TickerKhojJM Financial Mutual Fund · Equity · Focused · Direct plan
JM Focused Fund - Direct Plan - Growth
₹22.3632NAV on 30 Oct 2026Expense ratio 1.25%
29 Oct 2025NAV low 19.99 · high 24.85-8.2%
In plain words
Over 3 years it returned +11.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.5%.
On 3-year return it ranks 18 of 27 funds in Focused.
A monthly SIP over 10 years ended ₹1,67,670 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 | -3.3% | +1.9% |
| 3 months | -6.3% | -5.1% |
| 6 months | -0.7% | -3.2% |
| 1 year | -8.0% | -10.2% |
| 3 years (yearly) | +11.0% | +7.4% |
| 5 years (yearly) | +10.7% | +6.5% |
| 10 years (yearly) | +11.8% | +11.3% |
| Since start (yearly) | +13.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,725 | -5.8% |
| 3 years | ₹3,60,000 | ₹3,68,589 | +1.5% |
| 5 years | ₹5,90,000 | ₹7,47,944 | +9.3% |
| 10 years | ₹11,90,000 | ₹22,07,808 | +11.8% |
Other plan of this fund: JM Focused Fund - Regular Plan - Growth