JM Focused Direct Plan Growth

Equity
Flexi Cap
Very High Risk
20.66%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Oct 2024₹24.09
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 returns42.4%20.7%19.5%16.6%
Category average37.6%16.0%20.3%NA
Rank with in category251438NA
Understand terms

Holdings (27)

NameSectorInstrumentAssets
FinancialEquity6.44%
FinancialEquity5.96%
TechnologyEquity5.19%
ServicesEquity4.32%
Consumer StaplesEquity4.09%
ServicesEquity4.01%
Capital GoodsEquity3.94%
Consumer DiscretionaryEquity3.88%
TechnologyEquity3.85%
Consumer DiscretionaryEquity3.80%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

Higher alpha: 4.84 The fund has generated returns higher than benchmark - BSE 500 Total Return Index - in the last 3Y
Lower expense ratio: 0.77%
Consistently higher annualised returns than category average for the past 1Y and 3Y

Cons

5Y annualised returns lower than category average by 0.8%

Expense ratio, exit load and tax

Expense ratio: 0.77%

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,

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