MFGrowth

JM Equity & Derivative Fund - Growth Option

Large Cap FundEquity - Large Cap FundBenchmark: BSE SENSEX
NAV · 29 Jan 2009₹13.05
AUM
Expense Ratio
CAGR
Exit Load
Min SIP
Launched2005

Investment Objective

To provide investors with a convenient instrument for long term capital growth and appreciation. This scheme is ideal for investors looking for long term growth of capital to meet long term goals. It also has a dividend option which is suitable for invest

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Fund Managers
SK
Sanjay Kumar Chhabaria
Fund Manager
Key Information
₹5,000
Nil
Inception04 Mar 2005
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns

No return data available for this fund.

Risk Metrics

Risk metrics are not available for this fund.

Fees
Nil
₹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