AB
Asit BhandarkarFund Manager Since 25 Feb 2009
EquityFocused Fund
JM Focused Fund (Direct) - Growth Option
3Y Annualised
15.47%
0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.04%
0.06% 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 10 months
NIFTY 50
8 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹278.72 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
Invesco India Focused Fund Regular Payout of Income Dist cum Capital Wtdrl
9.82%
2nd
Invesco India Focused Fund Regular Reinvestment of Income Dist cum Capital Wtdrl
9.82%
3rd
Invesco India Focused Fund Regular Growth
9.79%
4th
Invesco India Focused Fund Direct Payout of Income Dist cum Capital Wtdrl
9.57%
5th
Invesco India Focused Fund Direct Reinvestment of Income Dist cum Capital Wtdrl
9.57%
61st
JM Focused Fund (Direct) - Growth Option
6.04%
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 ₹278.72 Cr worth of assets under management (AUM) as of Tue Jul 07 2026. The latest Net Asset Value (NAV) of JM Focused Fund (Direct) - Growth Option as of Mon Jul 06 2026 is ₹23.8268. 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 2.29%. Since launch, it has delivered 14.36% average annual returns.
The JM Focused Fund (Direct) - Growth Option has the majority of its money invested in Financial Services, Industrials, Consumer Cyclical, Healthcare, Technology sectors.
Top 5 Holdings of JM Focused Fund (Direct) - Growth Option.
- Ujjivan Small Finance Bank Ltd Ordinary Shares: 5.21%
- Larsen & Toubro Ltd: 5.05%
- Amber Enterprises India Ltd Ordinary Shares: 4.93%
- OneSource Specialty Pharma Ltd: 4.30%
- Bajaj Finance Ltd: 4.29%
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
15.90%
expense ratio
1.00%
fund size
₹805.09 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
15.47%
expense ratio
0.72%
fund size
₹278.72 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
15.75%
expense ratio
2.10%
fund size
₹222.93 Cr
JM Liquid Fund Growth
Capital PreservationLiquid
3Y CAGR
6.81%
expense ratio
0.22%
fund size
₹2146.56 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
17.69%
expense ratio
0.55%
fund size
₹5068.70 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
