Jm Focused Fund - Growth Option

Jm Focused Fund - Growth Option is a scheme launched by Jm Financial Mutual Fund on March 05, 2008, and falls under the Focused fund category. It currently manages an AUM of Rs 227.74 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 2.38% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Jm Focused Fund - Growth Option trailing returns over different times are -4.96% (1 year), 18.23% (3 year) and 20.22% (5 year). The average annual return of this fund stands at -2.59%.