JM Flexicap Fund - Direct Plan

AMC: JM FINANCIAL Moderate Risk Equity Flexi Cap

📊 Quick Summary Of This Page

JM Flexicap Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.55%
Expense Ratio
Mr. Deepak Gupta
Fund Manager
IDCW Payout
Plan Type
01 Jan 2013
Launch Date
1%
If the units are redeemed/switched out on or before 30 days from the date of allotment - 1.00%. If the units are redeemed / switched out after 30 days from the date of allotment - Nil.
Exit Load
NAV Momentum
Fund Analysis

JM Flexicap Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Flexi Cap funds is 66.68% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 7.78% -1.16%
2 Year Return 49.91% 12.01%
3 Year Return 96.25% 35.81%
4 Year Return 235.80% 52.38%
5 Year Return 237.07% 66.68%
6 Year Return 242.74% 109.08%
7 Year Return 439.26% 129.34%
Expense Ratio 0.55% -
NAV History
Fund Information

AMC: JM FINANCIAL

Category: Equity • Flexi Cap

Launch Date: 01 Jan 2013

Fund Manager: Mr. Deepak Gupta

Minimum Purchase: ₹1,000

Exit Load: If the units are redeemed/switched out on or before 30 days from the date of allotment - 1.00%. If the units are redeemed / switched out after 30 days from the date of allotment - Nil.

Lock-in: 1

Risk: Moderate Risk

About This Fund

JM Flexicap Fund - Direct Plan is managed by JM FINANCIAL and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

View Similar Funds
🚀 Explore The Complete Mutual Fund Universe
Discover top-ranked mutual funds, compare schemes, analyze portfolio holdings, explore AMCs, identify category leaders and use powerful investment planning tools — all from one place.
Explore CheckPAN
Browse 7,500+ mutual funds, leading AMCs, portfolio companies and investment insights.
Frequently Asked Questions

JM Flexicap Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of JM Flexicap Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

JM Flexicap Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in JM Flexicap Fund - Direct Plan, based on the latest portfolio data.

JM Flexicap Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of JM Flexicap Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

JM Flexicap Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

JM Flexicap Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

JM Flexicap Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, JM Flexicap Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

JM Flexicap Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing JM Flexicap Fund - Direct Plan and making investment decisions.

Yes, JM Flexicap Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

JM Flexicap Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of JM Flexicap Fund - Direct Plan to estimate returns and wealth creation over different time periods.