JM Focused Fund - Growth Option
EquityFocused Fund
20.16
0.18(0.91%)
NAV as on 19 Dec, 2025
CAGR
16.86%
- AUM (Crs.)309.29
- Expense Ratio2.38 %
- Sharpe Ratio / Category Average0.79 / 0.71
- Standard Deviation / Category Average13.91 / 13.01
- Beta / Category Average0.95 / 0.92
- Portfolio Turnover / Category Average190.77 / 65.05
- Top 5 Stocks Wt.25.37
- Top 10 Stocks Wt.46.85
- Top 3 Sectors Wt.68.46
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryAsit Bhandarkar, Deepak Gupta, Ruchi Fozdar, Satish Ramanathan
- Launch Date05 Mar, 2008
- BenchmarkS&P BSE 500
Objective
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
Riskometer
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