JM Focused Direct Plan Growth

Equity
Flexi Cap
Very High Risk
23.10%
3Y annualised
+0.32% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Dec 2024₹24.34
Min. SIP amount₹100
Rating3
Fund size₹177.39Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.7%23.1%19.0%16.5%
Category average27.6%16.5%18.9%NA
Rank with in category19827NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
42.9%28.6%4,531.48
4
31.6%25.5%66,225.06
4
31.5%20.8%18,251.58
5
29.3%17.5%82,441.08
4
24.7%16.2%2,354.86

Holdings (28)

NameSectorInstrumentAssets
FinancialEquity7.22%
FinancialEquity5.59%
TechnologyEquity4.92%
FinancialEquity4.77%
FinancialEquity4.47%
Capital GoodsEquity4.45%
Consumer DiscretionaryEquity4.01%
Capital GoodsEquity3.86%
ServicesEquity3.77%
ServicesEquity3.63%
ServicesEquity3.24%
TechnologyEquity3.16%
AutomobileEquity3.07%
ChemicalsEquity3.03%
HealthcareEquity2.96%
Consumer StaplesEquity2.93%
Consumer DiscretionaryEquity2.91%
HealthcareEquity2.83%
FinancialEquity2.68%
ChemicalsEquity2.58%
ConstructionEquity2.57%
ServicesEquity2.57%
ChemicalsEquity2.46%
InsuranceEquity2.43%
CommunicationEquity2.30%
Capital GoodsEquity2.20%
EnergyEquity2.18%
HealthcareEquity1.86%
See All

Expense ratio, exit load and tax

Expense ratio: 0.78%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
E-mail
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

JM Focused Direct Plan Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.5.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ