The scheme seeks long term capital growth and appreciation through investment primarily in equities.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Gurvinder Singh Wasan
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with JM Mutual, Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of JM Large Cap Fund is ₹156.62 as of 2026-08-28.
JM Large Cap Fund is classified as a Large Cap fund.
The Assets Under Management (AUM) of JM Large Cap Fund is ₹401.97 Cr.
The expense ratio of JM Large Cap Fund is 2.67%.
JM Large Cap Fund is managed by Gurvinder Singh Wasan.
The minimum SIP investment for JM Large Cap Fund is ₹100.
The exit load for JM Large Cap Fund is 1%.
As per the SEBI Riskometer, JM Large Cap Fund carries a Very High risk level.
JM Large Cap Fund has delivered 4.48% (1Y), 11.78% (3Y) and 10.96% (5Y) annualised returns as of 2026-08-28.
JM Large Cap Fund was launched on 1994-09-15.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
