JM Focused Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

JM Focused Growth Direct Plan

NAV
₹23.0843
+1.18%
(22 Jul)
AUM
132 Cr
TER
1.01%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+61.1%
+52.7%
+45.8%
+45.2%
+44.4%
+40.0%
3Y
+24.7%
+27.6%
+25.6%
+24.9%
+30.2%
+19.9%
5Y
NA
NA
+25.2%
+20.1%
+24.2%
+19.8%
ALL
+30.7%
+33.5%
+17.3%
+16.6%
+16.6%
+15.4%
VOL
14.5%
14.9%
15.3%
19.7%
17.4%
-
TER
0.6%
0.4%
0.6%
1.0%
0.5%
-
AUM
₹2,821 Cr
₹1,409 Cr
₹9,113 Cr
₹132 Cr
₹13,137 Cr
-
INFO
2.12
2.24
1.13
0.84
0.95
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM Focused (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
7.0%
Infosys Ltd
5.4%
JK Cement Ltd
4.0%
Vedanta Ltd
3.8%
JSW Infrastructure Ltd
3.8%
Jubilant Foodworks Ltd
3.7%
Larsen & Toubro Ltd
3.6%
Trent Ltd
3.6%
Tata Motors Ltd Class A
3.5%
Hitachi Energy India Ltd Ordinary Shares
3.5%
Top industry exposure
Consumer Cyclical
23.1%
Financial Services
20.2%
Industrials
18.6%
Basic Materials
16.3%
Technology
11.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
180%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
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
Fund manager(s)
Asit Bhandarkar
Gurvinder Wasan
Chaitanya Choksi

FAQs