Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Jm Focused Fund - Idcw Reinvestment Option Jm Focused Fund - Idcw Reinvestment Option

Jm Focused Fund - Portfolio Analysis

  • ₹19.86 (-0.33%)

    Current NAV 04-07-2025

  • -2.43%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹1000

Invest Now Compare

Invest Now WhatsApp Chat
Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 97.68%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 65.87
Mid Cap 17.41
Small Cap 11.57
Others 2.83

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Consumer Cyclical

Financial Services

Industrials

Technology

Healthcare

Basic Materials

Communication Services

Consumer Defensive

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
07-Mar-2024
Holdings PE Ratio
07-Mar-2024
1Y Return
Larsen & Toubro Ltd Large Cap Industrials (31.9) 5.07% 33.61 0.55%
Infosys Ltd Large Cap Technology (30.58) 5.05% 25.51 -0.54%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 4.98% 28.3 41.05%
HDFC Bank Ltd Large Cap Financial Services (20.42) 4.67% 21.55 15.21%
ICICI Bank Ltd Large Cap Financial Services (20.42) 4.67% 20.17 16.99%
Bharti Airtel Ltd Large Cap Communication Services (50.6) 4.66% 34.89 41.81%
Titan Co Ltd Large Cap Consumer Cyclical (75.55) 4.28% 97.87 10.29%
Trent Ltd Large Cap Consumer Cyclical (103.17) 4.27% 126.13 -1.94%
Amber Enterprises India Ltd Ordinary Shares Small Cap Consumer Cyclical (72.03) 4.26% 102.24 63.39%
Eicher Motors Ltd Large Cap Consumer Cyclical (31.14) 3.83% 32.59 19.98%
Bajaj Finance Ltd Large Cap Financial Services (28.78) 3.62% 34.86 28%
Tata Steel Ltd Large Cap Basic Materials (24.33) 3.46% 59.49 -7.52%
Maruti Suzuki India Ltd Large Cap Consumer Cyclical (31.12) 3.31% 27.58 4.29%
Max Healthcare Institute Ltd Ordinary Shares Mid Cap Healthcare (47.43) 3.27% 116.89 41.03%
Waaree Energies Ltd Mid Cap Technology 3.2% - 0%
IDFC First Bank Ltd Mid Cap Financial Services (20.42) 3.17% 38.35 -4.1%
Bharat Heavy Electricals Ltd Mid Cap Industrials (56.42) 3.07% 169.9 -16.41%
Hindustan Aeronautics Ltd Ordinary Shares Large Cap Industrials (52.98) 2.98% 39.92 -9.51%
Eternal Ltd Large Cap Consumer Cyclical (36.51) 2.95% -10.49 85.47%
OneSource Specialty Pharma Ltd Healthcare 2.83% - 0%
REC Ltd Large Cap Financial Services (12.14) 2.78% 6.53 -31.6%
Adani Ports & Special Economic Zone Ltd Large Cap Industrials (120.03) 2.72% 27.75 -5.2%
Jubilant Foodworks Ltd Mid Cap Consumer Cyclical (71.5) 2.62% 222.96 25.33%
Varun Beverages Ltd Large Cap Consumer Defensive 2.56% - 0%
Ceat Ltd Small Cap Consumer Cyclical (33.48) 2.51% 30.91 35.66%
Deepak Fertilisers & Petrochemicals Corp Ltd Small Cap Basic Materials (25.5) 2.48% 23.13 128%
Ujjivan Small Finance Bank Ltd Ordinary Shares Small Cap Financial Services (20.42) 2.31% 0 8.05%
One97 Communications Ltd Mid Cap Technology (442.03) 2.08% -90.07 125.25%
Cummins India Ltd Large Cap Industrials (42.49) 0% 46.29 -17.84%
PB Fintech Ltd Mid Cap Financial Services (76.58) 0% 615.37 84.19%
InterGlobe Aviation Ltd Large Cap Industrials (31.3) 0% 30.69 34.43%
JSW Infrastructure Ltd Mid Cap Industrials 0% - 0%

Discover More with Premium Access

View Stock Information
girl-img

If you Have any Specific Question Chat with our Expert Investment Advisor

Chat on WhatsApp
Is this right fund for you?
test-img

1/3

What is your investing style?
  • Aggressive investment styleAggressive

  • Quality investment styleQuality

  • Conservative investment styleConservative

Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Jm Focused Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Jm Focused Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully