Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
JM Focused IDCW Payout (DP)
₹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
ICICI Bank Ltd
5.8%
Larsen & Toubro Ltd
5.4%
HDFC Bank Ltd
5.2%
Infosys Ltd
4.9%
Hitachi Energy India Ltd Ordinary Shares
4.6%
Thermax Ltd
4.5%
Tata Motors Ltd Class A
4.4%
Mahindra & Mahindra Ltd
3.9%
Sterling and Wilson Renewable Energy Ltd
3.7%
Delhivery Ltd
3.6%
Top industry exposure
Consumer Cyclical
27.9%
Financial Services
24.1%
Technology
16.1%
Industrials
13.5%
Utilities
5.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
126%
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