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Jm Focused Fund Regular Plan Growth
NAV (Apr 26,2024)
JM Focused Fund - Regular Plan - Growth offers investors an opportunity to grow their investments over the long term. With an expense ratio of 2.47%, it aims to provide optimal returns. The fund has a P/E ratio of 59.36 and a P/B ratio of 8.31, indicating its potential for growth. The minimum investment required is INR 1000, and the lock period is 0. Established in 2008, this fund manages assets worth INR 79.99 crores.
Jm Focused Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Jm Focused Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio59.36
- P/B Ratio8.31
- Alpha0.03
- Beta1.00
- Sharpe0.19
- Sortino0.32
Fund Overview
2.47%
0%
No Lock-in
₹ 79.99 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 28, 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 | ₹ 10,957.11 (9.57%) | ₹ 13,083.21 (30.83%) | ₹ 15,445.98 (54.46%) | ₹ 18,850.07 (88.50%) | ₹ 19,975.51 (99.76%) |
₹ 30,000 | ₹ 32,871.33 (9.57%) | ₹ 39,249.63 (30.83%) | ₹ 46,337.94 (54.46%) | ₹ 56,550.21 (88.50%) | ₹ 59,926.53 (99.76%) |
₹ 50,000 | ₹ 54,785.55 (9.57%) | ₹ 65,416.05 (30.83%) | ₹ 77,229.9 (54.46%) | ₹ 94,250.35 (88.50%) | ₹ 99,877.55 (99.76%) |
₹ 80,000 | ₹ 87,656.88 (9.57%) | ₹ 1,04,665.68 (30.83%) | ₹ 1,23,567.84 (54.46%) | ₹ 1,50,800.56 (88.50%) | ₹ 1,59,804.08 (99.76%) |
₹ 1,00,000 | ₹ 1,09,571.1 (9.57%) | ₹ 1,30,832.1 (30.83%) | ₹ 1,54,459.8 (54.46%) | ₹ 1,88,500.7 (88.50%) | ₹ 1,99,755.1 (99.76%) |
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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%
- IT - Software5.91%
- Finance - NBFC5.90%
- Bank - Public5.34%
- Miscellaneous4.54%
- Cigarettes/Tobacco4.04%
- Bearings4.00%
- Electric Equipment3.95%
- Bank - Private3.86%
- Finance Term Lending3.66%
- Retailing3.35%
- Consumer Food3.18%
- Plastic Products2.79%
- Chemicals2.77%
- Diamond & Jewellery2.64%
- Air Conditioners2.59%
- e-Commerce2.32%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Tata Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 20.18% |
Bandhan Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 19.40% |
HDFC Focused 30 Fund - Growth | EQUITY | Very High | 18.97% |
Baroda BNP Paribas Focused Fund - Regular Plan - Growth | EQUITY | Very High | 15.36% |
ICICI Prudential Focused Equity Fund - Growth | EQUITY | Very High | 15.08% |
Kotak Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 13.47% |
Union Focused Fund - Regular Plan - Growth | EQUITY | Very High | 12.49% |
UTI Focused Fund - Regular Plan - Growth | EQUITY | Very High | 11.89% |
L&T Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 10.42% |
LIC MF Focused 30 Equity Fund - Regular Plan - Growth | EQUITY | Very High | 7.76% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Franklin India Focused Equity Fund - Growth | EQUITY | Very High | 40.31% |
Bandhan Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 37.85% |
HDFC Focused 30 Fund - Growth | EQUITY | Very High | 36.29% |
360 ONE Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 32.20% |
Axis Focused 25 Fund - Regular Plan - Growth | EQUITY | Very High | 31.35% |
Nippon India Focused Equity Fund - Growth | EQUITY | Very High | 30.35% |
UTI Focused Fund - Regular Plan - Growth | EQUITY | Very High | 29.49% |
Kotak Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 27.25% |
LIC MF Focused 30 Equity Fund - Regular Plan - Growth | EQUITY | Very High | 19.41% |
L&T Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | -1.70% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India Focused Fund - Regular Plan - Growth | EQUITY | Very High | 25.97% |
Mahindra Manulife Focused Fund - Regular Plan - Growth | EQUITY | Very High | 24.83% |
Quant Focused Fund - Growth | EQUITY | Very High | 23.44% |
Tata Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 19.83% |
Kotak Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 17.35% |
DSP Focus Fund - Regular Plan - Growth | EQUITY | Very High | 16.27% |
Sundaram Focused Fund - Growth | EQUITY | Very High | 16.13% |
Union Focused Fund - Regular Plan - Growth | EQUITY | Very High | 15.82% |
Mirae Asset Focused Fund - Regular Plan - Growth | EQUITY | Very High | 12.84% |
Motilal Oswal Focused Fund - Regular Plan - Growth | EQUITY | Very High | 10.92% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
360 ONE Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 22.88% |
HDFC Focused 30 Fund - Growth | EQUITY | Very High | 19.79% |
Nippon India Focused Equity Fund - Growth | EQUITY | Very High | 18.96% |
Franklin India Focused Equity Fund - Growth | EQUITY | Very High | 18.18% |
Baroda BNP Paribas Focused Fund - Regular Plan - Growth | EQUITY | Very High | 16.13% |
SBI Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 16.12% |
Aditya Birla Sun Life Focused Fund - Growth | EQUITY | Very High | 16.06% |
Bandhan Focused Equity Fund - Regular Plan - Growth | EQUITY | Very High | 14.73% |
LIC MF Focused 30 Equity Fund - Regular Plan - Growth | EQUITY | Very High | 14.29% |
Axis Focused 25 Fund - Regular Plan - Growth | EQUITY | Very High | 12.29% |
Fund Managers
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
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.
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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