Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.15%
1 Month-12.09%
3 Months-14.75%
6 Months-14.11%
1 Year-8.92%
3 Years (CAGR)+12.81%
5 Years (CAGR)+10.84%
10 Years (CAGR)+12.40%
Since Inception (Mar 2008)+3.35%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-20.27%
3 Year SIP-1.18%
5 Year SIP+6.75%
Since Inception (Mar 2008)+10.29%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹1,056 Cr
Expense Ratio2.26%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date12 Mar 2008
AMFI Code107410
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
JM Focused Fund (Regular) - Growth Option is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
JM Focused Fund (Regular) - Growth Option is a Focused Fund mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹1,056 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.26%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations