AB
Asit BhandarkarFund Manager Since 25 Feb 2009
EquityFocused Fund
JM Focused Fund (Direct) - Growth Option
3Y Annualised
16.20%
0.44% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-11.29%
0.44% 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 7 months
NIFTY 50
6 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹286.18 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%
179th
JM Focused Fund (Direct) - Growth Option
-11.29%
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 13 years, having been launched on 2013-01-01. JM Focused Fund (Direct) - Growth Option has ₹286.18 Cr worth of assets under management (AUM) as of Mon Mar 23 2026. The latest Net Asset Value (NAV) of JM Focused Fund (Direct) - Growth Option as of Fri Mar 20 2026 is ₹20.7314. 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 -3.98%. Since launch, it has delivered 13.51% average annual returns.
The JM Focused Fund (Direct) - Growth Option has the majority of its money invested in Industrials, Financial Services, Consumer Cyclical, Consumer Defensive, Technology sectors.
Top 5 Holdings of JM Focused Fund (Direct) - Growth Option.
- Larsen & Toubro Ltd: 5.76%
- Ujjivan Small Finance Bank Ltd Ordinary Shares: 5.68%
- Amber Enterprises India Ltd Ordinary Shares: 5.03%
- Titan Co Ltd: 4.92%
- HDFC Bank Ltd: 4.78%
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
17.43%
expense ratio
1.10%
fund size
₹857.89 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
16.20%
expense ratio
0.78%
fund size
₹286.18 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
16.39%
expense ratio
2.37%
fund size
₹217.28 Cr
JM Liquid Fund Growth
Capital PreservationLiquid
3Y CAGR
6.81%
expense ratio
0.26%
fund size
₹2576.85 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
19.32%
expense ratio
0.62%
fund size
₹5158.73 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
