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

Formerly JM Multicap Gr

JM Mutual Fund

JM Flexicap Fund (Growth)

EquityDiversified

52.7604

NAV (Jan 21)

17.2%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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 ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

191 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

Historical NAV

52.7604

NAV (Jan 21)

Fund Returns

Last 1Y

29.7%

Last 3Y

21.5%

Last 5Y

17.2%

Last 10Y

16.6%

Since Inception

13.3%

6 Month CAGR

16.9%

info-icon-blue

Scheme Information

Investment Objective

JM Flexicap Fund is an open-ended diversified equity fund which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market capitalisation. 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

2.52

Launched (14y ago)

Sep 23, 2008

AUM in Crores

190.908

ISIN

INF192K01635

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Sanjay Chhabaria

Fund Manager

user-avatar

Satish Ramanathan

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,146 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,54 debt and 31 hybrid funds.

amc-img

  • tel-amc-about
    022-61987704
  • mail-amc-about
    investor@jmfl.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.7%

    7.4%

    4.5%

    7%

    4.5%

    7.5%

    4.5%

    6.9%

    3.8%

    5.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    JM Flexicap Fund (G) Review

    JM Flexicap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 13.3% over a period of 13 years. The fund was previously known as JM Multicap Gr. The fund is managed by JM Financial Asset Management Limited. The fund managers are Sanjay Chhabaria, Satish Ramanathan.

    Nav of JM Flexicap Fund (G) as of 21/01/2022 is ₹52.76 with the total AUM as of 24/01/2022 is ₹190.908. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Flexicap Fund (G) was launched on Sep 23, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for JM Flexicap 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 Flexicap 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 Flexicap Fund (G) is rated as a 3 fund in Equity and delivered 29.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Flexicap Fund (G).

    Frequently Asked Questions

    What is JM Flexicap Fund (G)?

    How to invest in JM Flexicap Fund (G)?

    What is the minimum sip amount of JM Flexicap Fund (G)?

    Is JM Flexicap Fund (G) good to invest in?

    What is the expense ratio of the JM Flexicap Fund (G)?