CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
MF—Growth

JM Emerging Leaders Fund - Growth

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 29 Jul 2011₹7.12-0.22%
AUM₹130 Cr
Expense Ratio2.44%
CAGR—
Exit Load1% on or before 365D
Min SIP₹500
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%
Asset Allocation
Domestic Equity85.9%
Cash & Equivalents8.0%
Other6.1%
Fund Managers
AB
Asit Bhandarkar
Fund Manager
Key Information
2.44%
₹500
₹5,000
1% on or before 365D
Nil
Inception27 Jul 2005
AMC—
Top Holdings
1CBLO & Others*8.04%
2Equity less than 2% of corpus6.09%
3Dish TV 5.47%
4SKF India 5.13%
5Tata Motors 4.96%
6Yes Bank4.82%
7United Phosphorous 4.73%
8Opto Circuits (India) 4.70%
9RAYMOND 4.68%
10Pantaloon Retail (India) 4.61%
Sector Allocation
Other89.6%
On This Page
NAV growthAsset allocationTop holdings
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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
₹500
₹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