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 Jan
Top holdings
Ujjivan Small Finance Bank Ltd Ordinary Shares
6.4%
HDFC Bank Ltd
5.7%
Larsen & Toubro Ltd
5.3%
IDFC First Bank Ltd
5.3%
Eicher Motors Ltd
5.3%
Titan Co Ltd
4.8%
Eternal Ltd
4.3%
Bharti Airtel Ltd
4.2%
One97 Communications Ltd
4.2%
Amber Enterprises India Ltd Ordinary Shares
3.8%
Top industry exposure
Consumer Cyclical
27.2%
Financial Services
26.5%
Industrials
14.8%
Technology
14.5%
Basic Materials
5.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
105%
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