EquityFlexi Cap FundDirect · Growth
JM Flexicap Fund (Direct) - Growth Option
JM Financial · Scheme 120492
₹116.17▼ 0.33%NAV · 2026-09-18
Decent FundScore
AUM
₹5,178 cr
Expense ratio
1.07%
3Y CAGR
16.9%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Sanjay Kumar ChhabariaExit load: Exit load of 1%, if redeemed within 30 days.
Decent · 68/100
A solid option with a few areas worth a closer look.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Strong long-term record — 17.4% CAGR over 5 years.
- ✓Compounding well recently — 16.9% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +16.9%
- ✓Positive 3Y windows: 98% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +5.8%
- •Sharpe ratio: 0.64
FundScore breakdown
68/100 · Decent
Returns
Strong
Consistency
Strong
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Strong
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.