JM Mutual Fund

JM Focused Fund Direct Plan Growth

EquityFocused
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Top Ranked

₹ 20.91

NAV (Apr 11)

22.08%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within focused mutual funds.
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

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

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Scheme Information

Investment Objective

The scheme seeks to generate long-term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies.

Expense Ratio
0.78 %
Launched
-
AUM in Crores
246.6
ISIN
INF192K01BW7
Lock-in (days)
No Lock-in
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.9
Beta
0.9
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

5.09%
5.094%

Zomato Ltd.

5%
4.996%

Petronet LNG Ltd.

4.46%
4.464%

Havells India Ltd.

4.18%
4.179%

Tata Motors Ltd. - DVR Ordinary [Merged]

4.16%
4.155%
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Allocation by Sector

Financial

26.4%
26.395855%

Services

16.14%
16.140848%

Automobile

9.33%
9.334101%

Technology

8.72%
8.722342%

Healthcare

7.48%
7.481937%
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Frequently Asked Questions

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