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JM Focused Fund - (Direct) - Growth

  • Regular
  • Direct
Category : Focused Fund
Fund House : JM Financial Mutual Fund

Scheme 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.

Scheme Details

  • Fund manager(s) – Asit Bhandarkar , Chaitanya Choksi
  • Launch date – 02-Jan-2013
  • Expense ratio – 0.74% as declared on 31-Aug-2025 (category average is 0.78%)
  • Benchmark - BSE 500 TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

JM Focused Fund - (Direct) - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Net Buy Price
₹
Buy Date
Sell Date
Submit
  • Gross Profit
    ₹
  • Exit Charges
    ₹
  • Net Profit
    ₹

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

JM Financial Asset Management Pvt. Ltd.
Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
Tel no.: 022-61987777
Fax no.: 022-61987704
Website.: www.jmfinancialmf.com

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