Harshad Patwardhan / Amit Gadgil
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load 1.00% if redeemed within 18 months from the date of allotment

Contact Details

Regd. Office J.P. Morgan Tower, Off C.S.T. Road, Kalina, Santacruz (E), Mumbai , 400 098
Tel. No. 022-61573000
Fax No. 91 22 66393095
Email india.investors@jpmorgan.com
Website http://www.jpmorganmf.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 3
12,907.28 -0.8 6.4 34.9 19.2 13.1
HDFC Top 200 Fund - Direct (G) Not Ranked
635.77 -0.6 6.7 35.7 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
446.03 4.3 13.4 41.9 -- --
Birla SL Frontline Equity (G) Rank 2
6,931.53 4.1 12.9 40.7 25.2 15.0
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 3.2 10.5 37.5 22.8 16.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 17.72 7.16
ICICI Bank Banking/Finance 15.84 6.40
Infosys Technology 13.15 5.32
Larsen Engineering 12.06 4.87
Axis Bank Banking/Finance 10.96 4.43
HDFC Banking/Finance 9.46 3.82
Maruti Suzuki Automotive 8.39 3.39
SBI Banking/Finance 8.36 3.38
Tata Motors Automotive 8.33 3.37
UltraTechCement Cement 7.53 3.04

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 35.14 65.98 28.78
Engineering 13.51 25.16 9.99
Automotive 12.55 27.86 8.79
Technology 10.26 24.36 6.64
Cement 6.05 10.32 4.14
Pharmaceuticals 5.71 12.46 2.63

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 97.73
Others 0.00
Debt 0.04
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.23

View All

Concentration

Holdings (%)
Top 5 28.18
Top 10 45.18
Sector (%)
Top 3 61.20

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