17169
12180
JM Focused Fund - Direct Growth
23.28
42.40
21.13
0.39
1.43
7.24
23.55
16.75
7
  • JM Focused Fund - Direct Growth

    • Equity .
    • Focused Fund
  • NAV

    24.20

    as on 18 Sep 2024

  • ₹-0.08 (-0.32%)

    Last Change

  • 23.28%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 1000

    Min Lumpsum
  • 1.01%

    Expense Ratio
  • Rating
  • 165 Cr

    Fund Size
  • 11 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 18 Sep 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 42.40%
  • 23.28%
  • 21.13%
  • 16.75
4.63%
4.45%
4.39%
77.70%
View all Holdings
  • 5.59Alpha
  • 3.93SD
  • 0.95Beta
  • 1.01Sharpe
  • Exit Load
  • 1.00% - If redeemed / switched out within 30 days from the date of allotment. Nil - If redeemed/switched out after 30 days from the date of allotment.
The investment objective of the Scheme is to generate long-term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies. However there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information set out in this document carefully.

Gurvinder Singh Wasan

Low Low to
moderate
Moderate Moderately
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High
  • Fund Name

JM Financial Mutual Fund

  • AUM :
  • 7,799 Cr
  • Address :
  • Office B,8th Floor, Cnergy,AppasahebMarathe Marg,prabhadevi,Mumbai - 400 025.
  • Contact :
  • +91022-61987777
  • Email ID :
  • investor@jmfl.com
  • Fund Name
Mutual Fund by Category

Large Cap

  • Fund Name

Mid Cap

Multi Cap

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Focused

Sectoral / Thematic

Small Cap

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Long Duration

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Aggressive Hybrid Mutual

FAQs

You can invest in JM Focused Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for JM Focused Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

JM Focused Fund - Direct Growth has delivered 16.62% since inception

The NAV of JM Focused Fund - Direct Growth is ₹23.1885 as of 18 Sep 2024

The expense ratio of JM Focused Fund - Direct Growth is % as of 18 Sep 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of JM Focused Fund - Direct Growth 111.76 CR as of 18 Sep 2024

The minimum SIP amount of JM Focused Fund - Direct Growth is 500

The top stock holdings of JM Focused Fund - Direct Growth are

  1. Zomato Ltd - 4.86%
  2. Vedanta - 4.63%
  3. TREPS - 4.45%
  4. Trent - 4.39%
  5. Petronet LNG - 3.97%

The top sectors JM Focused Fund - Direct Growth has invested in are

  1. Banks - 10.34%
  2. Automobiles - 7.64%
  3. Construction - 7.55%
  4. Electrical Equipments - 7.46%
  5. Finance - 7.11%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select JM Focused Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of JM Focused Fund - Direct Growth based on your investment objective and risk tolerance

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