MFIDCW

JM Emerging Leaders Fund - Dividend

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 29 Jul 2011₹7.14-0.22%
AUM₹130 Crfrom this fund's primary plan
Expense Ratio2.44%
CAGR
Exit Load1% on or before 365D
Min SIP₹500from this fund's primary plan
Launched2005

Investment Objective

The primary investment objective of the scheme is to seek long term capital appreciation from investment in a portfolio of stocks across all market capitalization range. The portfolio may include those companies operating in emerging sectors of the economy or companies which exhibit potential to become leaders of tomorrow.

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Fund Managers
AB
Asit Bhandarkar
Fund Manager
Key Information
2.44%
₹500from this fund's primary plan
₹5,000
1% on or before 365D
Nil
Inception27 Jul 2005
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.22%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.44%
1% on or before 365D
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme