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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.45 | 42.99 | 1.96 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 50.88 | 1.67 |
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 |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM Flexicap Fund(IDCW) | 45.19% | 28.70% | 19.44% |
HDFC Flexi Cap Fund(IDCW) | 25.64% | 15.60% | 6.64% |
Kotak Flexicap Fund(IDCW-Payout) | 30.01% | 17.82% | 13.62% |
UTI Flexi Cap Fund(IDCW) | 23.18% | 6.70% | 12.48% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
6.21 %
Holdings
5.26 %
Holdings
4.04 %
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
₹ 13,615.91 Cr.
Satish Ramanathan
AUM: ₹9,773.38 Cr.
|
Exp: 17.9yrs
Asit Bhandarkar
AUM: ₹9,773.38 Cr.
|
Exp: 11yrs
Chaitanya Choksi
AUM: ₹9,773.38 Cr.
|
Exp: 11yrs
Ruchi Fozdar
AUM: ₹13,615.91 Cr.
|
Exp: —
Manager Performance (0)
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%