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5 മികച്ച ജെഎം ഫിനാൻഷ്യൽ എസ്‌ഐ‌പി ഫണ്ടുകൾ 2020 | മികച്ച SIP ഫണ്ടുകൾ

ഫിൻ‌കാഷ് »ജെഎം ഫിനാൻഷ്യൽ മ്യൂച്വൽ ഫണ്ട് »മികച്ച ജെഎം ഫിനാൻഷ്യൽ എസ്‌ഐ‌പി ഫണ്ടുകൾ

5 മികച്ച ജെഎം ഫിനാൻഷ്യൽ എസ്‌ഐ‌പി ഫണ്ടുകൾ 2020

Updated on November 11, 2024 , 1235 views

ജെഎം ഫിനാൻഷ്യൽSIP ഒരു കാര്യക്ഷമമായ മാർഗമാണ്മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുക. ഒരു SIP ഒരു രീതിയാണ്നിക്ഷേപം ഒരു നിശ്ചിത തുക, പതിവായി, aമ്യൂച്വൽ ഫണ്ട് സ്കീം. ഇത് പതിവ് സംരക്ഷണ പദ്ധതികൾക്ക് സമാനമാണ്ആവർത്തിച്ചുള്ള നിക്ഷേപം. ഇവിടെ, ഒരു നിശ്ചിത ഇടവേളയിൽ നിങ്ങൾക്ക് ഒരു ചെറിയ തുക നിക്ഷേപിക്കാം. ദീർഘകാല നേട്ടം കൈവരിക്കാൻ SIP നിങ്ങളെ സഹായിക്കുന്നുസാമ്പത്തിക ലക്ഷ്യങ്ങൾ ഒരു ചെറിയ തുക പ്രതിമാസം നിക്ഷേപിച്ചാലും. ഒരുനിക്ഷേപകൻ പ്രതിമാസ / ത്രൈമാസ പോലുള്ള നിക്ഷേപങ്ങളുടെ ആനുകാലിക ഇടവേളകളിൽ 500 രൂപ വരെ നിക്ഷേപിക്കാൻ കഴിയും. ഇത് ലളിതവും താങ്ങാനാകുന്നതുമാണ്. ഇക്വിറ്റികളിൽ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർ, സിസ്റ്റമാറ്റിക്നിക്ഷേപ പദ്ധതി അതിലൂടെ നിക്ഷേപം നടത്താനുള്ള ഏറ്റവും നല്ല മാർഗമാണ്. ഇക്വിറ്റി നിക്ഷേപങ്ങളുടെ അപാകതകൾ സന്തുലിതമാക്കാൻ SIP പ്രവണത കാണിക്കുന്നു.

ജെഎം ഫിനാൻഷ്യൽ എസ്‌ഐ‌പി ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

ചിലഎസ്‌ഐപിയുടെ പ്രയോജനങ്ങൾ ആകുന്നു:

  • രൂപ ചെലവ് ശരാശരി
  • കോമ്പൗണ്ടിംഗിന്റെ പവർ
  • ദീർഘകാല സമ്പാദ്യത്തിന്റെ ശീലം
  • താങ്ങാവുന്നതും വഴക്കമുള്ളതും
  • വിപണിയിൽ സമയം കണ്ടെത്തേണ്ടതില്ല

താൽപ്പര്യമുള്ള നിക്ഷേപകർഒരു എസ്‌ഐ‌പിയിൽ നിക്ഷേപിക്കുക, നിക്ഷേപിക്കാനുള്ള മികച്ച ജെ‌എം ഫിനാൻഷ്യൽ എസ്‌ഐ‌പി ഫണ്ടുകൾ ഇതാഇക്വിറ്റി ഫണ്ടുകൾ. എയു‌എം, മുൻ‌കാല പ്രകടനങ്ങൾ‌, പിയർ‌ ശരാശരി വരുമാനം, മറ്റ് വിവര അനുപാതങ്ങൾ‌ എന്നിവ പോലുള്ള വിവിധ പാരാമീറ്ററുകൾ‌ ഏറ്റെടുക്കുന്നതിലൂടെ ഈ ഫണ്ടുകൾ‌ ഷോർ‌ട്ട്‌ലിസ്റ്റ് ചെയ്‌തു.

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മികച്ച ജെഎം ഫിനാൻഷ്യൽ എസ്‌ഐ‌പി മ്യൂച്വൽ ഫണ്ടുകൾ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Multicap Fund Growth ₹99.845
↓ -2.17
₹4,531 500 -4.310.442.222.723.440
JM Value Fund Growth ₹98.749
↓ -2.37
₹1,085 500 -6.39.136.122.124.247.7
JM Core 11 Fund Growth ₹19.5979
↓ -0.42
₹177 500 -3.97.430.816.415.932.9
JM Tax Gain Fund Growth ₹47.358
↓ -1.12
₹187 500 -411.636.615.821.230.9
JM Large Cap Fund Growth ₹152.761
↓ -2.53
₹429 500 -5.35.330.114.117.829.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 24

1. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 16 in Multi Cap category.  Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (13 Nov 24) ₹99.845 ↓ -2.17   (-2.13 %)
Net Assets (Cr) ₹4,531 on 30 Sep 24
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 3.21
Information Ratio 1.8
Alpha Ratio 13.45
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,949
31 Oct 21₹14,858
31 Oct 22₹15,724
31 Oct 23₹19,376
31 Oct 24₹30,001

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -6.4%
3 Month -4.3%
6 Month 10.4%
1 Year 42.2%
3 Year 22.7%
5 Year 23.4%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
2014 56%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.2 Yr.
Asit Bhandarkar1 Oct 240.08 Yr.
Chaitanya Choksi31 Dec 212.84 Yr.
Ruchi Fozdar4 Oct 240.08 Yr.

Data below for JM Multicap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services23.4%
Consumer Cyclical12.39%
Basic Materials12.15%
Industrials11.85%
Health Care11.65%
Technology9.79%
Consumer Defensive5.5%
Utility4.54%
Communication Services2.83%
Energy1.57%
Real Estate0.66%
Asset Allocation
Asset ClassValue
Cash2.63%
Equity97.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹293 Cr1,690,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
5%₹248 Cr1,920,800
↑ 350,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹191 Cr2,325,000
↑ 600,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹184 Cr1,047,750
↑ 150,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹136 Cr375,231
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹134 Cr828,335
↑ 428,335
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY
3%₹129 Cr1,012,038
↑ 34,428
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC
3%₹120 Cr2,456,000
↑ 456,000
CESC Ltd (Utilities)
Equity, Since 30 Nov 23 | CESC
2%₹108 Cr5,711,774
Biocon Ltd (Healthcare)
Equity, Since 29 Feb 24 | BIOCON
2%₹104 Cr3,295,318
↑ 1,065,318

2. JM Value Fund

(Erstwhile JM Basic Fund)

The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus.

JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 15 in Value category.  Return for 2023 was 47.7% , 2022 was 5.3% and 2021 was 36.3% .

Below is the key information for JM Value Fund

JM Value Fund
Growth
Launch Date 2 Jun 97
NAV (13 Nov 24) ₹98.749 ↓ -2.37   (-2.34 %)
Net Assets (Cr) ₹1,085 on 30 Sep 24
Category Equity - Value
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.47
Sharpe Ratio 2.54
Information Ratio 1.42
Alpha Ratio 8.74
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,288
31 Oct 21₹15,503
31 Oct 22₹15,675
31 Oct 23₹20,708
31 Oct 24₹30,759

JM Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for JM Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -7.1%
3 Month -6.3%
6 Month 9.1%
1 Year 36.1%
3 Year 22.1%
5 Year 24.2%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2023 47.7%
2022 5.3%
2021 36.3%
2020 13.4%
2019 11.9%
2018 -11.2%
2017 44.6%
2016 12.1%
2015 3.5%
2014 52.4%
Fund Manager information for JM Value Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.2 Yr.
Asit Bhandarkar11 Dec 0617.9 Yr.
Chaitanya Choksi1 Oct 240.08 Yr.
Ruchi Fozdar4 Oct 240.08 Yr.

Data below for JM Value Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services24.68%
Consumer Cyclical17.9%
Industrials12.08%
Health Care11.92%
Basic Materials8.4%
Technology8.17%
Utility6.17%
Consumer Defensive4.19%
Real Estate2.48%
Energy1.98%
Communication Services0.54%
Asset Allocation
Asset ClassValue
Cash1.49%
Equity98.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
7%₹70 Cr405,605
↑ 15,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
4%₹46 Cr264,105
↑ 115,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹43 Cr330,000
↑ 80,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 24 | DRREDDY
3%₹37 Cr292,500
↑ 52,500
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 532555
3%₹32 Cr780,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
3%₹28 Cr77,000
↑ 17,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
2%₹26 Cr320,000
↑ 20,000
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 23 | SUVENPHAR
2%₹24 Cr180,307
↓ -7,000
REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | 532955
2%₹24 Cr450,800
↑ 90,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 23 | AMBER
2%₹23 Cr38,121

3. JM Core 11 Fund

The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies.

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of 4.1% since its launch.  Ranked 18 in Large Cap category.  Return for 2023 was 32.9% , 2022 was 7.1% and 2021 was 16.3% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (13 Nov 24) ₹19.5979 ↓ -0.42   (-2.09 %)
Net Assets (Cr) ₹177 on 30 Sep 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio 2.49
Information Ratio 0.58
Alpha Ratio 3.93
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,395
31 Oct 21₹12,562
31 Oct 22₹12,762
31 Oct 23₹14,949
31 Oct 24₹21,223

JM Core 11 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for JM Core 11 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -6.2%
3 Month -3.9%
6 Month 7.4%
1 Year 30.8%
3 Year 16.4%
5 Year 15.9%
10 Year
15 Year
Since launch 4.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.9%
2022 7.1%
2021 16.3%
2020 6.3%
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
2014 51.3%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.08 Yr.
Asit Bhandarkar25 Feb 0915.69 Yr.
Chaitanya Choksi18 Jul 1410.3 Yr.
Ruchi Fozdar4 Oct 240.07 Yr.

Data below for JM Core 11 Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services29.75%
Consumer Cyclical15.96%
Industrials14.96%
Technology8.83%
Health Care8.76%
Basic Materials8.45%
Consumer Defensive3.04%
Energy2.36%
Asset Allocation
Asset ClassValue
Cash7.89%
Equity92.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK
7%₹15 Cr113,000
↑ 30,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK
6%₹11 Cr66,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY
6%₹11 Cr63,110
↑ 14,000
REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532955
5%₹9 Cr178,000
↑ 86,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER
4%₹8 Cr14,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500251
4%₹7 Cr10,109
PB Fintech Ltd (Financial Services)
Equity, Since 31 Oct 24 | 543390
4%₹7 Cr42,218
↑ 42,218
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT
4%₹7 Cr19,500
↑ 6,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Oct 24 | MAXHEALTH
3%₹7 Cr64,000
↑ 64,000
ABB India Ltd (Industrials)
Equity, Since 31 Oct 24 | ABB
3%₹6 Cr8,700
↑ 8,700

4. JM Tax Gain Fund

The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.8% since its launch.  Ranked 18 in ELSS category.  Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (13 Nov 24) ₹47.358 ↓ -1.12   (-2.32 %)
Net Assets (Cr) ₹187 on 30 Sep 24
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 2.88
Information Ratio 0.66
Alpha Ratio 8.38
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,702
31 Oct 21₹15,817
31 Oct 22₹15,662
31 Oct 23₹17,953
31 Oct 24₹26,849

JM Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for JM Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -7.8%
3 Month -4%
6 Month 11.6%
1 Year 36.6%
3 Year 15.8%
5 Year 21.2%
10 Year
15 Year
Since launch 9.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.9%
2022 0.5%
2021 32.2%
2020 18.3%
2019 14.9%
2018 -4.6%
2017 42.6%
2016 5.2%
2015 -0.6%
2014 54.9%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.08 Yr.
Asit Bhandarkar31 Dec 212.84 Yr.
Chaitanya Choksi18 Jul 1410.3 Yr.
Ruchi Fozdar4 Oct 240.08 Yr.

Data below for JM Tax Gain Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services19.39%
Industrials18.36%
Consumer Cyclical13.99%
Technology13%
Basic Materials12.7%
Consumer Defensive7.86%
Health Care7.16%
Communication Services3.14%
Utility1.8%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash0.24%
Equity99.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
5%₹10 Cr55,131
↓ -3,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
5%₹9 Cr49,465
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
4%₹7 Cr55,975
↑ 5,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹6 Cr16,750
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹5 Cr62,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹5 Cr30,700
↑ 7,500
Newgen Software Technologies Ltd (Technology)
Equity, Since 30 Nov 23 | NEWGEN
2%₹4 Cr31,750
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 532977
2%₹4 Cr4,050
↑ 1,850
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | SBILIFE
2%₹4 Cr23,000
↑ 3,500
Hindalco Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | HINDALCO
2%₹4 Cr54,000

5. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.6% since its launch.  Ranked 73 in Large Cap category.  Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (13 Nov 24) ₹152.761 ↓ -2.53   (-1.63 %)
Net Assets (Cr) ₹429 on 30 Sep 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 2.59
Information Ratio 0.6
Alpha Ratio 5.94
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,562
31 Oct 21₹14,723
31 Oct 22₹15,175
31 Oct 23₹16,851
31 Oct 24₹23,378

JM Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for JM Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24

DurationReturns
1 Month -5.7%
3 Month -5.3%
6 Month 5.3%
1 Year 30.1%
3 Year 14.1%
5 Year 17.8%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.2 Yr.
Asit Bhandarkar5 Oct 177.08 Yr.
Chaitanya Choksi1 Oct 240.08 Yr.
Ruchi Fozdar4 Oct 240.08 Yr.

Data below for JM Large Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services28.23%
Consumer Cyclical12.8%
Technology10.41%
Basic Materials9.94%
Industrials9.22%
Consumer Defensive6.4%
Health Care5.66%
Energy5.56%
Utility4.87%
Communication Services4.73%
Asset Allocation
Asset ClassValue
Cash0.84%
Equity99.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
9%₹42 Cr239,472
↑ 28,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
8%₹35 Cr271,087
↑ 55,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
4%₹20 Cr115,398
↑ 10,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
4%₹20 Cr239,397
↑ 60,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
4%₹20 Cr147,000
↑ 54,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC
4%₹19 Cr392,000
↑ 122,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹16 Cr97,000
↑ 62,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 532977
3%₹13 Cr13,300
↑ 6,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT
3%₹13 Cr35,807
Siemens Ltd (Industrials)
Equity, Since 31 Oct 24 | 500550
3%₹12 Cr17,900
↑ 17,900

എസ്‌ഐ‌പി നിക്ഷേപം എങ്ങനെ വളരുന്നു?

എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം ഒരു നിശ്ചിത സമയത്തേക്ക് നിങ്ങൾ ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണം ഉപയോഗിച്ച് ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.

SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ

എസ്‌ഐ‌പി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്‌ഐ‌പി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ വർഷങ്ങളുടെ എണ്ണം, പ്രതീക്ഷിക്കുന്നത്പണപ്പെരുപ്പം നിരക്കുകളും (ഇതിന് ഒരാൾ കണക്കാക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP വരുമാനം കണക്കാക്കാൻ ഒരാൾക്ക് കഴിയും!

10 വർഷത്തേക്ക് 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ, നിങ്ങളുടെ എസ്‌ഐ‌പി നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് നോക്കാം.

പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ

നിക്ഷേപ കാലയളവ്: 10 വർഷം

നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ

ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%

അനുസരിച്ച് പ്രതീക്ഷിത വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: INR 27,86,573

മൊത്ത ലാഭം: 15,86,573 രൂപ (സമ്പൂർണ്ണ വരുമാനം= 132.2%)

മുകളിലുള്ള കണക്കുകൂട്ടലുകൾ കാണിക്കുന്നത് നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (ആകെ INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. ഇത് മികച്ചതല്ലേ!

ജെഎം മ്യൂച്വൽ ഫണ്ട് എസ്‌ഐ‌പി ഓൺ‌ലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

  1. ഫിൻ‌കാഷ് ഡോട്ട് കോമിൽ ആജീവനാന്ത സ Invest ജന്യ നിക്ഷേപ അക്ക Open ണ്ട് തുറക്കുക.

  2. നിങ്ങളുടെ രജിസ്ട്രേഷനും കെ‌വൈ‌സി പ്രക്രിയയും പൂർത്തിയാക്കുക

  3. പ്രമാണങ്ങൾ അപ്‌ലോഡുചെയ്യുക (പാൻ, ആധാർ മുതലായവ).നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

    തുടങ്ങി

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തി. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് ഒരു ഉറപ്പുമില്ല. നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് ദയവായി സ്കീം വിവര പ്രമാണം ഉപയോഗിച്ച് പരിശോധിക്കുക.
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