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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹1000
AUM (Fund size)
₹286 Cr
Lock In Period
N/A
Expense Ratio
2.41
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 ₹17.4359 NAV as of Mar 13,2026 and returns since inception of 49.78%. Minimum investments start at SIP ₹100. The JM Focused Fund Growth AUM is ₹286 Cr, with a lock-in of N/A years, expense ratio of 2.41%, 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 -10.58% returns, against a category average of -1.40% and a category best of 2.59%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -10.58 | -1.40 | 2.59 |
| 6M | -10.79 | 1.58 | 27.55 |
| 1Y | 1.22 | 6.53 | 34.53 |
| 3Y | 14.42 | 15.58 | 105.33 |
Portfolio Analysis
- Equity: 97.98%
- Debt: 2.04%
- Others
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 ₹286 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.41. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Focused Fund Growth | 4 | 8496.66 CR | 1.84 |
| This FundTata Focused Fund Growth | 2 | 1807.75 CR | 2.06 |
| This FundJM Focused Fund Growth | 3 | 286.18 CR | 2.41 |
| This FundHDFC Focused Fund - Growth | 5 | 27136.2 CR | 1.6 |
| This FundICICI Prudential Focused Equity Fund Growth | 5 | 15145.4 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Focused Fund Growth | 8.6722 | 45.6227 |
| This FundTata Focused Fund Growth | 6.8337 | 46.8208 |
| This FundJM Focused Fund Growth | 1.2237 | 49.7843 |
| This FundHDFC Focused Fund - Growth | 8.3229 | 68.2366 |
| This FundICICI Prudential Focused Equity Fund Growth | 11.6705 | 73.9406 |
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 2.41. 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 : -10.58%
- 6 Months : -10.79%
- 1 Year : 1.22%
- 3 Years : 14.42%
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 ₹286 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