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Jm Flexicap Fund (Direct) - Growth Option

Equity | Flexi - Cap

(NAV as of 24/05/2024)
107.38 (-0.09)

3Y Returns

31.06%

Min SIP

100

Min Lumpsum

1000

Expense Ratio

0.62%

Fund Size

1238 Cr

Inception Date

01-Jan-13

Fund Manager

Satish Ramanathan

Exit Load

1% on or before 30D, Nil after 30D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

93.05%

Debt & Others

6.95%

Market Cap Allocation

Large Cap

49.05%

Mid Cap

17.18%

Small Cap

26.83%

Other Cap

6.95%

Sector Allocation

Banks

18.37%

Construction

7.00%

Internet and Technology

6.95%

Power

6.86%

Automobiles

6.80%

Top Ten Holdings

Bank Of Baroda

5.07%

State Bank Of India

3.99%

Larsen & Toubro Ltd

3.94%

Infosys Ltd

3.49%

ICICI Bank Ltd

3.39%

Investment Objective

Jm Multicap Fund Is An Open-Ended Diversified Equity Fund Which Aims To Provide Capital Appreciation By Investing Primarily In Equity And Equity Related Securities Of Various Market Capitalisation.

Fund House Detail

AMC Name

JM Financial Asset Management Private Limited

Address

505, 5th Floor, Laxmi Towers,Bandra-Kurla Complex,Mumbai: 400 051

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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