JM Focused Fund
100
Min SIP
1,000
Min Lumpsum
1.52 %
Expense Ratio
Rating
43
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 19.8% | 21.4% | 10% | 13.5% | ||||
| Category Average | 14.3% | 25.7% | 13% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
Reliance Industr
Larsen & Toubro
Kotak Mah. Bank
Narayana Hrudaya
Others
Advance Ratio
0.23
Alpha
4.16
SD
0.94
Beta
0.21
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out within 30 days from the date of allotment. Nil - If redeemed/switched out after 30 days from the date of allotment. |
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Fund 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.
Fund Managers
Gurvinder Singh Wasan - Fixed income - Senior Fund Manager & Credit Analyst
Working as a Senior Fund Manager & Credit Analyst at JM Financial Mutual Fund, Gurvinder Singh Wasan holds 18+ years of fixed-income market experience. He has previously served the roles of structured finance manager with a bank and a credit analyst with a mutual fund company. He has been a part of CRISIL, ICICI Bank, and Principal Asset Management Company during his career.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 4,379
-
24%Fund Size - 4,379
-
33.3%Fund Size - 4,379
-
14.3%Fund Size - 4,379
-
- Equity .
- Focused .
-
- 6,112
-
13.8%Fund Size - 6,112
-
29.8%Fund Size - 6,112
-
13.8%Fund Size - 6,112
-
- Equity .
- Focused .
-
- 8,267
-
19.6%Fund Size - 8,267
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27.9%Fund Size - 8,267
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15.3%Fund Size - 8,267
-
- Equity .
- Focused .
-
- 808
-
15.5%Fund Size - 808
-
24%Fund Size - 808
-
14.8%Fund Size - 808
-
- Equity .
- Focused .
-
- 5,805
-
11.1%Fund Size - 5,805
-
22.6%Fund Size - 5,805
-
12%Fund Size - 5,805
AMC Contact Details
JM Financial Mutual Fund
AUM:
2,969 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
How to invest in JM Focused Fund ?
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"
What is the NAV of JM Focused Fund ?
The NAV of JM Focused Fund is ₹14.7 as of 06 June 2023.
How to redeem JM Focused Fund holding ?
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”.
What is the minimum sip amount of JM Focused Fund?
The minimum SIP amount of JM Focused Fund is ₹100
What are the top sectors JM Focused Fund has invested in??
The top sectors JM Focused Fund has invested in are
- HDFC Bank - 6.63%
- Reliance Industr - 5.68%
- Larsen & Toubro - 5.26%
- Kotak Mah. Bank - 5.19%
- Narayana Hrudaya - 4.73%
How much returns have JM Focused Fund generated ?
The JM Focused Fund has delivered 13.5% since inception
What is the expense ratio of JM Focused Fund ?
The expense ratio of JM Focused Fund is 1.52 % as of 06 June 2023.
What is the AUM of JM Focused Fund?
The AUM of JM Focused Fund is ₹2,969 Cr as of 06 June 2023
What are the top stock holdings of JM Focused Fund?
The top stock holdings of JM Focused Fund are
- HDFC Bank - 6.63%
- Reliance Industr - 5.68%
- Larsen & Toubro - 5.26%
- Kotak Mah. Bank - 5.19%
- Narayana Hrudaya - 4.73%