JM Flexicap Fund

Equity | Flexi Cap Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 1.76 % 3★ ₹250 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 1.76 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹250 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

To provide Optimum Capital growth and appreciation.

Scheme Performance

Returns and Ranks ( as on 27 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 5.6% 16.1% 11.9% 15.5%
Category Average 3.0% 15.8% 10.2% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
8.19%
Axis Bank
4.57%
ICICI Bank
3.92%
UltraTech Cem.
3.7%
St Bk of India
3.62%
Others
76%
Banks
23.46%
Industrial Products
7.49%
Automobiles
4.89%
Cement
4.64%
Petroleum Products
4.58%
Others
54.94%
Equity
95.62%
Reverse Repos
3.5%
Net Curr Ass/Net Receivables
0.88%
Others
0%

Fund House Details

JM Financial Mutual Fund

JM Flexicap Fund

Fund Manager
Gurvinder Singh Wasan

Exit Load

Exit Load 1.00% - If redeemed / switched out within 1 years from the date of allotment. Nil - If redeemed/switched out after 1 years from the date of allotment.

Advance Ratio

0.01 1.12 0.95 0.03
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

JM Financial Mutual Fund
AUM:
3,256 Cr
Address:
Office B,8th Floor, Cnergy,Appasaheb Marathe Marg,prabhadevi, Mumbai - 400 025,mumbai 400051
Contact:
022-61987777
Email ID:
investor@jmfl.com

Frequently Asked Questions

You can invest in JM Flexicap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for JM Flexicap Fund in the search box.
  • 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"
The JM Flexicap Fund has delivered 15.5% since inception
The NAV of JM Flexicap Fund is ₹59.0 as of 27 January 2023.
The expense ratio of JM Flexicap Fund is 1.76 % as of 27 January 2023.
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”.
Invest Now