JM Flexicap Fund - Growth Option

NORMAL RISK
Equity
Equity: Flexi Cap
6M returns
-8.12 %
Current NAV
94.49
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Min. SIP
1000
AUM
₹ 5263.2 Cr

Return Calculator

Amount per month1,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
12,000

Investment distribution

HDFC Bank7.1 %
ICICI Bank5.4 %
Others5.1 %
State Bank of India3.4 %
Sun Pharmaceutical Industries3.2 %
Cholamandalam Investment and Finance Company3.1 %

Fund Manager

SR
Satish Ramanathan
AB
Asit Bhandarkar
CC
Chaitanya Choksi
GS
Gurvinder Singh Wasan
RF
Ruchi Fozdar
DG
Deepak Gupta

Fund Information

Launched
03 Mar 2014(11 years ago)
Expense ratio1.81%
Exit LoadExit load of 1%, if redeemed within 30 days.
Benchmark index
BSE 500 TRI100%

Fund Objective

The scheme which aims to provide capital appreciation by investing primarily in equity and equity related securities of various market depending upon valuation discount or premium amongst Large / Mid & Small cap stocks, the fund will keep varying the weights to capture the value while keeping an optimum Risk / Return profile.

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