
JM Focused Fund(G)-Direct Plan
+13.38%
5Y annualised
+13.38%
5Y annualised
-0.56% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹24.05
Min. SIP amount
₹1,000
Fund size (AUM)
292 Cr
Expense ratio
0.74%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹24.05
Min. SIP amount
₹1,000
Fund size (AUM)
292 Cr
Expense ratio
0.74%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
45.70%
Mid Cap
29.92%
Small Cap
21.96%
Others
2.43%
Sector Allocation
Automobile & Ancillaries
13.80%
Bank
13.03%
Finance
11.56%
It
10.14%
Trading
6.99%
Domestic Equities
6.82%
Infrastructure
4.56%
Consumer Durables
4.12%
Others
28.99%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 30D, Nil after 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Asit Bhandarkar
Present
Satish Ramanathan
Present
Deepak Gupta.
Present
Ruchi Fozdar
Present
Similar/Peer Fund Comparison
Motilal Oswal Focused Fund(G)-Direct Plan
Old Bridge Focused Fund(G)-Direct Plan
ITI Focused Fund(G)-Direct Plan
SBI Focused Fund(G)-Direct Plan
Quant Focused Fund(G)-Direct Plan
HSBC Focused Fund(G)-Direct Plan
Kotak Focused Fund(G)-Direct Plan
Union Focused Fund(G)-Direct Plan
FAQs
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