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JM Focused Fund (Direct) - Growth Option

JM Financial · Scheme 120488

₹24.56▼ 0.58%NAV · 2026-09-18
55
Decent FundScore
Start SIP
AUM
₹289 cr
Expense ratio
1.25%
3Y CAGR
14.8%
Risk level
Very High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Asit Bhandarkar, Chaitanya ChoksiExit load: Exit load of 1%, if redeemed within 30 days.
Decent · 55/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓Strong long-term record — 15.2% CAGR over 5 years.
  • ✓3Y CAGR: +14.8%
  • ✓5Y CAGR: +15.2%
  • ✓Positive 3Y windows: 95% of rolling 3Y windows positive

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe 0.47) — took on risk without enough payoff.
  • •1Y return: +8.0%
  • •Beat category: beat category in 51% of windows

FundScore breakdown

55/100 · Decent
How it works →
61
Returns
Decent
64
Consistency
Decent
43
Risk-adjusted
Weak
43
Downside protection
Weak
60
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.