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)

₹293 Cr

Lock In Period

N/A

Expense Ratio

2.92

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-6.19-1.102.31
6M14.574.5835.08
1Y-1.594.2428.38
3Y9.5413.8772.63

Portfolio Analysis

  • Equity: 97.57%
  • Debt: 2.43%
  • Others
As on: 2026-08-31
View allocation % by

1. IDFC First Bank Limited5.06%
2. Ujjivan Small Finance Bank Limited4.84%
3. HDFC Bank Limited3.12%

1. Coforge Limited5.74%
2. Billionbrains Garage Ventures Ltd.3.57%

1. Bajaj Finance Limited4.75%
2. Shriram Finance Limited3.79%

1. Larsen & Toubro Limited4.56%

1. One 97 Communications Limited4.40%

1. Amber Enterprises India Limited4.12%

1. Samvardhana Motherson International Ltd4.08%

1. Eicher Motors Limited3.94%

1. Eternal Limited3.92%

1. Titan Company Limited3.83%

1. CEAT Limited3.56%

1. Premier Energies Limited3.54%

1. Honasa Consumer Limited3.45%

1. InterGlobe Aviation Limited3.42%

1. One Source Specialty Pharma Ltd3.25%

1. Adani Port & Special Economic Zone Ltd3.21%

1. Nippon Life India Asset Management Ltd3.02%

1. GRAVITA INDIA LIMITED2.73%

1. The Indian Hotels Company Limited2.65%

1. JSW Energy Limited2.31%

1. Linde India Limited2.28%

1. Tata Motors Passenger Vehicles Limited2.22%

1. Hindustan Aeronautics Limited2.21%
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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 ₹293 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.92. 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
360 One Focused Fund Growth36,800 CR2.16
Union Focused Fund Growth1462 CR2.56
JM Focused Fund Growth3292 CR2.92
Invesco India Focused Fund Growth46,453 CR1.94
Fund Name1Y3Y
This Fund360 One Focused Fund Growth2.241930.8158
This FundUnion Focused Fund Growth4.782630.849
This FundJM Focused Fund Growth-1.586131.4379
This FundInvesco India Focused Fund Growth3.165965.9836

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 2.92. 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 : -6.19%
  • 6 Months : 14.57%
  • 1 Year : -1.59%
  • 3 Years : 9.54%
Returns of JM Focused Fund Growth are updated daily based on NAV of ₹ 19.1264 as on Oct 01,2026. Since inception, the return has been 31.44%.

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 ₹293 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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