JM Focused Fund

Equity | Focused Funds
 | 1
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

Returns and Ranks ( as on 27 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
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
9.01%
Axis Bank
6.89%
Infosys
5.38%
Titan Company
4.9%
Reliance Industr
4.77%
Others
69.05%
Banks
25.95%
Automobiles
6.47%
Cement
5.61%
Beverages
5.13%
Consumer Durables
4.9%
Others
51.94%
Equity
96.01%
Reverse Repos
3.13%
Net Curr Ass/Net Receivables
0.86%

Fund House Details

JM Financial Mutual Fund

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”.
Invest Now