you are here:

JM Large Cap Fund - Growth

  • Regular
  • Direct
Category : Large Cap Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank

Returns (NAV as on 18th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Jun-21 9878.70 -1.21% - -0.73% 31/35
1 Month 18-May-21 10347.20 3.47% - 4.09% 28/35
3 Month 18-Mar-21 10592.50 5.92% - 8.36% 34/35
6 Month 18-Dec-20 10955.80 9.56% - 14.85% 33/34
YTD 01-Jan-21 10817.50 8.18% - 12.99% 34/35
1 Year 18-Jun-20 13489.80 34.90% 34.90% 52.85% 32/32
2 Year 18-Jun-19 13117.80 31.18% 14.51% 16.36% 27/32
3 Year 18-Jun-18 13503.90 35.04% 10.52% 12.60% 29/31
5 Year 17-Jun-16 16284.40 62.84% 10.23% 13.37% 29/30
10 Year 17-Jun-11 25800.90 158.01% 9.93% 12.40% 25/27
Since Inception 01-Apr-95 87247.20 772.47% 8.61% 15.45% 34/35

SIP Returns (NAV as on 18th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Jun-20 12000 13803.22 15.03 % 28.96 %
2 Year 18-Jun-19 24000 29867.77 24.45 % 22.57 %
3 Year 18-Jun-18 36000 45883 27.45 % 16.39 %
5 Year 17-Jun-16 60000 81199.13 35.33 % 12.05 %
10 Year 17-Jun-11 120000 214206.85 78.51 % 11.15 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.42% 3.47% 5.93% 9.56% 8.36% 34.90% 14.51% 10.52% 10.23%
Nifty 50 -0.05% 3.81% 7.73% 13.97% 12.17% 55.41% 15.80% 13.23% 13.91%
Benchmark: S&P BSE SENSEX TRI 0.04% 4.69% 6.79% 12.11% 10.25% 55.10% 17.17% 15.12% 15.85%
Category Average -0.20% 4.09% 8.36% 14.85% 12.99% 52.85% 16.36% 12.60% 13.37%
Category Rank 31/33 28/35 34/35 33/34 34/35 32/32 27/32 29/31 29/30
Best in Category 0.05% 5.29% 10.62% 21.85% 20.94% 61.09% 22.41% 17.44% 16.99%
Worst in Category -0.83% 2.98% 5.74% 5.79% 7.05% 34.90% 10.38% 9.04% 9.64%

Best Quarters

Period This Fund Nifty 50 S&P BSE SENSEX TRI Category Average
Q2 - 2014 18.29% 13.25% 13.22% 17.89%
Q4 - 2020 14.51% 22.46% 23.40% 18.89%
Q4 - 2020 12.93% 22.46% 23.40% 18.89%

Worst Quarters

Period This Fund Nifty 50 S&P BSE SENSEX TRI Category Average
Q1 - 2020 -11.91% -29.43% -28.66% -26.18%
Q1 - 2020 -11.82% -29.43% -28.66% -26.18%
Q3 - 2015 -4.79% -5.96% -6.66% -2.94%

Forum

+ See More