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JM Large Cap Fund(A-IDCW)

Ticker: mf16478

Decent 72/100

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JM Large Cap Fund(H-IDCW)

Score 72/100 Decent

The JM Large Cap Fund shows a decent investment potential with solid fundamentals and growth prospects.

JM Large Cap Fund(Q-IDCW)

Score 68/100 Decent

The JM Large Cap Fund shows decent potential with consistent growth and profitability metrics, but faces challenges in governance and execution risks.

JM Large Cap Fund(M-IDCW)

Score 68/100 Decent

The JM Large Cap Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks exist.

JM Large Cap Fund(IDCW)

Score 48/100 Decent

The JM Large Cap Fund shows potential but is hindered by inconsistent growth and valuation concerns. Caution is advised for new investments.

Kotak Transportation & Logistics Fund(IDCW Payout)

Score 66/100 Decent

The fund shows potential in a growing sector but faces challenges in profitability and valuation. Caution is advised.

Kotak Transportation & Logistics Fund(IDCW)

Score 68/100 Decent

The fund operates in a promising sector but faces challenges in growth consistency and valuation. Caution is advised.

SBI FMP-42-1857D(IDCW)

Score 48/100 Risky

The stock presents several risks with limited growth potential and concerns over valuation and governance.

Bandhan Nifty Alpha 50 Index Fund(IDCW Reinvest)

Score 66/100 Decent

The fund has a decent score, indicating moderate potential but also notable risks. Investors should consider the mixed growth and profitability metrics before investing.

Bandhan Nifty Alpha 50 Index Fund(IDCW)

Score 66/100 Decent

The fund shows a decent potential for growth with a balanced risk profile, but investors should remain cautious about execution risks.

Kotak Nifty 200 Momentum 30 Index Fund(IDCW)

Score 66/100 Decent

The Kotak Nifty 200 Momentum 30 Index Fund presents a decent investment opportunity with a balanced risk-reward profile, particularly in sectors poised for growth.

Kotak Nifty 200 Momentum 30 Index Fund(IDCW Payout)

Score 68/100 Decent

The Kotak Nifty 200 Momentum 30 Index Fund shows decent potential with a balanced approach to growth and profitability, though some execution risks remain.

Bandhan Bond Fund - Income Plan(P-IDCW)

Score 48/100 Decent

The fund shows moderate potential but is hindered by execution risks and valuation concerns.

Bandhan Bond Fund - Income Plan(Q-IDCW)

Score 48/100 Risky

The fund shows several weaknesses in growth, profitability, and market sentiment, making it a risky investment.

Bandhan Bond Fund - Income Plan(A-IDCW)

Score 48/100 Decent

The fund shows potential but faces several challenges that may hinder performance.

Bandhan Bond Fund - Income Plan(H-IDCW)

Score 48/100 Decent

The fund shows potential but faces challenges in profitability and market sentiment.

Bandhan Bond Fund - Income Plan(P-IDCW Reinv)

Score 66/100 Decent

The Bandhan Bond Fund shows decent potential but faces challenges in profitability and liquidity. Investors should be cautious.

Business Overview

JM Large Cap Fund (A-IDCW) is a mutual fund designed for investors seeking long-term capital appreciation through investments in large-cap stocks. This fund is ideal for those who prefer a diversified portfolio with the potential for stable returns. By focusing on established companies with strong market positions, it aims to mitigate risks while maximizing growth opportunities. Investing in this fund can be a strategic choice for wealth creation over time.

Targeted at long-term investors
Invests in established large-cap companies
Focus on capital appreciation
Diversified portfolio for risk management
Expert fund management team
Ideal for wealth creation over time

Investment Thesis

JM Large Cap Fund (A-IDCW) stands out due to its strong promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This makes it a compelling choice for Indian retail investors seeking robust long-term returns.

Strong promoter group with a proven track record enhances investor confidence.
Digital services are experiencing exponential growth, offering substantial upside potential.
Valuations remain attractive compared to industry peers, presenting a buying opportunity.
Robust portfolio management strategies aimed at maximizing returns.
Consistent performance history indicates reliability and stability for investors.

Opportunity vs Risk

Opportunities

Strong historical performance
Diversified portfolio exposure
Potential for long-term capital growth
Experienced fund management
Rising market demand for large caps

Risks ⚠️

Market volatility impacts returns
Economic slowdown risks
High expense ratio
Regulatory changes in mutual funds
Dependence on large-cap stocks

📊 Stock Investment Checklist (100 Points)

JM Large Cap Fund(A-IDCW) • Updated: 2025-10-01 03:32:42

10

Business
High

The fund is invested in sectors that are adapting to future trends, but lacks a significant competitive moat.
10

Growth
High

The fund has shown consistent revenue growth, but profit margins are fluctuating.
10

Profitability
High

ROE and ROCE are above industry averages, but cash flow is inconsistent.
10

Valuation
High

Valuation metrics are in line with peers, but growth potential is limited.
8

Balance
High

The balance sheet is stable with manageable debt levels.
7

Governance
High

Promoter holding is strong, but there are minor concerns regarding disclosures.
6

Drivers
Good

There are potential growth drivers, but execution risks remain.
4

Technicals
Good

Market sentiment is neutral with low liquidity.

Final Score & Verdict

Score 72 / 100 • Decent

The JM Large Cap Fund shows decent potential with stable growth and profitability metrics, but faces challenges in execution and market sentiment.