AB
Asit BhandarkarFund Manager Since 25 Feb 2009
EquityFocused Fund
JM Focused Fund (Direct) - Growth Option
3Y Annualised
20.12%
-1.31% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.71%
-1.31% 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 9 months
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹284.47 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%
29th
JM Focused Fund (Direct) - Growth Option
0.71%
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 ₹284.47 Cr worth of assets under management (AUM) as of Thu Aug 28 2025. The latest Net Asset Value (NAV) of JM Focused Fund (Direct) - Growth Option as of Tue Aug 26 2025 is ₹22.7838. 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 -5.76%. Since launch, it has delivered 15.01% average annual returns.
The JM Focused Fund (Direct) - Growth Option has the majority of its money invested in Technology, Consumer Cyclical, Industrials, Financial Services, Communication Services sectors.
Top 5 Holdings of JM Focused Fund (Direct) - Growth Option.
- One97 Communications Ltd: 5.36%
- Amber Enterprises India Ltd Ordinary Shares: 5.12%
- Larsen & Toubro Ltd: 4.92%
- HDFC Bank Ltd: 4.75%
- Bharti Airtel Ltd: 4.71%
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
24.73%
expense ratio
0.92%
fund size
₹1062.26 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
20.12%
expense ratio
0.74%
fund size
₹284.47 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
19.70%
expense ratio
2.37%
fund size
₹206.74 Cr
JM Liquid Fund Growth
Money MarketLiquid
3Y CAGR
6.91%
expense ratio
0.26%
fund size
₹3044.10 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
23.55%
expense ratio
0.53%
fund size
₹5957.00 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?
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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?
