Jm Focused Fund Growth Direct Plan

Risk: Very High
₹ 23.59
NAV (Jul 26,2024)

Invest in the JM Focused Fund - Growth - Direct Plan, a dynamic investment option with an expense ratio of 1.32%. With a PE ratio of 59.36 and a PB ratio of 8.31, this plan offers potential for growth. The scheme's established date is 2013-01-01, and it has achieved an impressive scheme AUM of INR 79.99 crore. Start investing with a minimum investment of INR 1000 and enjoy the benefits of a direct plan.

Jm Focused Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Jm Focused Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    59.36
  • P/B Ratio
    UM_URBAN_MONEY

    8.31
  • Alpha
    UM_URBAN_MONEY

    0.03
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.33

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.32%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 79.99 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,003.8 (10.04%)₹ 12,111.96 (21.12%)₹ 14,869.59 (48.70%)₹ 19,710.9 (97.11%)₹ 25,735.08 (157.35%)
₹ 30,000₹ 33,011.4 (10.04%)₹ 36,335.88 (21.12%)₹ 44,608.77 (48.70%)₹ 59,132.7 (97.11%)₹ 77,205.24 (157.35%)
₹ 50,000₹ 55,019 (10.04%)₹ 60,559.8 (21.12%)₹ 74,347.95 (48.70%)₹ 98,554.5 (97.11%)₹ 1,28,675.4 (157.35%)
₹ 80,000₹ 88,030.4 (10.04%)₹ 96,895.68 (21.12%)₹ 1,18,956.72 (48.70%)₹ 1,57,687.2 (97.11%)₹ 2,05,880.64 (157.35%)
₹ 1,00,000₹ 1,10,038 (10.04%)₹ 1,21,119.6 (21.12%)₹ 1,48,695.9 (48.70%)₹ 1,97,109 (97.11%)₹ 2,57,350.8 (157.35%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Bank of Baroda5.34%
  • NTPC Ltd4.67%
  • Hero MotoCorp Ltd4.66%
  • Tata Motors Ltd DVR4.54%
  • Ultratech Cement Ltd4.33%
  • ITC Ltd4.04%
  • Schaeffler India Ltd4.00%
  • Hitachi Energy India Ltd3.95%
  • ICICI Bank Ltd3.86%
  • Thermax Ltd3.85%
  • REC Ltd3.66%
  • Spandana Sphoorty Financial Ltd3.53%
  • Trent Ltd3.35%
  • Jubilant Foodworks Ltd3.18%
  • Larsen & Toubro Ltd3.09%
  • Godrej Properties Ltd3.02%
  • Infosys Ltd3.01%
  • Steel Authority of India Ltd2.94%
  • Tech Mahindra Ltd2.90%
  • TVS Motor Company Ltd2.84%
  • Prince Pipes And Fittings Ltd2.79%
  • Navin Fluorine International Ltd2.77%
  • Titan Company Ltd2.64%
  • Narayana Hrudayalaya Ltd2.60%
  • Amber Enterprises India Ltd2.59%
  • Sumitomo Chemical India Ltd2.53%
  • The Phoenix Mills Ltd2.53%
  • Poonawalla Fincorp Ltd2.37%
  • Zomato Ltd2.32%
  • TREPS Triparty Repo2.13%
  • Net Current Assets-0.01%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

22.48%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

20.47%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

19.40%

Axis Focused Fund - Regular Plan - GrowthAxis Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.77%

HSBC Focused Fund - Regular Plan - GrowthHSBC Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.71%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

15.36%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

13.73%

Canara Robeco Focused Equity Fund - Regular Plan - GrowthCanara Robeco Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.17%

Union Focused Fund - Regular Plan - GrowthUnion Focused Fund - Regular Plan - Growth

EQUITY

Very High

12.49%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

12.45%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

360 ONE Focused Equity Fund - Regular Plan - Growth360 ONE Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

38.21%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

37.85%

HDFC Focused 30 Fund - GrowthHDFC Focused 30 Fund - Growth

EQUITY

Very High

36.29%

ICICI Prudential Focused Equity Fund - GrowthICICI Prudential Focused Equity Fund - Growth

EQUITY

Very High

34.92%

Nippon India Focused Equity Fund - GrowthNippon India Focused Equity Fund - Growth

EQUITY

Very High

34.02%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

27.90%

Kotak Focused Equity Fund - Regular Plan - GrowthKotak Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

27.25%

LIC MF Focused Fund - Regular Plan - GrowthLIC MF Focused Fund - Regular Plan - Growth

EQUITY

Very High

26.52%

Axis Focused Fund - Regular Plan - GrowthAxis Focused Fund - Regular Plan - Growth

EQUITY

Very High

23.07%

L&T Focused Equity Fund - Regular Plan - GrowthL&T Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

-1.70%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mahindra Manulife Focused Fund - Regular Plan - GrowthMahindra Manulife Focused Fund - Regular Plan - Growth

EQUITY

Very High

24.83%

Invesco India Focused Fund - Regular Plan - GrowthInvesco India Focused Fund - Regular Plan - Growth

EQUITY

Very High

22.80%

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

22.46%

Tata Focused Equity Fund - Regular Plan - GrowthTata Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

18.86%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

16.49%

LIC MF Focused Fund - Regular Plan - GrowthLIC MF Focused Fund - Regular Plan - Growth

EQUITY

Very High

16.18%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

16.13%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.47%

Mirae Asset Focused Fund - Regular Plan - GrowthMirae Asset Focused Fund - Regular Plan - Growth

EQUITY

Very High

12.84%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

10.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Focused Fund - GrowthQuant Focused Fund - Growth

EQUITY

Very High

24.62%

Franklin India Focused Equity Fund - GrowthFranklin India Focused Equity Fund - Growth

EQUITY

Very High

21.24%

Sundaram Focused Fund - GrowthSundaram Focused Fund - Growth

EQUITY

Very High

20.93%

DSP Focus Fund - Regular Plan - GrowthDSP Focus Fund - Regular Plan - Growth

EQUITY

Very High

18.41%

LIC MF Focused Fund - Regular Plan - GrowthLIC MF Focused Fund - Regular Plan - Growth

EQUITY

Very High

17.57%

Baroda BNP Paribas Focused Fund - Regular Plan - GrowthBaroda BNP Paribas Focused Fund - Regular Plan - Growth

EQUITY

Very High

16.13%

Aditya Birla Sun Life Focused Fund - GrowthAditya Birla Sun Life Focused Fund - Growth

EQUITY

Very High

16.06%

Motilal Oswal Focused Fund - Regular Plan - GrowthMotilal Oswal Focused Fund - Regular Plan - Growth

EQUITY

Very High

14.77%

Bandhan Focused Equity Fund - Regular Plan - GrowthBandhan Focused Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.73%

Axis Focused Fund - Regular Plan - GrowthAxis Focused Fund - Regular Plan - Growth

EQUITY

Very High

14.02%

Show all Funds

Fund Managers

AB

Mr. Asit BhandarkarFund Manager - Equity

Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years

CC

Mr. Chaitanya ChoksiFund Manager - Derivatives

Mr. Chaitanya Choksi has around 11 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Limited since2008. prior to joining the AMC, he has worked with Lotus AMC, Chanrai Finance private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd.

GW

Mr. Gurvinder Singh WasanAssistant Fund Manager

Mr. Wasan has more than 7 years of experience Fixed Income Markets, Credit Analysis and Structured Finance. Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.

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JM Focused Fund - Growth - Direct Plan

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ITI Focused Equity Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the JM Focused Fund - Growth - Direct Plan?

The JM Focused Fund - Growth - Direct Plan is a very high risk mutual fund.

What is the current NAV (Net Asset Value) of the JM Focused Fund - Growth - Direct Plan as of Jul 26,2024?

The current NAV of the JM Focused Fund - Growth - Direct Plan as of Jul 26,2024 is INR 23.59.

What are the returns generated by the JM Focused Fund - Growth - Direct Plan over the past 1, 3, and 5 years?

The JM Focused Fund - Growth - Direct Plan has delivered impressive returns of 45.91% in the last year, 19.86% over the past 3 years, and 16.94% over the past 5 years.

What is the expense ratio associated with the JM Focused Fund - Growth - Direct Plan?

The JM Focused Fund - Growth - Direct Plan has a 1.32% expense ratio.

What is the minimum investment amount required for the JM Focused Fund - Growth - Direct Plan?

The minimum investment amount needed for the JM Focused Fund - Growth - Direct Plan is INR 1000.

Is there a systematic investment plan (SIP) available for the JM Focused Fund - Growth - Direct Plan?

Yes, the JM Focused Fund - Growth - Direct Plan offers Systematic Investment Plan (SIP) starting from INR 1000 per month.

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