JM Large Cap Fund(A-IDCW)

Ticker: mf16478
Decent 72/100

☆ Add to Watchlist

More Options

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.