3 Year return
20.33%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹177.39 Cr.
Expense Ratio
0.77% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out within 30 days from the date of allotment. Nil - If redeemed/switched out after 30 days from the date of allotment.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
JM Financial Mutual Fund Managers
AB
Asit Bhandarkar
Fund Manager since May 2024
Fund House Details
JM Financial Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Focused 30 Fund |
25.36% |
3.5 |
ICICI Prudential Focused Equity Fund |
21.47% |
3.5 |
Quant Focused Fund |
21.14% |
3 |
Schemes by JM Financial Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
JM Aggressive Hybrid Fund Direct Bonus Principal Units Reinvestment
Hybrid . Aggressive Hybrid Fund
JM Aggressive Hybrid Fund Direct Bonus Principal Units Reinvestment
Hybrid . Aggressive Hybrid Fund
JM Aggressive Hybrid Fund Direct Annual Bonus
Hybrid . Aggressive Hybrid Fund
JM Aggressive Hybrid Fund Direct Annual IDCW Payout
Hybrid . Aggressive Hybrid Fund
JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
Key Features of The Fund
5-year return | 17.59% |
Expense Ratio | 0.77% |
Fund Manager | Asit Bhandarkar |
Fund Size | ₹177.39 Cr |
Risk Profile | Very High |
AMC Contact Details
Name | JM Financial Mutual Fund |
Launch Date | 15 September 1994 |
Addresss | JM Financial Services Ltd. 5th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. |
Contact | 912267040404 |
customer.support@jmfl.com | |
Website | https://www.jmfinancialservices.in/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Invest Smart, Start Your SIP Today
FAQs
What is today's NAV of JM Focused Fund Direct IDCW Payout?
What is the AUM of JM Focused Fund Direct IDCW Payout?
What is the expense ratio of JM Focused Fund Direct IDCW Payout?
What are the returns of JM Focused Fund Direct IDCW Payout since inception?
What is the minimum SIP amount to invest in JM Focused Fund Direct IDCW Payout?
How do I invest in JM Focused Fund Direct IDCW Payout?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in JM Focused Fund Direct IDCW Payout?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in JM Focused Fund Direct IDCW Payout?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in JM Focused Fund Direct IDCW Payout?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.