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 Reinvest (DR)
₹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 Oct
Top holdings
Treps-Triparty Repo
8.1%
ICICI Bank Ltd
7.4%
HDFC Bank Ltd
5.8%
Infosys Ltd
5.6%
REC Ltd
4.7%
Amber Enterprises India Ltd Ordinary Shares
4.3%
Trent Ltd
3.7%
PB Fintech Ltd
3.7%
Larsen & Toubro Ltd
3.6%
Max Healthcare Institute Ltd Ordinary Shares
3.3%
Top industry exposure
Financial Services
29.8%
Consumer Cyclical
16.0%
Industrials
15.0%
Technology
8.8%
Healthcare
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
208%
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