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  • JM Financial Asset Management Limited
  • JM Multicap Fund (Growth)

Formerly JM Multi Strategy Gr

JM Multicap Fund (Growth)

JM Multicap Fund (Growth)

Equity

Diversified

Top Ranked

35.5289

NAV (Nov 20)

Scripbox Opinion

Top Ranked

This fund is a good choice within diversified mutual funds.

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

12 Years

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

Relative Size

129 Cr

Small within the category

Category View

Positive

The category has a positive investment outlook

Consistency Of Performance

Good

The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
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    3 years
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    Grow Wealth , Retirement , Kid's Education
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Scheme Information

Investment Objective

JM Multicap 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.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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Moderately High risk

0 %

Expense Ratio

Sep 23, 2008

Launched (12y ago)

₹ 129

AUM in Crores

INF192K01635

ISIN

No Lock-in

Lock-in

S&P BSE 500 India TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Sanjay Chhabaria

Fund Manager

calculator

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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-20

Top Stock Holdings

Hdfc bank ltd

10.5%
10.5%

Housing development finance corp ltd

5.7%
5.7%

Bajaj finance ltd

5.6%
5.6%

Asian paints ltd

5.4%
5.4%

Maruti suzuki india ltd

4.8%
4.8%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

39.8%
90%

Consumer cyclical

17.3%
90%

Basic materials

15.7%
90%

Industrials

9.5%
90%

Consumer defensive

6.9%
90%
See all sectorsright-arrow
comparison

Comparison with Equity Funds

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16 Years

Age

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Track Record

HDFC Index Nifty 50 fund (G)

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Age

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Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

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20 Years

Age

5

Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

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Recommended

Top Ranked

25 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

24 Years

Age

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Track Record

amc-icon

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 3,640 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.

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  • tel-amc-about
    022-61987704
  • mail-amc-about
    investor@jmfl.com
  • JM Multicap Fund (G)

    JM Multicap Fund (G)

    Diversified

    Top Ranked

    ₹ 128 Cr

    Fund Size

    4.9%

    3Y returns

    JM Large Cap Fund (G)

    JM Large Cap Fund (G)

    Large Cap

    Top Ranked

    ₹ 337 Cr

    Fund Size

    6.3%

    3Y returns

    JM Liquid Fund Super Institutional (G)

    JM Liquid Fund Super Institutional (G)

    Liquid

    Top Ranked

    ₹ 2,404 Cr

    Fund Size

    6.1%

    3Y returns

    JM Liquid Fund (G)

    JM Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 2,404 Cr

    Fund Size

    6.1%

    3Y returns

    JM Large Cap Fund (DP-Q)

    JM Large Cap Fund (DP-Q)

    Large Cap

    Top Ranked

    ₹ 337 Cr

    Fund Size

    6.3%

    3Y returns

    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
      3 years
    • 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
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

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    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

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 12 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About JM Multicap Fund (G)

    About JM Multicap Fund (G)

    JM Multicap Fund (G) is a diversified equity fund and has delivered an annualised return of 11.0% over a period of 12 years .The fund was previously known as JM Multi Strategy Gr.The fund is managed by JM Financial Asset Management Limited.The fund manager’s name is Sanjay Chhabaria.

    JM Multicap Fund (G) Investment Objective

    JM Multicap 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. However, there is no assurance that the objective of the scheme will be realized.

    JM Multicap Fund (G) NAV,AUM,Risk

    The JM Multicap Fund (G) fund was launched on Sep 23, 2008. The NAV (Net Asset Value) of this diversified equity as of 2020-11-20 is ₹ 35.5289. The total AUM (Asset Under Management) of the fund as of 2020-11-21 is ₹ 128.708. The category risk of the JM Multicap Fund (G) fund is Moderately High risk. The fund charges 0.0 % as expense ratio.

    JM Multicap Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 99.0% in this asset class. The top three holdings of the fund are britannia industries limited,hdfc bank ltd and housing development finance corp ltd

    JM Multicap Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    JM Multicap Fund (G) Investment volatility and Horizon

    This fund 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 Multicap Fund (G) Review

    JM Multicap Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, JM Multicap Fund (G) has a score of 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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