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)

₹280 Cr

Lock In Period

N/A

Expense Ratio

2.43

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

Summary

JM Focused Fund Growth NAV is ₹19.0763 as of 30 May, 2026. JM Focused Fund Growth has delivered 51.49% returns since its launch. The minimum SIP investment amount in JM Focused Fund Growth is ₹100. The AUM of JM Focused Fund Growth is ₹280 Cr. The expense ratio of the fund is 2.43%, and its benchmark is BSE 500 Total Return. The current exit load of the fund 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 last 1M months, JM Focused Fund Growth has delivered 0.21% returns.

JM Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.211.697.98
6M-6.012.6527.55
1Y0.336.7434.53
3Y14.8521.27105.33

Portfolio Analysis

  • Equity: 97.99%
  • Debt: 1.97%
  • Others
As on: 2026-04-30
View allocation % by

1. Ujjivan Small Finance Bank Limited5.70%
2. IDFC First Bank Limited3.98%
3. HDFC Bank Limited2.76%

1. Bajaj Finance Limited4.67%
2. Shriram Finance Limited2.68%

1. MphasiS Limited3.13%
2. Coforge Limited2.55%

1. Larsen & Toubro Limited5.24%

1. Amber Enterprises India Limited5.18%

1. ITC Limited4.73%

1. One 97 Communications Limited4.11%

1. One Source Specialty Pharma Ltd4.08%

1. Titan Company Limited4.08%

1. Eternal Limited4.06%

1. Eicher Motors Limited3.94%

1. Adani Port & Special Economic Zone Ltd3.79%

1. Premier Energies Limited3.64%

1. Tata Steel Limited3.33%

1. JSW Energy Limited3.15%

1. Max Healthcare Institute Limited3.14%

1. Trent Limited3.04%

1. Nippon Life India Asset Management Ltd2.98%

1. Hindustan Aeronautics Limited2.95%

1. Linde India Limited2.73%

1. GRAVITA INDIA LIMITED2.65%

1. Bharti Airtel Limited2.02%

1. Maruti Suzuki India Limited1.90%

1. InterGlobe Aviation Limited1.78%

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 ₹280 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.43. 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
Union Focused Fund Growth1417.69 CR2.43
Aditya Birla Sun Life Focused Fund Growth37744.74 CR2.13
JM Focused Fund Growth3279.61 CR2.43
SBI Focused Fund Growth546041.95 CR1.51
ICICI Prudential Focused Equity Fund Growth516008.95 CR2.39
Fund Name1Y3Y
This FundUnion Focused Fund Growth8.171545.9607
This FundAditya Birla Sun Life Focused Fund Growth1.844751.1446
This FundJM Focused Fund Growth0.326851.491
This FundSBI Focused Fund Growth13.918764.2545
This FundICICI Prudential Focused Equity Fund Growth1.91368.8601

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 2.43. 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 : 0.21%
  • 6 Months : -6.01%
  • 1 Year : 0.33%
  • 3 Years : 14.85%
Returns of JM Focused Fund Growth are updated daily based on NAV of ₹ 19.0763 as on May 29,2026. Since inception, the return has been 51.49%.

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 ₹280 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.