AB
Asit BhandarkarFund Manager Since 25 Feb 2009
EquityFocused Fund
JM Focused Fund (Direct) - Growth Option
3Y Annualised
18.17%
-1.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
9.53%
-1.04% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 2 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹247.55 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.01%
If the units are redeemed/switched out on or before 30 days from the date of allotment 1.00%. If the units are redeemed / switched out after 30 days from the date of allotment Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Quant Focused fund Growth Option Direct Plan
11.64%
2nd
Quant Focused fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan
11.64%
3rd
Quant Focused fund Payout of Income Distribution cum capital withdrawal option Option Direct Plan
11.64%
4th
Quant Focused fund Reinvestment of Income Distribution cum capital withdrawal option
11.50%
5th
Quant Focused fund Payout of Income Distribution cum capital withdrawal option
11.50%
23rd
JM Focused Fund (Direct) - Growth Option
9.53%
Fund Managers
CC
Chaitanya ChoksiFund Manager Since 18 Jul 2014
About JM Focused Fund (Direct) - Growth Option
JM Focused Fund (Direct) - Growth Option is a Equity mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 13 years, having been launched on 2013-01-01. JM Focused Fund (Direct) - Growth Option has ₹247.55 Cr worth of assets under management (AUM) as of Sat Apr 25 2026. The latest Net Asset Value (NAV) of JM Focused Fund (Direct) - Growth Option as of Fri Apr 24 2026 is ₹22.4123. The fund has an expense ratio of 0.84%, which is medium comparable to most other Equity funds.
JM Focused Fund (Direct) - Growth Option returns for the last 1 year are 2.22%. Since launch, it has delivered 14.07% average annual returns.
The JM Focused Fund (Direct) - Growth Option has the majority of its money invested in Financial Services, Consumer Cyclical, Industrials, Consumer Defensive, Technology sectors.
Top 5 Holdings of JM Focused Fund (Direct) - Growth Option.
- Ujjivan Small Finance Bank Ltd Ordinary Shares: 5.72%
- Titan Co Ltd: 5.20%
- Larsen & Toubro Ltd: 5.17%
- ITC Ltd: 4.88%
- Amber Enterprises India Ltd Ordinary Shares: 4.78%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| investor@jmfl.com | |
| Phone | +91 22 61987777 |
| Website | www.jmfinancialmf.com |
| Address | JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East |
Tax Implications of JM Focused Fund (Direct) - Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from JM Financial Asset Management Limited
JM Value Fund (Direct) - Growth
EquityValue
3Y CAGR
19.63%
expense ratio
1.25%
fund size
₹721.39 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
18.17%
expense ratio
0.84%
fund size
₹247.55 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
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18.19%
expense ratio
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fund size
₹195.75 Cr
JM Liquid Fund Growth
Capital PreservationLiquid
3Y CAGR
6.84%
expense ratio
0.26%
fund size
₹2566.84 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
20.34%
expense ratio
0.68%
fund size
₹4504.47 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
