Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
JM Focused (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Hitachi Energy India Ltd Ordinary Shares
4.9%
ICICI Bank Ltd
4.8%
Thermax Ltd
4.2%
Bank of India
4.0%
Sterling and Wilson Renewable Energy Ltd
4.0%
Tata Motors Ltd Class A
4.0%
Mahindra & Mahindra Ltd
4.0%
JSW Energy Ltd
3.9%
Schaeffler India Ltd
3.7%
Infosys Ltd
3.7%
Top industry exposure
Consumer Cyclical
26.1%
Financial Services
19.7%
Technology
14.8%
Industrials
14.2%
Basic Materials
12.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
126%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
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. However there can be no assurance that the investment objective of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns