JM Focused Fund (Direct) - IDCW Reinvestment Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Asit Bhandarkar, Gurvinder Wasan. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.85% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹89 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 191.12% |
Size breakup
JM Focused Fund (Direct) - IDCW Reinvestment Option | Absolute Returns | CAGR Returns |
1 Month Returns | 5.04% | 5.04% |
6 Month Returns | 21.2% | 21.2% |
1 Year Returns | 51.56% | 51.56% |
3 Years Returns | 85.91% | 22.96% |
5 Years Returns | 103.62% | 15.28% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
JM Focused Fund (Direct) - IDCW Reinvestment Option | 12.33 | 3.33 | -1.95 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
JM Focused Fund (Direct) - IDCW Reinvestment Option | 0.83 | 0.92 | 1 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
JM Focused Fund (Direct) - IDCW Reinvestment Option | 3.37 | 1.17 | 0.54 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
JM Focused Fund (Direct) - IDCW Reinvestment Option | 10.57 | 13.34 | 20.3 |