How to Invest in JM Focused Fund IDCW?

You can easily invest in JM Focused Fund IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for JM Focused Fund IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in JM Focused Fund IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does JM Focused Fund IDCW provide?

The JM Focused Fund IDCW has been there from 05 Mar 2008 and the average annual returns provided by this fund is 29.10% since its inception.

How much expense ratio is charged by JM Focused Fund IDCW?

The term Expense Ratio used for JM Focused Fund IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of JM Focused Fund IDCW is 2.47% as of 28 Sep 2023...

What is the AUM of JM Focused Fund IDCW?

The AUM, short for Assets Under Management of JM Focused Fund IDCW is ₹51.83Cr as of 28 Sep 2023.

How to Redeem JM Focused Fund IDCW?

If you want to sell your JM Focused Fund IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of JM Focused Fund IDCW?

You can select either SIP or Lumpsum investment of JM Focused Fund IDCW based on your investment objective and risk tolerance.

What is the NAV of JM Focused Fund IDCW?

The NAV of JM Focused Fund IDCW is ₹14.87 as of 27 Sep 2023.

What is the PE and PB ratio of JM Focused Fund IDCW?

The PE ratio ratio of JM Focused Fund IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

JM Focused Fund IDCW - NAV, Mutual Fund Performance & Portfolio

JM Focused Fund IDCW
Equity
Focused
Very High Risk
Payout
25.54%
3Y annualised
+0.89% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Sep 2023₹14.87
Min. SIP amountNot Supported
Rating2
Fund size₹51.83Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns29.1%25.5%12.6%2.6%
Category average15.8%21.8%12.9%NA
Rank with in category31063NA
Understand terms
Holdings (27)NameSectorInstrumentAssets
REC Ltd.
FinancialEquity6.5%
ITC Ltd.
Consumer StaplesEquity4.9%
Larsen & Toubro Ltd.
ConstructionEquity4.8%
Ultratech Cement Ltd.
ConstructionEquity4.3%
Maruti Suzuki India Ltd.
AutomobileEquity4.3%
Amber Enterprises India Ltd.
Consumer DiscretionaryEquity4.2%
HDFC Bank Ltd.
FinancialEquity4.0%
One97 Communications Ltd.
ServicesEquity3.8%
Poonawalla Fincorp Ltd.
FinancialEquity3.8%
TVS Motor Company Ltd.
AutomobileEquity3.8%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
24 Sep 2023 - Present
2.47%
23 Sep 2023 - 24 Sep 2023
2.47%
22 Sep 2023 - 23 Sep 2023
2.47%
21 Sep 2023 - 22 Sep 2023
2.47%
20 Sep 2023 - 21 Sep 2023
2.47%
19 Sep 2023 - 20 Sep 2023
2.47%
18 Sep 2023 - 19 Sep 2023
2.47%
17 Sep 2023 - 18 Sep 2023
2.47%
16 Sep 2023 - 17 Sep 2023
2.47%
15 Sep 2023 - 16 Sep 2023
2.47%
14 Sep 2023 - 15 Sep 2023
2.47%
13 Sep 2023 - 14 Sep 2023
2.47%
12 Sep 2023 - 13 Sep 2023
2.47%
11 Sep 2023 - 12 Sep 2023
2.47%
10 Sep 2023 - 11 Sep 2023
2.47%
09 Sep 2023 - 10 Sep 2023
2.47%
08 Sep 2023 - 09 Sep 2023
2.47%
07 Sep 2023 - 08 Sep 2023
2.47%
06 Sep 2023 - 07 Sep 2023
2.47%
05 Sep 2023 - 06 Sep 2023
2.47%
04 Sep 2023 - 05 Sep 2023
2.47%
03 Sep 2023 - 04 Sep 2023
2.47%
02 Sep 2023 - 03 Sep 2023
2.47%
01 Sep 2023 - 02 Sep 2023
2.47%
31 Aug 2023 - 01 Sep 2023
2.47%
31 Jul 2023 - 31 Aug 2023
2.47%
30 Jun 2023 - 31 Jul 2023
2.47%
31 May 2023 - 30 Jun 2023
2.45%
30 Apr 2023 - 31 May 2023
2.34%
31 Mar 2023 - 30 Apr 2023
2.43%
28 Feb 2023 - 31 Mar 2023
2.51%
31 Jan 2023 - 28 Feb 2023
2.52%
31 Dec 2022 - 31 Jan 2023
2.51%
31 Dec 2022 - 31 Dec 2022
2.51%
30 Nov 2022 - 31 Dec 2022
2.45%
30 Nov 2022 - 30 Nov 2022
2.45%
30 Nov 2022 - 30 Nov 2022
2.45%
31 Oct 2022 - 30 Nov 2022
2.45%
31 Oct 2022 - 31 Oct 2022
2.45%
31 Oct 2022 - 31 Oct 2022
2.45%
31 Oct 2022 - 31 Oct 2022
2.45%
30 Sep 2022 - 31 Oct 2022
2.45%
30 Sep 2022 - 30 Sep 2022
2.45%
30 Sep 2022 - 30 Sep 2022
2.45%
31 Aug 2022 - 30 Sep 2022
2.45%
31 Aug 2022 - 31 Aug 2022
2.45%
31 Aug 2022 - 31 Aug 2022
2.45%
31 Jul 2022 - 31 Aug 2022
2.45%
31 Jul 2022 - 31 Jul 2022
2.45%
30 Jun 2022 - 31 Jul 2022
2.50%
30 Jun 2022 - 30 Jun 2022
2.50%
31 May 2022 - 30 Jun 2022
2.56%
31 May 2022 - 31 May 2022
2.56%
30 Apr 2022 - 31 May 2022
2.59%
30 Apr 2022 - 30 Apr 2022
2.59%
31 Mar 2022 - 30 Apr 2022
2.50%
31 Mar 2022 - 31 Mar 2022
2.50%
28 Feb 2022 - 31 Mar 2022
2.50%
28 Feb 2022 - 28 Feb 2022
2.50%
31 Jan 2022 - 28 Feb 2022
2.79%
31 Dec 2021 - 31 Jan 2022
2.49%
30 Nov 2021 - 31 Dec 2021
2.44%
31 Oct 2021 - 30 Nov 2021
2.44%
30 Sep 2021 - 31 Oct 2021
2.44%
31 Aug 2021 - 30 Sep 2021
2.44%
31 Jul 2021 - 31 Aug 2021
2.45%
30 Sep 2020 - 31 Jul 2021
1.81%
31 Mar 2020 - 30 Sep 2020
1.62%
30 Sep 2019 - 31 Mar 2020
1.69%
31 Mar 2019 - 30 Sep 2019
2.22%
30 Sep 2018 - 31 Mar 2019
2.76%
31 Mar 2018 - 30 Sep 2018
2.91%
Expense ratio, exit load and taxExpense ratio: 2.47%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 30 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementAsit Bhandarkar
Feb 2009 - Present
View details
Education
Mr. Bhandarkar is a B.Com (H) and MMS.
Experience
Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
Also manages these schemes
JM Large Cap Fund IDCW
JM Large Cap Fund Growth
JM Equity Hybrid Fund IDCW
JM Equity Hybrid Fund Growth
JM Value Fund Growth
JM Arbitrage Fund Growth
JM Arbitrage Fund IDCW
JM Value Fund IDCW
JM Tax Gain Fund IDCW
JM Tax Gain Fund Growth
JM Focused Fund IDCW
JM Focused Fund Growth
JM Arbitrage Fund Direct IDCW
JM Arbitrage Fund Direct Growth
JM Equity Hybrid Fund Direct IDCW
JM Equity Hybrid Fund Direct Growth
JM Value Fund Direct Plan IDCW
JM Value Fund Direct Plan Growth
JM Focused Direct Plan IDCW
JM Focused Direct Plan Growth
JM Large Cap Fund Direct Plan IDCW
JM Large Cap Fund Direct Plan Growth
JM Tax Gain Direct Plan IDCW
JM Tax Gain Direct Plan Growth
JM Arbitrage Fund Bonus
JM Arbitrage Fund Direct Bonus
JM Equity Hybrid Fund Direct Annual Bonus
JM Equity Hybrid Fund IDCW Yearly
JM Equity Hybrid Fund Direct IDCW Yearly
JM Arbitrage Fund Annual Bonus
JM Arbitrage Fund Direct Annual Bonus
JM Arbitrage Fund Quarterly Bonus
JM Arbitrage Fund Direct Half Yearly Bonus
JM Arbitrage Fund Direct Quarterly Bonus
JM Arbitrage Fund Half Yearly Bonus
JM Equity Hybrid Fund Bonus
JM Equity Hybrid Fund Direct Bonus
JM Equity Hybrid Fund Direct IDCW Half Yearly
JM Equity Hybrid Fund Half Yearly Bonus
JM Equity Hybrid Fund IDCW Monthly
JM Equity Hybrid Fund IDCW Quarterly
JM Equity Hybrid Fund Direct IDCW Quarterly
JM Equity Hybrid Fund Annual Bonus
JM Equity Hybrid Fund IDCW Half Yearly
JM Equity Hybrid Fund Direct Half Yearly Bonus
JM Equity Hybrid Fund Quarterly Bonus
JM Equity Hybrid Fund Direct Quarterly Bonus
JM Equity Hybrid Fund Direct IDCW Monthly
JM Large Cap Fund IDCW Quarterly
JM Large Cap Fund IDCW Half Yearly
JM Large Cap Fund Direct Plan IDCW Monthly
JM Large Cap Fund Direct Plan IDCW Half Yearly
JM Large Cap Fund Direct Plan IDCW Yearly
JM Large Cap Fund IDCW Monthly
JM Large Cap Fund Direct Plan IDCW Quarterly
JM Large Cap Fund IDCW Yearly
JM Arbitrage Fund IDCW Yearly
JM Arbitrage Fund IDCW Monthly
JM Arbitrage Fund IDCW Quarterly
JM Arbitrage Fund IDCW Half Yearly
JM Arbitrage Fund Direct IDCW Half Yearly
JM Arbitrage Fund Direct IDCW Monthly
JM Arbitrage Fund Direct IDCW Yearly
JM Arbitrage Fund Direct IDCW Quarterly
Chaitanya Choksi
Jul 2014 - Present
View details
Education
Mr. Choksi is a MMS (Finance) and CFA.
Experience
Prior to joining JM Financials he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.
Also manages these schemes
JM Large Cap Fund IDCW
JM Large Cap Fund Growth
JM Equity Hybrid Fund IDCW
JM Equity Hybrid Fund Growth
JM Arbitrage Fund Growth
JM Arbitrage Fund IDCW
JM Tax Gain Fund IDCW
JM Tax Gain Fund Growth
JM Focused Fund IDCW
JM Focused Fund Growth
JM Flexicap Fund Growth
JM Flexicap Fund IDCW
JM Arbitrage Fund Direct IDCW
JM Arbitrage Fund Direct Growth
JM Equity Hybrid Fund Direct IDCW
JM Equity Hybrid Fund Direct Growth
JM Focused Direct Plan IDCW
JM Focused Direct Plan Growth
JM Large Cap Fund Direct Plan IDCW
JM Large Cap Fund Direct Plan Growth
JM Flexicap Fund Direct Plan IDCW
JM Flexicap Fund Direct Plan Growth
JM Tax Gain Direct Plan IDCW
JM Tax Gain Direct Plan Growth
JM Arbitrage Fund Bonus
JM Arbitrage Fund Direct Bonus
JM Equity Hybrid Fund Direct Annual Bonus
JM Equity Hybrid Fund IDCW Yearly
JM Equity Hybrid Fund Direct IDCW Yearly
JM Arbitrage Fund Annual Bonus
JM Arbitrage Fund Direct Annual Bonus
JM Arbitrage Fund Quarterly Bonus
JM Arbitrage Fund Direct Half Yearly Bonus
JM Arbitrage Fund Direct Quarterly Bonus
JM Arbitrage Fund Half Yearly Bonus
JM Equity Hybrid Fund Bonus
JM Equity Hybrid Fund Direct Bonus
JM Equity Hybrid Fund Direct IDCW Half Yearly
JM Equity Hybrid Fund Half Yearly Bonus
JM Equity Hybrid Fund IDCW Monthly
JM Equity Hybrid Fund IDCW Quarterly
JM Equity Hybrid Fund Direct IDCW Quarterly
JM Equity Hybrid Fund Annual Bonus
JM Equity Hybrid Fund IDCW Half Yearly
JM Equity Hybrid Fund Direct Half Yearly Bonus
JM Equity Hybrid Fund Quarterly Bonus
JM Equity Hybrid Fund Direct Quarterly Bonus
JM Equity Hybrid Fund Direct IDCW Monthly
JM Large Cap Fund IDCW Quarterly
JM Large Cap Fund IDCW Half Yearly
JM Large Cap Fund Direct Plan IDCW Monthly
JM Large Cap Fund Direct Plan IDCW Half Yearly
JM Large Cap Fund Direct Plan IDCW Yearly
JM Large Cap Fund IDCW Monthly
JM Large Cap Fund Direct Plan IDCW Quarterly
JM Large Cap Fund IDCW Yearly
JM Arbitrage Fund IDCW Yearly
JM Arbitrage Fund IDCW Monthly
JM Arbitrage Fund IDCW Quarterly
JM Arbitrage Fund IDCW Half Yearly
JM Arbitrage Fund Direct IDCW Half Yearly
JM Arbitrage Fund Direct IDCW Monthly
JM Arbitrage Fund Direct IDCW Yearly
JM Arbitrage Fund Direct IDCW Quarterly
JM Midcap Fund Regular Growth
JM Midcap Fund Regular IDCW
JM Midcap Fund Direct IDCW
JM Midcap Fund Direct Growth
Gurvinder Singh Wasan
Dec 2022 - Present
View details
Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes
JM Large Cap Fund IDCW
JM Large Cap Fund Growth
JM Equity Hybrid Fund IDCW
JM Equity Hybrid Fund Growth
JM Medium to Long Duration Fund IDCW Quarterly
JM Medium to Long Duration Fund Growth
JM Value Fund Growth
JM Medium to Long Duration Fund Bonus
Sundaram Short Duration Fund Growth
Principal Short Term Debt Fund-Dividend Monthly
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
JM Dynamic Bond Fund IDCW Quarterly
JM Dynamic Bond Fund Growth
JM Dynamic Bond Fund Premium Plan IDCW Fortnightly
JM Dynamic Bond Fund Premium Plan Growth
Principal Corporate Bond Fund IDCW Monthly
Principal Corporate Bond Fund IDCW Quarterly
Principal Corporate Bond Fund Growth
Principal Credit Risk Fund Growth
Principal Credit Risk Fund IDCW Monthly
JM Arbitrage Fund Growth
JM Arbitrage Fund IDCW
JM Dynamic Bond Fund IDCW Weekly
JM Dynamic Bond Fund Premium Plan IDCW Daily
JM Dynamic Bond Fund IDCW Daily
JM Value Fund IDCW
JM Tax Gain Fund IDCW
JM Tax Gain Fund Growth
JM Focused Fund IDCW
JM Focused Fund Growth
JM Flexicap Fund Growth
JM Flexicap Fund IDCW
Principal Credit Risk Fund Direct IDCW Monthly
Principal Credit Risk Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Principal Short Term Debt Fund - Direct - Monthly Dividend
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Principal Equity Savings Fund - Direct - Growth
Principal Corporate Bond Fund Direct IDCW Monthly
Principal Corporate Bond Fund Direct Growth
JM Medium to Long Duration Fund Direct Bonus
JM Medium to Long Duration Fund Direct Growth
JM Medium to Long Duration Fund Direct IDCW Quarterly
JM Dynamic Bond Fund Direct IDCW Daily
JM Dynamic Bond Fund Direct IDCW Weekly
JM Dynamic Bond Fund Direct IDCW Quarterly
JM Dynamic Bond Fund Direct Growth
JM Arbitrage Fund Direct IDCW
JM Arbitrage Fund Direct Growth
JM Equity Hybrid Fund Direct IDCW
JM Equity Hybrid Fund Direct Growth
JM Value Fund Direct Plan IDCW
JM Value Fund Direct Plan Growth
JM Focused Direct Plan IDCW
JM Focused Direct Plan Growth
JM Large Cap Fund Direct Plan IDCW
JM Large Cap Fund Direct Plan Growth
JM Flexicap Fund Direct Plan IDCW
JM Flexicap Fund Direct Plan Growth
JM Tax Gain Direct Plan IDCW
JM Tax Gain Direct Plan Growth
JM Dynamic Bond Fund Direct Bonus
JM Dynamic Bond Fund Bonus
JM Arbitrage Fund Direct Bonus
JM Equity Hybrid Fund Direct Annual Bonus
JM Equity Hybrid Fund IDCW Yearly
JM Equity Hybrid Fund Direct IDCW Yearly
JM Dynamic Bond Fund Direct Half Yearly Bonus
JM Dynamic Bond Fund Half Yearly Bonus
JM Dynamic Bond Fund IDCW Monthly
JM Arbitrage Fund Annual Bonus
JM Arbitrage Fund Direct Annual Bonus
JM Arbitrage Fund Quarterly Bonus
JM Arbitrage Fund Direct Half Yearly Bonus
JM Arbitrage Fund Direct Quarterly Bonus
JM Arbitrage Fund Half Yearly Bonus
JM Equity Hybrid Fund Bonus
JM Equity Hybrid Fund Direct Bonus
JM Equity Hybrid Fund Direct IDCW Half Yearly
JM Equity Hybrid Fund Half Yearly Bonus
JM Equity Hybrid Fund IDCW Monthly
JM Equity Hybrid Fund IDCW Quarterly
JM Equity Hybrid Fund Direct IDCW Quarterly
JM Equity Hybrid Fund Annual Bonus
JM Equity Hybrid Fund IDCW Half Yearly
JM Equity Hybrid Fund Direct Half Yearly Bonus
JM Equity Hybrid Fund Quarterly Bonus
JM Equity Hybrid Fund Direct Quarterly Bonus
JM Equity Hybrid Fund Direct IDCW Monthly
JM Dynamic Bond Fund Direct IDCW Monthly
JM Large Cap Fund IDCW Quarterly
JM Large Cap Fund IDCW Half Yearly
JM Large Cap Fund Direct Plan IDCW Monthly
JM Large Cap Fund Direct Plan IDCW Half Yearly
JM Large Cap Fund Direct Plan IDCW Yearly
JM Large Cap Fund IDCW Monthly
JM Large Cap Fund Direct Plan IDCW Quarterly
JM Large Cap Fund IDCW Yearly
JM Arbitrage Fund IDCW Yearly
JM Arbitrage Fund IDCW Monthly
JM Arbitrage Fund IDCW Quarterly
JM Arbitrage Fund IDCW Half Yearly
JM Arbitrage Fund Direct IDCW Half Yearly
JM Arbitrage Fund Direct IDCW Monthly
JM Arbitrage Fund Direct IDCW Yearly
JM Arbitrage Fund Direct IDCW Quarterly
JM Low Duration Fund IDCW Daily
JM Low Duration Fund Direct Plan IDCW Daily
JM Low Duration Fund IDCW Fortnightly
JM Low Duration Fund Direct Plan IDCW Fortnightly
JM Low Duration Fund Growth
JM Low Duration Fund IDCW Weekly
JM Low Duration Fund Bonus
JM Low Duration Fund Direct Plan IDCW Weekly
JM Low Duration Fund Direct Plan Growth
JM Arbitrage Fund Bonus
JM Short Duration Fund Regular Growth
JM Short Duration Fund Regular IDCW
JM Short Duration Fund Direct IDCW
JM Short Duration Fund Direct Growth
Fund house & investment objective
JM Financial Mutual Fund
Rank (total assets)#32 in India
Total AUM₹1,917.53Cr
Date of Incorporation15 Sep 1994
 JM Focused Fund IDCW is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Asit Bhandarkar, Chaitanya Choksi is the Current Fund Manager of JM Focused Fund IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,918 Cr and the Latest NAV as of 27 Sep 2023 is ₹14.87.
The JM Focused Fund IDCW is rated Very High risk. Minimum SIP Investment is set to ₹100. Exit load of 1%, if redeemed within 30 days.
;
Investment ObjectiveThe 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 benchmarkS&P BSE 500 Total Return Index
Scheme Information Document(SID)
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
[email protected]
Website
www.JMFinancialmf.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
JM Focused Fund IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	29.1%	25.5%	12.6%	2.6%
Category average	15.8%	21.8%	12.9%	NA
Rank with in category	3	10	63	NA

Name	Sector	Instrument	Assets
REC Ltd.	Financial	Equity	6.5%
ITC Ltd.	Consumer Staples	Equity	4.9%
Larsen & Toubro Ltd.	Construction	Equity	4.8%
Ultratech Cement Ltd.	Construction	Equity	4.3%
Maruti Suzuki India Ltd.	Automobile	Equity	4.3%
Amber Enterprises India Ltd.	Consumer Discretionary	Equity	4.2%
HDFC Bank Ltd.	Financial	Equity	4.0%
One97 Communications Ltd.	Services	Equity	3.8%
Poonawalla Fincorp Ltd.	Financial	Equity	3.8%
TVS Motor Company Ltd.	Automobile	Equity	3.8%

Rank (total assets)	#32 in India
Total AUM	₹1,917.53Cr

Date of Incorporation	15 Sep 1994

Fund benchmark	S&P BSE 500 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	2
Fund size	₹51.83Cr

JM Focused Fund IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (27)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.47%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Asit BhandarkarFeb 2009 - PresentView details

Chaitanya ChoksiJul 2014 - PresentView details

Gurvinder Singh WasanDec 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Asit Bhandarkar
Feb 2009 - Present
View details

Chaitanya Choksi
Jul 2014 - Present
View details

Gurvinder Singh Wasan
Dec 2022 - Present
View details