TickerKhojJM Financial Mutual Fund · Equity · Focused · Regular plan
JM Focused Fund - Regular Plan - Growth
₹19.059NAV on 2 Nov 2026Expense ratio 2.85%
3 Nov 2025NAV low 16.94 · high 20.92-7.7%
In plain words
Over 3 years it returned +9.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.4%.
On 3-year return it ranks 18 of 27 funds in Focused.
A monthly SIP over 10 years ended ₹1,70,615 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.3% | +1.9% |
| 3 months | -6.0% | -5.1% |
| 6 months | +0.1% | -3.2% |
| 1 year | -7.7% | -10.2% |
| 3 years (yearly) | +9.7% | +7.4% |
| 5 years (yearly) | +9.2% | +6.5% |
| 10 years (yearly) | +10.9% | +11.3% |
| Since start (yearly) | +3.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,133 | -4.4% |
| 3 years | ₹3,60,000 | ₹3,61,005 | +0.2% |
| 5 years | ₹6,00,000 | ₹7,38,820 | +8.3% |
| 10 years | ₹12,00,000 | ₹20,81,968 | +10.6% |
Other plan of this fund: JM Focused Fund - Direct Plan - Growth