|Min SIP Amount||₹500|
|NAV||₹49.48 (15 Jun 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹169 Cr|
|HDFC Bank Ltd.||Financial||Equity||7.8%|
|Bajaj Finance Ltd.||Financial||Equity||4.6%|
|Mahindra & Mahindra Financial Services Ltd.||Financial||Equity||4.0%|
|SKF India Ltd.||Engineering||Equity||3.9%|
|State Bank of India||Financial||Equity||3.8%|
|Cummins India Ltd.||Engineering||Equity||3.8%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.7%|
|Bajaj Finserv Ltd.||Financial||Equity||3.7%|
|Ashok Leyland Ltd.||Automobile||Equity||3.4%|
JM Flexicap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sanjay Kumar Chhabaria is the Current Fund Manager of JM Flexicap Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹169 Cr and the Latest NAV as of 15 Jun 2021 is ₹49.48.
The JM Flexicap Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1%, if redeemed within 60 days.
The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile.
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.