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JM Flexicap Fund Direct growth
Equity • Flexi Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Flexi Cap
Direct growth
Launched On
01 Jan 2013
12 years ago
Lock-in Period
No lock-in
NAV
as of 01 Jan 2025
₹118.31
+0.089% (0.20)
AUM
₹4,722 Cr
Expense ratio
0.52%
Benchmark
BSE 500 India
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
1%
If units sold after 30D
0%
Distribution
Asset split
Market capital
Equity98.98%
Cash1.02%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Healthcare
Technology
Fund House
JM Financial
Inc: 01 Apr 1995 • Total AUM: ₹12,672 Cr • Rank #30JM Financial Mutual Fund, started in 1994, has JM Financial as its sponsor. The fund house is headed by Amitabh Mohanty as the CEO. As of 31 March 2024, it has an AUM of ₹7,439 Cr.
Fund Managers
Satish Ramanathan
Experience: 3.36 yrs • Total AUM: 88,721 Cr
Asit Bhandarkar
Experience: 18.06 yrs • Total AUM: 88,721 Cr
Chaitanya Choksi
Experience: 13.91 yrs • Total AUM: 88,721 Cr
Ruchi Fozdar
Experience: 0.73 yrs • Total AUM: 1,32,733 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
24.85%
Expense ratio
0.76%
Returns vs category
Risk vs category
Parag Parikh Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
17.66%
Expense ratio
0.63%
Returns vs category
Risk vs category
Canara Robeco Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
13.89%
Expense ratio
0.57%
Returns vs category
Risk vs category
Axis Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
11.50%
Expense ratio
0.71%
Returns vs category
Risk vs category
PGIM India Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
10.64%
Expense ratio
0.43%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.