NAV
₹24.5784
as of 13 Nov 2026
Expense Ratio
1.25%
Viewing Direct · Growth
Risk-o-meter: not yet available here. See the latest risk-o-meter in the fund house's official disclosure.
Lumpsum returns (CAGR)
- 1Y
- +3.17%
- 3Y
- +12.94%
- 5Y
- +12.08%
- Since Inception
- +14.12%
SIP returns (XIRR)
- 1Y
- +12.75%
- 3Y
- +7.08%
- 5Y
- +12.94%
- Since Inception
- +14.19%
Performance Comparison
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Fund Details
Fund HouseJM Financial Mutual Fund
CategoryFocused Fund
BenchmarkNIFTY 500 TRI
Launch Date02 Jan 2013
AMFI Code120488
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadExit Load effective from 1.1.2018 for Normal & SIP/ STP/SWP (for respective instalments ) investments - 1% if redeemed/switched-out within 60 days from the date of allotment
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
What this fund does
JM Focused Fund · Direct · Growth 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 · Direct · Growth is a Focused Fund mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 13 years. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.25%.