AB
Asit BhandarkarFund Manager Since 25 Feb 2009
EquityFocused Fund
JM Focused Fund (Direct) - Growth Option
3Y Annualised
18.40%
0.91% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.48%
0.91% 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 1 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹309.29 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 Reinvestment of Income Dis cum Cap Wrdl
9.25%
160th
JM Focused Fund (Direct) - Growth Option
-1.48%
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 ₹309.29 Cr worth of assets under management (AUM) as of Tue Dec 23 2025. The latest Net Asset Value (NAV) of JM Focused Fund (Direct) - Growth Option as of Mon Dec 22 2025 is ₹23.8187. 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 -0.34%. Since launch, it has delivered 14.96% average annual returns.
The JM Focused Fund (Direct) - Growth Option has the majority of its money invested in Consumer Cyclical, Industrials, Technology, Financial Services, Communication Services sectors.
Top 5 Holdings of JM Focused Fund (Direct) - Growth Option.
- Titan Co Ltd: 6.01%
- Larsen & Toubro Ltd: 5.07%
- Coforge Ltd: 4.88%
- Eicher Motors Ltd: 4.79%
- Ujjivan Small Finance Bank Ltd Ordinary Shares: 4.62%
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
22.78%
expense ratio
1.01%
fund size
₹987.49 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
18.40%
expense ratio
0.74%
fund size
₹309.29 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
20.44%
expense ratio
2.37%
fund size
₹228.21 Cr
JM Liquid Fund Growth
Capital PreservationLiquid
3Y CAGR
6.88%
expense ratio
0.26%
fund size
₹2850.92 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
22.27%
expense ratio
0.55%
fund size
₹6015.32 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
