• Mutual Funds
  • JM Mutual Fund
  • JM Focused Fund (Growth)

Formerly JM Core 11 Gr

JM Mutual Fund

JM Focused Fund (Growth)

EquityFocused

17.7675

NAV (Mar 01)

15.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in focused mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Invest in this fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.7675

NAV (Mar 1)

Fund Returns

Last 1Y
47.9%
Last 3Y
20.7%
Last 5Y
15.3%
Last 10Y
16.8%
Since Inception
3.7%
6 Month CAGR
21.5%

Scheme Information

Investment Objective

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
2.47
Launched (16y ago)
Mar 05, 2008
AUM in Crores
87.329
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)
20.5
Beta (3yr)
0.91
Beta (5yr)
1
Sharpe Ratio (3yr)
1.107
Sharpe Ratio (5yr)
0.557
YTM
0
Fund Managers

Chaitanya Choksi

Fund Manager

Gurvinder Wasan

Fund Manager

Asit Bhandarkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
JM Focused Fund (Growth)70%10,72,919 3,40,30715.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-03-01

Top Stock Holdings

bank of baroda

5.2%
5.2%

hero motocorp ltd

4.8%
4.8%

tata motors ltd class a

4.7%
4.7%

hitachi energy india ltd ordinary shares

4.1%
4.1%

rec ltd

4.1%
4.1%
See all holdings

Allocation by Sector

consumer cyclical

29.5%
29.5%

financial services

18.7%
18.7%

technology

14.2%
14.2%

basic materials

9.1%
9.1%

industrials

8.9%
8.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 20,949 cr

₹ 13,846 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 5,762 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,70 debt and 15 hybrid funds.amc-img
022-61987704
investor@jmfl.com
Fund NameScripbox Opinion
Till Date CAGR

26.8%

15%

27.7%

17%

22.5%

12.7%

22.5%

12.7%

22.5%

12.6%

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 15 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 3/1/2024 is ₹17.77 with the total AUM as of 3/3/2024 is ₹87.329. 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 1 fund in Equity and delivered 47.9% 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)?

JM Focused Fund (G) is a Focused Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 Not Recommended 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 2.47% for regular plan.