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

JM Focused Growth Direct Plan

NAV
₹22.4463
-0.10%
(30 May)
AUM
260 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 below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+17.1%
+16.4%
+16.2%
+9.4%
+7.4%
+2.9%
3Y
+28.0%
+27.3%
+26.4%
+19.3%
+24.6%
+23.1%
5Y
NA
+32.9%
+28.9%
+23.4%
NA
+23.5%
ALL
+26.7%
+16.1%
+16.6%
+15.6%
+26.0%
+15.2%
VOL
15.3%
17.1%
15.2%
-
14.9%
19.5%
TER
0.6%
0.7%
0.6%
-
0.4%
0.7%
AUM
₹3,693 Cr
₹18,560 Cr
₹11,019 Cr
-
₹2,059 Cr
₹260 Cr
INFO
1.75
0.94
1.09
-
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 31st Mar
Top holdings
HDFC Bank Ltd
5.7%
Ccil
5.0%
Cholamandalam Investment and Finance Co Ltd
5.0%
ICICI Bank Ltd
4.9%
REC Ltd
4.4%
Bajaj Finance Ltd
4.3%
Bharti Airtel Ltd
4.3%
Eicher Motors Ltd
4.3%
Larsen & Toubro Ltd
4.1%
Trent Ltd
3.8%
Top industry exposure
Financial Services
30.3%
Consumer Cyclical
27.7%
Industrials
15.4%
Healthcare
5.9%
Basic Materials
5.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
190%
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