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JM Flexicap Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.52 | 42.74 | 1.70 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 47.13 | 1.35 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| — |
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Peers & Comparison
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| JM Flexicap Fund(IDCW) | 39.21% | 29.20% | 19.33% |
| HDFC Flexi Cap Fund(IDCW) | 17.03% | 15.80% | 6.47% |
| Kotak Flexicap Fund(IDCW-Payout) | 21.99% | 18.06% | 13.44% |
| UTI Flexi Cap Fund(IDCW) | 18.74% | 7.77% | 12.35% |
Price Comparison
Compare JM Flexicap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 4.25 %
Holdings
7.27 %
4.25 % - ICICI Bank Ltd3M change : 2.42 %
Holdings
4.98 %
2.42 % - Infosys Ltd3M change : 1.29 %
Holdings
4.38 %
1.29 %
AMC Profile
JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
15
Total AUM
₹ 13,912.88 Cr.
Fund Manager Profile
Satish Ramanathan
AUM: ₹10,176.37 Cr.
|
Exp: 17.9yrs
Asit Bhandarkar
AUM: ₹10,176.37 Cr.
|
Exp: 11yrs
Chaitanya Choksi
AUM: ₹10,176.37 Cr.
|
Exp: 11yrs
Ruchi Fozdar
AUM: ₹13,954.53 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
How is JM Flexi Cap Mutual Fund different from its peers? #FlexiCap
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6 months ago•Mutual Funds at Groww
Parag Parikh Flexi Cap Fund vs JM Flexi Cap Fund: Investment Comparison 2024!
7 months ago•Invest with S K Singh
Quant Flexi Cap Fund vs JM Flexi Cap Fund: Unraveling the Best Investment Strategy for 2024!
7 months ago•Invest with S K Singh
JM Flexicap Fund | Mutual Fund Review
1 year ago•Mutual Funds at Groww
Parag Parikh Flexi Cap Fund vs Kotak Flexicap Fund | Flexi Cap Mutual Fund Comparison
3 years ago•Time To Invest
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%