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 28th Feb
Top holdings
Larsen & Toubro Ltd
5.8%
Ujjivan Small Finance Bank Ltd Ordinary Shares
5.7%
Amber Enterprises India Ltd Ordinary Shares
5.0%
Titan Co Ltd
4.9%
HDFC Bank Ltd
4.8%
IDFC First Bank Ltd
4.6%
ITC Ltd
4.6%
Eicher Motors Ltd
4.3%
Eternal Ltd
4.2%
One97 Communications Ltd
4.0%
Top industry exposure
Financial Services
25.4%
Consumer Cyclical
24.1%
Industrials
14.8%
Technology
9.4%
Healthcare
6.5%
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