JM Financial Asset Management Private Limited

JM Focused Fund - Regular - Growth Option

EquityFocused
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return22.3%
  • 3 yr return20.5%
  • 5 yr return8.6%
  • Expense Ratio2.34%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees43.6
  • NAVRupees13.1

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Provide Long-Term Growth By Investing Predominantly In A Concentrated Portfolio Of Equity / Equity Related Instruments.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • HDFC Bank Ltd. 6.6
  • Reliance Industries Ltd. 5.6
  • Larsen & Toubro Ltd. 5.2
  • Kotak Mahindra Bank Ltd. 5.1
  • Narayana Hrudayalaya Ltd 4.7
  • Ultratech Cement Ltd. 4.6
  • Infosys Ltd. 4.5
  • Bank of Baroda 4.4
  • Axis Bank Ltd. 4.1
  • REC Ltd. 4
  • Jubilant Foodworks Ltd. 3.9
  • Sectors %
  • Banks20.4
  • Automobiles9.9
  • Finance9.2
  • Consumer Durables7.5
  • Leisure Products7.3

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