- Mutual Funds
- JM Mutual Fund
- JM Focused Fund (Growth)
Formerly JM Core 11 Gr
Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.9749
NAV (Apr 18)
Fund Returns
Last 1Y | 50% |
Last 3Y | 21.8% |
Last 5Y | 13.9% |
Last 10Y | 15.8% |
Since Inception | 3.7% |
6 Month CAGR | 20.5% |
Scheme Information
The investment objective of the Scheme is to generate long-term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies. However there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns
Expense Ratio | 2.4 |
Launched (16y ago) | Mar 05, 2008 |
AUM in Crores | 88.956 |
ISIN | INF192K01577 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.3 |
Standard Deviation (5yr) | 20.3 |
Beta (3yr) | 0.91 |
Beta (5yr) | 1 |
Sharpe Ratio (3yr) | 1.099 |
Sharpe Ratio (5yr) | 0.483 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Focused Fund (Growth) | 10,34,259 | 3,01,647 | 13.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
5.8%larsen & toubro ltd
5.4%hdfc bank ltd
5.2%infosys ltd
4.9%hitachi energy india ltd ordinary shares
4.6%Allocation by Sector
consumer cyclical
27.9%financial services
24.1%technology
16.1%industrials
13.5%utilities
5.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
JM Financial Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.8% | 14.9% | ||
27.8% | 14.8% | ||
27.8% | 14.8% | ||
28.4% | 16.9% | ||
21.5% | 9.2% |
JM Focused Fund (G) Review
JM Focused Fund (G) is a Focused Equity fund and has delivered an annualised return of 3.7% over a period of 16 years. The fund was previously known as JM Core 11 Gr. The fund is managed by JM Financial Asset Management Limited. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Gurvinder Wasan.
Nav of JM Focused Fund (G) as of 4/18/2024 is ₹17.97 with the total AUM as of 4/19/2024 is ₹88.956. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Focused Fund (G) was launched on Mar 05, 2008. The category risk of the fund is Very High Risk.
The minimum SIP amount for JM Focused Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
JM Focused Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
JM Focused Fund (G) is rated as a 2 fund in Equity and delivered 50% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Focused Fund (G).
Frequently Asked Questions
What is JM Focused Fund (G)?
How to invest in JM Focused Fund (G)?
You can invest in JM Focused Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of JM Focused Fund (G)?
The minimum sip amount for JM Focused Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is JM Focused Fund (G) good to invest in?
As per Scripbox experts, JM Focused Fund (G) is a Neutral fund. You can investJM Focused Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the JM Focused Fund (G)?
The expense ratio of the JM Focused Fund (G) is 2.4% for regular plan.