JM Focused Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

JM Focused Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹274 Cr

Lock In Period

N/A

Expense Ratio

2.85

Exit Load

If the units are redeemed/switched out on or before 30 days from the date of allotment - 1.00%.If the units are redeemed / switched out after 30 days from the date of allotment - Nil.

Benchmark

BSE 500 Total Return

JM Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.76-1.762.31
6M-3.440.2115.57
1Y-10.342.3828.06
3Y7.868.8969.26

Portfolio Analysis

  • Equity: 94.17%
  • Debt: 5.84%
  • Others
As on: 2026-09-30
View allocation % by

1. Ujjivan Small Finance Bank Limited5.05%
2. IDFC First Bank Limited3.98%
3. HDFC Bank Limited2.59%

1. Bajaj Finance Limited4.61%
2. Shriram Finance Limited3.45%

1. Billionbrains Garage Ventures Ltd.3.65%
2. Rentomojo Limited1.15%

1. One 97 Communications Limited4.60%

1. Honasa Consumer Limited4.53%

1. Larsen & Toubro Limited4.53%

1. Samvardhana Motherson International Ltd4.17%

1. Lodha Developers Limited4.15%

1. Eternal Limited4.09%

1. One Source Specialty Pharma Ltd4.04%

1. Adani Port & Special Economic Zone Ltd3.87%

1. Amber Enterprises India Limited3.86%

1. Eicher Motors Limited3.79%

1. Titan Company Limited3.69%

1. CEAT Limited3.64%

1. InterGlobe Aviation Limited3.48%

1. Premier Energies Limited3.18%

1. Nippon Life India Asset Management Ltd2.95%

1. Linde India Limited2.41%

1. GRAVITA INDIA LIMITED2.35%

1. TENNECO CLEAN AIR INDIA LIMITED2.32%

1. Hindustan Aeronautics Limited2.05%

1. JSW Energy Limited1.99%
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About Fund JM Focused Fund Growth

JM Focused Fund Growth managed by JM Financial Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹274 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.85. Under the expert guidance of Asit Bhandarkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Asit Bhandarkar

Mr. Asit is an Commerce graduate and MMS. He has 7 years of experience in equity research and Fund Management. His last assignment was as Fund Manager with Lotus India AMC. Prior to that he was with SBI Funds Management. He also has been an Equity Analyst with broking houses.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Focused Fund Growth110,476 CR1.91
Nippon India Focused Fund Growth38,075 CR2.05
JM Focused Fund Growth3273 CR2.85
Sundaram Select Focus - Institutional Plan Growth01,353 CR2.18
Fund Name1Y3Y
This FundAxis Focused Fund Growth-8.702623.055
This FundNippon India Focused Fund Growth-7.221723.7743
This FundJM Focused Fund Growth-10.341125.4982
This FundSundaram Select Focus - Institutional Plan Growth28.053763.0778

JM Focused Fund Growth FAQs

JM Focused Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of JM Focused Fund Growth is 2.85. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Focused Fund Growth’s fund performance is as follows:
  • 1 Month : -7.76%
  • 6 Months : -3.44%
  • 1 Year : -10.34%
  • 3 Years : 7.86%
Returns of JM Focused Fund Growth are updated daily based on NAV of ₹ 18.1894 as on Oct 23,2026. Since inception, the return has been 25.50%.

You can invest in JM Focused Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of JM Focused Fund Growth is ₹274 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in JM Focused Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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