Home JM Financial Mutual FundJm Focused Fund - Idcw Reinvestment Option
Equity Create Wealth
Focused Fund
Category Rank
Jm Focused Fund - Idcw Reinvestment Option
Rating
  • It has a relatively higher expense ratio
  • It holds a large number of poor quality high risk stocks
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
Time to Invest
Jm Focused Fund - Idcw Reinvestment Option
NAV
14.7057
 (22/09/2023)
L 52Wk H
11.39
15.18
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Jm Focused Fund - Idcw Reinvestment Option

Equity
Focused Fund
Create Wealth
Rank Jm Focused Fund - Idcw Reinvestment Option
Fund
Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes
NAV
14.7057
 (22/09/2023)
Time to Invest
Jm Focused Fund - Idcw Reinvestment Option
Rating
  • It has a relatively higher expense ratio
  • It holds a large number of poor quality high risk stocks
L 52Wk H
11.39
15.18
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Investment Objective

The investment objective of the Scheme is to generate long-term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies.However there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information set out in this document carefully. .

Category
  • Equity - Focused Fund
Benchmark
  • S&P BSE 500 - TRI
Returns
Absolute
1M
2.14%
3M
10.16%
6M
24.83%
Annualised
1Y
22.44%
3Y
24.96%
5Y
11.84%
Historical NAV
NAV for scheme JM Focused Fund (Regular) - IDCW is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Jm Focused Fund - Idcw Reinvestment Option

AUM

51.83 Cr
Jm Focused Fund - Idcw Reinvestment Option AUM is 98% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - 1% on or before 30D Nil after 30D
Lock In Period - NIL

Expense Ratio

2.47%

Turnover Ratio

137.50%

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