JM Focused Fund Growth

Equity
Focused
Very High Risk
23.30%
3Y annualised
+0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 May 2024₹19.13
Min. SIP amountNot Supported
Rating4
Fund size₹97.82Cr

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 Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns51.5%23.3%15.9%4.1%
Category average37.7%18.2%16.6%NA
Rank with in category71027NA
Understand terms

Holdings (30)

NameSectorInstrumentAssets
Capital GoodsEquity4.90%
FinancialEquity4.76%
Capital GoodsEquity4.15%
FinancialEquity4.04%
Capital GoodsEquity4.02%
AutomobileEquity3.98%
AutomobileEquity3.97%
Capital GoodsEquity3.86%
Capital GoodsEquity3.73%
TechnologyEquity3.72%
See All

Expense ratio, exit load and tax

Expense ratio: 2.39%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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 amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Asit 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

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

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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