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

Formerly JM Multicap Gr

JM Mutual Fund

JM Flexicap Fund (Growth)

EquityFlexi Cap
Top Ranked

104.1071

NAV (Jul 19)

27.1%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within flexi cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

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

Outperformance Consistency

Category Leader

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

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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

105.7323

NAV (Jul 18)

Fund Returns

Last 1Y
61.8%
Last 3Y
31.8%
Last 5Y
27.5%
Last 10Y
18.8%
Since Inception
16%
6 Month CAGR
30.5%

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
1.93
Launched (16y ago)
Sep 23, 2008
AUM in Crores
2472.063
ISIN
INF192K01635
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.4
Standard Deviation (5yr)
18.8
Beta (3yr)
0.93
Beta (5yr)
0.91
Sharpe Ratio (3yr)
1.718
Sharpe Ratio (5yr)
1.097
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
JM Flexicap Fund (Growth)70%14,82,189 7,49,57727.1%
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 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 7,701 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,71 debt and 15 hybrid funds.amc-img
phone-img022-61987704
Fund NameScripbox Opinion
Till Date CAGR

32.4%

16.1%

32.4%

15.9%

32.4%

15.9%

32%

17.5%

25.2%

10.3%

JM Flexicap Fund (G) Review

JM Flexicap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 16.1% over a period of 15 years. The fund was previously known as JM Multicap Gr. The fund is managed by JM Financial Asset Management Limited. The fund manager’s name is null.

Nav of JM Flexicap Fund (G) as of 7/19/2024 is ₹104.11 with the total AUM as of 7/20/2024 is ₹2472.063. 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 4 fund in Equity and delivered 67.7% 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 instruments 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 Top Ranked 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 1.93% for regular plan.