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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.78 | 55.14 | 0.60 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 48.12 | 0.54 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM Focused Fund(IDCW) | 14.65% | 17.10% | 15.39% |
SBI Focused Equity Fund(IDCW-Payout) | 14.68% | 9.56% | 13.14% |
HDFC Focused 30 Fund(IDCW) | 11.17% | 12.15% | 4.73% |
Axis Focused Fund(IDCW) | 0.00 | -5.90% | 9.59% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Equity
Others
Holdings
6.78 %
Holdings
6.32 %
Holdings
5.24 %
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
₹ 14,019.98 Cr.
Asit Bhandarkar
AUM: ₹10,317.12 Cr.
|
Exp: 11yrs
Satish Ramanathan
AUM: ₹10,317.12 Cr.
|
Exp: 17.9yrs
Chaitanya Choksi
AUM: ₹10,317.12 Cr.
|
Exp: 11yrs
Ruchi Fozdar
AUM: ₹14,019.98 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%