Fund has been able to generate better returns compared to other funds in the same category
Hefty expense ratio implies reduced returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Monthly Investment Amt. (₹)
Investment period (years)
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
₹ 3,641.66 Cr.