AB
Asit BhandarkarFund Manager Since 25 Feb 2009
EquityFocused Fund
JM Focused Fund (Direct) - Growth Option
3Y Annualised
19.71%
0.45% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.80%
0.45% 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
3 years 10 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹246.58 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
L&T Focused Equity Fund Direct Reinvestment of Income Dis cum Cap Wrdl
9.37%
2nd
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
9.37%
3rd
L&T Focused Equity Fund Direct Growth
9.36%
4th
L&T Focused Equity Fund Regular Growth
9.26%
5th
L&T Focused Equity Fund Regular Payout of Income Dis cum Cap Wrdl
9.25%
158th
JM Focused Fund (Direct) - Growth Option
1.80%
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 12 years, having been launched on 2013-01-01. JM Focused Fund (Direct) - Growth Option has ₹246.58 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of JM Focused Fund (Direct) - Growth Option as of Thu Apr 24 2025 is ₹21.9258. The fund has an expense ratio of 0.74%, which is medium comparable to most other Equity funds.
JM Focused Fund (Direct) - Growth Option returns for the last 1 year are 5.58%. Since launch, it has delivered 15.15% average annual returns.
The JM Focused Fund (Direct) - Growth Option has the majority of its money invested in Financial Services, Industrials, Consumer Cyclical, Technology sectors.
Top 5 Holdings of JM Focused Fund (Direct) - Growth Option.
- Bajaj Finance Ltd: 6.53%
- Cholamandalam Investment and Finance Co Ltd: 5.34%
- InterGlobe Aviation Ltd: 5.19%
- HDFC Bank Ltd: 4.89%
- REC Ltd: 4.75%
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
24.81%
expense ratio
0.93%
fund size
₹987.88 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
19.71%
expense ratio
0.74%
fund size
₹246.58 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
18.86%
expense ratio
2.37%
fund size
₹183.63 Cr
JM Liquid Fund Growth
Money MarketLiquid
3Y CAGR
6.74%
expense ratio
0.26%
fund size
₹3586.63 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
25.10%
expense ratio
0.56%
fund size
₹5263.18 Cr
FAQs
What is the current NAV of JM Focused Fund (Direct) - Growth Option?
What are the average returns of JM Focused Fund (Direct) - Growth Option?
How do I invest in JM Focused Fund (Direct) - Growth Option?
What is the expense ratio of JM Focused Fund (Direct) - Growth Option?
What are net assets under management (AUM) of JM Focused Fund (Direct) - Growth Option?
What is the PE and PB ratio of JM Focused Fund (Direct) - Growth Option?
What are the top 5 holdings of JM Focused Fund (Direct) - Growth Option?
What are the top 3 sectors that JM Focused Fund (Direct) - Growth Option has invested in?
Who is the manager of JM Focused Fund (Direct) - Growth Option?
What is the exit load of JM Focused Fund (Direct) - Growth Option?
How to Redeem JM Focused Fund (Direct) - Growth Option?
Can I invest in SIP and a Lump Sum of JM Focused Fund (Direct) - Growth Option?
