Home› Funds› JM Focused Fund (Regular) - Growth Option

JM Focused Fund (Regular) - Growth Option

JM Focused · International
High
₹19.64
Current NAV
25 Jun 2026
27.6%
1Y Return
16.6%
3Y CAGR
17.6%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.96%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.26).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.76).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.26
Sharpe Ratio
0.56
Beta
2.76
Alpha
1.59
Sortino
Fund Details
Fund House JM Focused
Category International
AUM ₹7810 Cr
Expense Ratio 0.96%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in International
ICICI Prudential Savings Fund - Direct Plan Bonus
ICICI Prudential
₹123.89 31.9%
DSP Business Cycle Fund - Regular - Growth
DSP
₹10.41 31.9%
HDFC FMP 1487D August 2018 (1) - Growth Option
HDFC
₹13.98 31.9%
Mahindra Manulife Focused Fund - Regular Plan - IDCW
Mahindra Manulife
₹17.89 31.8%