Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 1.65 % | 1★ | ₹44 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 1.65 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 1★ | ₹44 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
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.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 3.3% | 8.6% | 7.0% | 12.9% | ||||
| Category Average | 3.0% | 15.8% | 10.2% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
Axis Bank
Infosys
Titan Company
Reliance Industr
Others
Fund House Details
JM Focused 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 | 1.18 | 1 | 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 Focused 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 Focused 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 Focused Fund has delivered 12.9% since inception
The NAV of JM Focused Fund is ₹13.3 as of 27 January 2023.
The expense ratio of JM Focused Fund is 1.65 % 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”.
