Comprehensive analysis of JM Focused Fund - Direct (IDCW) (17168) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
JM Financial Asset Management Private Limited
The investment objective of the Scheme is to generate long-term capital appreciation/income by investing in equity and equity related instruments across market capitalization of up to 30 companies. However there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information set out in this document carefully.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Historical performance consistency
Fund management costs
Recent performance momentum
Outperformance vs benchmark
Risk-adjusted returns
Assets under management
This fund has outperformed its benchmark by 5.67% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| One 97 Communications Ltd | E-Commerce/App based Aggregator | 5.36% |
| Amber Enterprises India Ltd | Consumer Durables | 5.12% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 4.92% |
| HDFC Bank Ltd | Banks | 4.75% |
| Bharti Airtel Ltd | Telecomm-Service | 4.71% |
| Bajaj Finance Ltd | Finance | 4.24% |
| Trent Ltd | Retail | 4.08% |
| ICICI Bank Ltd | Banks | 3.85% |
| Eicher Motors Ltd | Automobile | 3.84% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.73% |
Compare against Focused Fund category average
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹397.05 | 15.40% | 6.49% | 16.25% |
| SBI Focused Fund (G) | ₹353.30 | 14.94% | 5.64% | 15.25% |
| HDFC Focused Fund - Direct (G) | ₹262.54 | 15.49% | 7.14% | 23.76% |
| HDFC Focused Fund - Regular (G) | ₹231.24 | 14.90% | 6.03% | 22.28% |
| Sundaram Focused Fund - Direct (G) | ₹176.05 | 10.43% | -4.16% | 14.21% |
| Sundaram Focused Fund (G) | ₹158.77 | 9.90% | -5.08% | 13.03% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹156.85 | 12.89% | -1.00% | 16.22% |
| Aditya Birla SL Focused Fund (G) | ₹139.07 | 12.37% | -1.91% | 15.12% |
| Nippon India Focused Fund - Direct (G) | ₹131.52 | 15.74% | -2.02% | 14.69% |
| Franklin India Focused Equity Fund - Direct (G) | ₹121.77 | 14.52% | -1.46% | 17.35% |
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