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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹284 Cr

Lock In Period

N/A

Expense Ratio

2.39

Benchmark

BSE 500 Total Return

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.

Summary

Latest details for JM Focused Fund Growth include a ₹19.8322 NAV as of Feb 20,2026 and returns since inception of 61.31%. Minimum investments start at SIP ₹100. The JM Focused Fund Growth AUM is ₹284 Cr, with a lock-in of N/A years, expense ratio of 2.39%, and benchmark BSE 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2026-01-31
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About Fund

JM Focused Fund Growth managed by JM Financial Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹284 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.39. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundNippon India Focused Fund Growth48476.46 CR1.85
This FundSundaram Select Focus Growth31353.89 CR2.23
This FundJM Focused Fund Growth3284.03 CR2.39
This FundHDFC Focused Fund - Growth526332.2 CR1.61
This FundICICI Prudential Focused Equity Fund Growth514935.49 CR1.69
Fund Name1Y3Y
This FundNippon India Focused Fund Growth13.637753.8111
This FundSundaram Select Focus Growth26.817658.8556
This FundJM Focused Fund Growth10.629761.3054
This FundHDFC Focused Fund - Growth15.176679.2075
This FundICICI Prudential Focused Equity Fund Growth19.7485.4764

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 2.39. 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 : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of JM Focused Fund Growth are updated daily based on NAV of ₹ 19.8322 as on Feb 20,2026. Since inception, the return has been 61.31%.

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 ₹284 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.
Min Inv Amount: ₹500