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JM Focused Direct Plan Growth
+15.08%
3Y annualised
+0.69% 1D
NAV: 30 Jun '26
₹23.46
Min. for SIP
₹100
Fund size (AUM)
₹278.72 Cr
Expense ratio
1.22%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,088 | +1.81% | |
| 3 years | ₹1,80,000 | ₹1,98,173 | +10.10% | |
| 5 years | ₹3,00,000 | ₹4,09,309 | +36.44% | |
| 10 years | ₹6,00,000 | ₹11,89,448 | +98.24% |
Holdings (30)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 5.21% |
| Larsen & Toubro Ltd | Industrials | Equity | 5.05% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 4.93% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 4.30% |
| Bajaj Finance Ltd | Financial | Equity | 4.29% |
| One 97 Communications Ltd | Industrials | Equity | 4.21% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 4.19% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 4.14% |
| Zomato Ltd | Technology | Equity | 4.14% |
| IDFC First Bank Ltd | Financial | Equity | 4.09% |
| HDFC Bank Ltd | Financial | Equity | 3.87% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 3.73% |
| Tata Steel Ltd | Materials | Equity | 3.66% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.58% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 3.55% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 3.50% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.40% |
| JSW Energy Ltd | Energy & Utilities | Equity | 3.20% |
| Mphasis Ltd | Technology | Equity | 3.14% |
| Trent Ltd | Consumer Discretionary | Equity | 3.11% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 2.98% |
| Bharti Airtel Ltd | Technology | Equity | 2.95% |
| Linde India Ltd | Materials | Equity | 2.70% |
| Gravita India Ltd | Industrials | Equity | 2.63% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 2.54% |
| Coforge Ltd | Technology | Equity | 2.53% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.83% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.41% |
| Reverse Repo | Unspecified | Reverse Repo | 0.73% |
| Net Receivables | Unspecified | Net Receivables | 0.40% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.1% | +15.0% | +13.9% | +14.1% |
| Category average (Equity Flexi Cap) | +16.0% | +15.6% | -- | -- |
| Rank (Equity Flexi Cap) | 27 | 11 | 7 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +7.61% | +20.50% | 1,314.38 | |
 | +0.79% | +17.60% | 1,01,821.82 | |
 | +1.97% | +17.37% | 5,538.48 | |
 | -3.08% | +14.72% | 1,41,446.73 | |
 | -4.39% | +14.57% | 18,796.71 | |
| Compare | ||||
Fund management
RFRuchi FozdarOct 2024 - PresentView details
RF
Ruchi Fozdar
Oct 2024 - Present
View details
SRSatish RamanathanOct 2024 - PresentView details
SR
Satish Ramanathan
Oct 2024 - Present
View details
ABAsit BhandarkarJan 2013 - PresentView details
AB
Asit Bhandarkar
Jan 2013 - Present
View details
DGDeepak GuptaApr 2025 - PresentView details
DG
Deepak Gupta
Apr 2025 - Present
View details
About JM Focused Direct Plan Growth
JM Focused Direct Plan Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Ruchi Fozdar is the Current Fund Manager of JM Focused Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,064 Cr and the Latest NAV as of 30 Jun 2026 is ₹23.46.
The JM Focused Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000. Exit load of 1%, if redeemed within 30 days.
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Investment Objective
The objective of the fund is to generate returns by investing predominantly in a concentrated portfolio of equity and equity related securities. The 'concentrated portfolio' will comprise of not more than 11 stocks with each stock being invested to the extent of 9.09% of the NAV of the scheme.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#32 in India
Total AUM₹13,063.76 Cr
Date of Incorporation15 Sep 1994
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,