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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.78 | 40.98 | 0.45 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 42.49 | 0.60 |
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 |
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) | 8.85% | 17.88% | 15.09% |
SBI Focused Equity Fund(IDCW-Payout) | 17.62% | 11.63% | 13.21% |
HDFC Focused 30 Fund(IDCW) | 10.89% | 13.19% | 4.79% |
Axis Focused Fund(IDCW) | 1.03% | -6.27% | 8.77% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Equity
Others
Holdings
6.61 %
Holdings
6.23 %
Holdings
5.53 %
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
₹ 13,886.79 Cr.
Asit Bhandarkar
AUM: ₹10,144.23 Cr.
|
Exp: 11yrs
Satish Ramanathan
AUM: ₹10,144.23 Cr.
|
Exp: 17.9yrs
Chaitanya Choksi
AUM: ₹9,653.53 Cr.
|
Exp: 11yrs
Ruchi Fozdar
AUM: ₹13,886.79 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%