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

JM Focused Growth Direct Plan

NAV
₹22.9122
+0.61%
(21 Jul)
AUM
290 Cr
TER
0.72%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.8%
+9.8%
+9.7%
+4.0%
+1.1%
+0.4%
3Y
+28.0%
+26.4%
+25.9%
+18.9%
+24.3%
+21.6%
5Y
NA
+29.5%
+26.8%
+20.8%
NA
+21.3%
ALL
+26.5%
+16.1%
+16.6%
+15.2%
+25.8%
+15.2%
VOL
15.1%
17.0%
15.2%
-
14.7%
19.5%
TER
0.6%
0.6%
0.6%
-
0.4%
0.7%
AUM
₹4,153 Cr
₹20,868 Cr
₹12,244 Cr
-
₹2,186 Cr
₹290 Cr
INFO
1.75
0.94
1.10
-
1.75
0.78
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
Larsen & Toubro Ltd
4.9%
Bharti Airtel Ltd
4.8%
HDFC Bank Ltd
4.6%
Trent Ltd
4.5%
Titan Co Ltd
4.3%
Amber Enterprises India Ltd Ordinary Shares
4.3%
Eicher Motors Ltd
3.9%
Cholamandalam Investment and Finance Co Ltd
3.9%
Oracle Financial Services Software Ltd
3.7%
ICICI Bank Ltd
3.7%
Top industry exposure
Consumer Cyclical
26.0%
Financial Services
24.9%
Industrials
15.3%
Technology
14.3%
Healthcare
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
184%
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)
Satish Ramanathan
Asit Bhandarkar
Ruchi Fozdar
Deepak Gupta

FAQs