Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹248 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 ₹19.2615 NAV as of Apr 17,2026 and returns since inception of 58.45%. Minimum investments start at SIP ₹100. The JM Focused Fund Growth AUM is ₹248 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 8.56% returns, against a category average of 0.94% and a category best of 8.71%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.560.948.71
6M-7.261.3127.55
1Y2.885.7934.53
3Y16.5815.53105.33

Portfolio Analysis

  • Equity: 97.40%
  • Debt: 2.61%
  • Others
As on: 2026-03-31
View allocation % by

1. Ujjivan Small Finance Bank Limited5.72%
2. HDFC Bank Limited4.55%
3. IDFC First Bank Limited4.28%

1. Bajaj Finance Limited3.55%
2. Cholamandalam Invest & Finance Co Ltd2.63%

1. MphasiS Limited3.19%
2. Coforge Limited2.46%

1. Titan Company Limited5.20%

1. Larsen & Toubro Limited5.17%

1. ITC Limited4.88%

1. Amber Enterprises India Limited4.78%

1. Eternal Limited4.25%

1. Eicher Motors Limited4.12%

1. One 97 Communications Limited4.07%

1. Bharti Airtel Limited3.96%

1. One Source Specialty Pharma Ltd3.91%

1. Max Healthcare Institute Limited3.44%

1. Tata Steel Limited3.41%

1. Adani Port & Special Economic Zone Ltd3.02%

1. JSW Energy Limited2.99%

1. Linde India Limited2.88%

1. Nippon Life India Asset Management Ltd2.83%

1. Hindustan Aeronautics Limited2.47%

1. Premier Energies Limited2.34%

1. Maruti Suzuki India Limited1.99%

1. GRAVITA INDIA LIMITED1.97%

1. InterGlobe Aviation Limited1.85%

1. Jubilant Foodworks Limited1.49%

About Fund

JM Focused Fund Growth managed by JM Financial Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹248 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.

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
This FundNippon India Focused Fund Growth37512.49 CR1.86
This FundAditya Birla Sun Life Focused Fund Growth37132 CR1.83
This FundJM Focused Fund Growth3247.55 CR2.41
This FundHDFC Focused Fund - Growth524169.51 CR1.62
This FundICICI Prudential Focused Equity Fund Growth514570.82 CR1.69
Fund Name1Y3Y
This FundNippon India Focused Fund Growth6.048550.6746
This FundAditya Birla Sun Life Focused Fund Growth9.763458.4367
This FundJM Focused Fund Growth2.883958.4484
This FundHDFC Focused Fund - Growth5.334769.419
This FundICICI Prudential Focused Equity Fund Growth9.80678.7139

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 : 8.56%
  • 6 Months : -7.26%
  • 1 Year : 2.88%
  • 3 Years : 16.58%
Returns of JM Focused Fund Growth are updated daily based on NAV of ₹ 19.2615 as on Apr 17,2026. Since inception, the return has been 58.45%.

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 ₹248 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