JM Focused Fund (Direct) - Growth Option
3Y Annualised
25.91%
1.45% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.35%
1.45% 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)
3 years
4 years
9 years 7 months
Fund info
Fund size
₹278.87 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
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
2nd
L&T Focused Equity Fund Direct Payout of Income Dis cum Cap Wrdl
3rd
L&T Focused Equity Fund Direct Growth
4th
L&T Focused Equity Fund Regular Growth
5th
L&T Focused Equity Fund Regular Payout of Income Dis cum Cap Wrdl
95th
JM Focused Fund (Direct) - Growth Option
Fund Managers
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 ₹278.87 Cr worth of assets under management (AUM) as of Sat Jun 21 2025. The latest Net Asset Value (NAV) of JM Focused Fund (Direct) - Growth Option as of Fri Jun 20 2025 is ₹22.6594. The fund has an expense ratio of 0.72%, which is medium comparable to most other Equity funds.
JM Focused Fund (Direct) - Growth Option returns for the last 1 year are 0.20%. Since launch, it has delivered 15.19% average annual returns.
The JM Focused Fund (Direct) - Growth Option has the majority of its money invested in Industrials, Technology, Financial Services, Communication Services, Consumer Cyclical sectors.
Top 5 Holdings of JM Focused Fund (Direct) - Growth Option.
- Larsen & Toubro Ltd: 5.07%
- Infosys Ltd: 5.05%
- Cholamandalam Investment and Finance Co Ltd: 4.98%
- HDFC Bank Ltd: 4.67%
- ICICI Bank Ltd: 4.67%
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 |
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FAQs
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