JM Flexicap Fund Growth

Equity
Flexi Cap
Very High Risk
52.58%
1Y return
+0.86% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹47.72
Min. SIP Amount₹500
Rating4star
Fund Size₹173.61 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns52.6%13.5%14.8%12.8%
Category average52.1%14.5%14.5%NA
Rank with in category282214NA
Understand termsinfo

Holdings (38)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity6.4%
HDFC Bank Ltd.FinancialEquity5.0%
Bajaj Finance Ltd.FinancialEquity4.7%
State Bank of India
FinancialEquity4.2%
SKF India Ltd.EngineeringEquity4.1%
Cummins India Ltd.EngineeringEquity4.0%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity3.8%
Bajaj Finserv Ltd.FinancialEquity3.7%
Titan Company Ltd.Consumer DurableEquity3.7%
Larsen & Toubro Ltd.ConstructionEquity3.6%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

  • Age is more than 10 years
  • 5Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.46186531%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 60 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 termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Sanjay Kumar Chhabaria
Feb 2009 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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