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 Aug
Top holdings
One97 Communications Ltd
6.0%
Larsen & Toubro Ltd
4.9%
Amber Enterprises India Ltd Ordinary Shares
4.9%
Bharti Airtel Ltd
4.7%
HDFC Bank Ltd
4.5%
Trent Ltd
4.3%
Eicher Motors Ltd
4.3%
Waaree Energies Ltd
4.1%
Bajaj Finance Ltd
3.9%
Maruti Suzuki India Ltd
3.9%
Top industry exposure
Consumer Cyclical
27.4%
Financial Services
25.2%
Technology
17.1%
Industrials
12.1%
Healthcare
6.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
153%
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