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JM Focused Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.78 | 48.98 | 1.36 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.47 | 1.18 |
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 |
|---|
| BSE 500 - TRI |
About Focused Fund
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.
Peers & Comparison
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| JM Focused Fund(IDCW) | 28.19% | 23.19% | 16.09% |
| SBI Focused Equity Fund(IDCW-Payout) | 20.24% | 11.18% | 13.45% |
| HDFC Focused 30 Fund(IDCW) | 17.68% | 15.85% | 4.98% |
| Axis Focused Fund(IDCW) | 8.24% | -2.72% | 10.10% |
Price Comparison
Compare JM Focused 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
- ICICI Bank Ltd3M change : 3.64 %
Holdings
7.22 %
3.64 % - HDFC Bank Ltd3M change : 5.59 %
Holdings
5.59 %
5.59 % - Infosys Ltd3M change : 1.78 %
Holdings
4.92 %
1.78 %
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
₹ 13,663.27 Cr.
Fund Manager Profile
Asit Bhandarkar
AUM: ₹9,885.11 Cr.
|
Exp: 11yrs
Satish Ramanathan
AUM: ₹9,885.11 Cr.
|
Exp: 17.9yrs
Chaitanya Choksi
AUM: ₹9,885.11 Cr.
|
Exp: 11yrs
Ruchi Fozdar
AUM: ₹13,663.27 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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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%