NSE ScannerJM Financial Mutual Fund · Equity · Flexi Cap · Regular plan
JM Flexi Cap Fund - Regular Plan - Growth
₹93.4744NAV on 30 Oct 2026Expense ratio 2.31%
29 Oct 2025NAV low 83.33 · high 101.81-6.7%
In plain words
Over 3 years it returned +11.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -24.0%.
On 3-year return it ranks 15 of 36 funds in Flexi Cap.
A monthly SIP over 10 years ended ₹1,75,154 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 | -3.6% | +1.9% |
| 3 months | -4.7% | -5.1% |
| 6 months | +0.5% | -3.2% |
| 1 year | -6.4% | -10.2% |
| 3 years (yearly) | +11.6% | +7.4% |
| 5 years (yearly) | +12.6% | +6.5% |
| 10 years (yearly) | +14.1% | +11.3% |
| Since start (yearly) | +13.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,473 | -3.4% |
| 3 years | ₹3,60,000 | ₹3,64,136 | +0.7% |
| 5 years | ₹5,90,000 | ₹7,60,994 | +10.0% |
| 10 years | ₹11,90,000 | ₹25,35,127 | +14.4% |
Other plan of this fund: JM Flexi Cap Fund - Direct Plan - Growth