AB
Asit BhandarkarFund Manager Since 25 Feb 2009
EquityFocused Fund
JM Focused Fund (Direct) - Growth Option
3Y Annualised
19.09%
0.59% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.88%
0.59% 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 12 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹227.74 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%
74th
JM Focused Fund (Direct) - Growth Option
-2.88%
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 ₹227.74 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of JM Focused Fund (Direct) - Growth Option as of Tue Mar 11 2025 is ₹20.5712. The fund has an expense ratio of 0.78%, which is medium comparable to most other Equity funds.
JM Focused Fund (Direct) - Growth Option returns for the last 1 year are 1.81%. Since launch, it has delivered 14.65% average annual returns.
The JM Focused Fund (Direct) - Growth Option has the majority of its money invested in Financial Services, Technology, Communication Services, Consumer Cyclical, Industrials sectors.
Top 5 Holdings of JM Focused Fund (Direct) - Growth Option.
- Bajaj Finance Ltd: 7.06%
- Infosys Ltd: 6.22%
- ICICI Bank Ltd: 5.96%
- Bharti Airtel Ltd: 5.78%
- Cholamandalam Investment and Finance Co Ltd: 5.58%
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
21.66%
expense ratio
1.02%
fund size
₹1027.07 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
19.09%
expense ratio
0.78%
fund size
₹227.74 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
16.93%
expense ratio
2.39%
fund size
₹180.14 Cr
JM Liquid Fund Growth
Money MarketLiquid
3Y CAGR
6.57%
expense ratio
0.26%
fund size
₹3341.39 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
23.08%
expense ratio
0.56%
fund size
₹5254.65 Cr
FAQs
What is the current NAV of JM Focused Fund (Direct) - Growth Option?
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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?
