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

Formerly JM Multicap Gr

JM Mutual Fund

JM Flexicap Fund (Growth)

EquityFlexi Cap

57.0718

NAV (Dec 06)

13.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in flexi cap mutual funds.

Flexi cap 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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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

57.0718

NAV (Dec 6)

Fund Returns

Last 1Y

13.7%

Last 3Y

18.7%

Last 5Y

13.8%

Last 10Y

15.5%

Since Inception

13%

6 Month CAGR

18.4%

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

2.58

Launched (14y ago)

Sep 23, 2008

AUM in Crores

238.315

ISIN

INF192K01635

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.9

Standard Deviation (5yr)

19.2

Beta (3yr)

0.93

Beta (5yr)

0.92

Sharpe Ratio (3yr)

0.681

Sharpe Ratio (5yr)

0.487

YTM

0

Fund Managers

Satish Ramanathan

Fund Manager

Chaitanya Choksi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-06

Top Stock Holdings

hdfc bank ltd

6.5%
6.5%

icici bank ltd

5.8%
5.8%

larsen & toubro ltd

5.2%
5.2%

infosys ltd

4.4%
4.4%

axis bank ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

27.9%
27.9%

consumer cyclical

16.8%
16.8%

industrials

15.2%
15.2%

technology

10.2%
10.2%

consumer defensive

8.7%
8.7%
See all sectors

Compare JM Flexicap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,796 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

    18.7%

    13%

    18.5%

    7.7%

    21.3%

    11.8%

    21.3%

    8.3%

    21.3%

    9.5%

    JM Flexicap Fund (G) Review

    JM Flexicap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 13% over a period of 14 years. The fund was previously known as JM Multicap Gr. The fund is managed by JM Financial Asset Management Limited. The fund managers are Chaitanya Choksi, Satish Ramanathan.

    Nav of JM Flexicap Fund (G) as of 12/6/2022 is ₹57.07 with the total AUM as of 12/7/2022 is ₹238.315. 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 13.7% 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)?

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

    How to invest in JM Flexicap Fund (G)?

    You can invest in JM Flexicap 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 Flexicap Fund (G)?

    The minimum sip amount for JM Flexicap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

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

    As per Scripbox experts, JM Flexicap Fund (G) is a Neutral fund. You can investJM Flexicap 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 Flexicap Fund (G)?

    The expense ratio of the JM Flexicap Fund (G) is 2.58% for regular plan.