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JM Focused Direct Plan Growth
+11.35%
3Y annualised
+1.45% 1D
NAV: 29 Oct '26
₹22.55
Min. for SIP
₹1,000
Fund size (AUM)
₹273.81 Cr
Expense ratio
1.25%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,858 | -1.90% | |
| 3 years | ₹1,80,000 | ₹1,83,727 | +2.07% | |
| 5 years | ₹3,00,000 | ₹3,79,492 | +26.50% | |
| 10 years | ₹6,00,000 | ₹11,08,485 | +84.75% |
Holdings (29)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 5.05% |
| Bajaj Finance Ltd | Financial | Equity | 4.61% |
| One 97 Communications Ltd | Industrials | Equity | 4.60% |
| Honasa Consumer Ltd. | Consumer Staples | Equity | 4.53% |
| Larsen & Toubro Ltd | Industrials | Equity | 4.53% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 4.17% |
| Macrotech Developers Ltd | Real Estate | Equity | 4.15% |
| Zomato Ltd | Technology | Equity | 4.09% |
| Onesource Specialty Pharma Ltd | Healthcare | Equity | 4.04% |
| IDFC First Bank Ltd | Financial | Equity | 3.98% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 3.87% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 3.86% |
| Repo | Unspecified | Repo | 3.81% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 3.79% |
| Titan Company Ltd | Consumer Discretionary | Equity | 3.69% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 3.65% |
| Ceat Ltd | Consumer Discretionary | Equity | 3.64% |
| Interglobe Aviation Ltd | Industrials | Equity | 3.48% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.45% |
| Premier Energies Ltd. | Energy & Utilities | Equity | 3.18% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 2.95% |
| HDFC Bank Ltd | Financial | Equity | 2.59% |
| Linde India Ltd | Materials | Equity | 2.41% |
| Gravita India Ltd | Industrials | Equity | 2.35% |
| Tenneco Clean Air India Ltd. | Consumer Discretionary | Equity | 2.32% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 2.05% |
| Net Receivables | Unspecified | Net Receivables | 2.03% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.99% |
| Rentomojo Ltd | Consumer Discretionary | Equity | 1.15% |
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹1,000
Returns and rankings
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +11.3% | +10.8% | +11.9% | +13.4% |
| Category average (Equity Flexi Cap) | +11.4% | +9.4% | +12.9% | +14.3% |
| Rank (Equity Flexi Cap) | 17 | 7 | 10 | -- |
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%.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +3.07% | +18.63% | 3,098.01 | |
 | +6.52% | +18.52% | 1,588.28 | |
 | -4.80% | +15.72% | 1,08,546.98 | |
 | -0.90% | +15.29% | 5,748.74 | |
 | -9.42% | +10.44% | 18,188.24 | |
| Compare | ||||
Fund management
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 ₹12,720 Cr and the Latest NAV as of 29 Oct 2026 is ₹22.55.
The JM Focused Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. 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₹12,720.01 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,