JM Flexicap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 65.97 | 31.27 | 26.66 | 18.38 |
Average Rolling Returns(%) | 21.43 | 17.62 | 14.31 | 13.79 |
The Current NAV of JM Flexicap Fund - Regular Plan - Growth is ₹107.24.
You can consider SIP in JM Flexicap Fund - Regular Plan - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
JM Flexicap Fund - Regular Plan - Growth fund’s expense ratio is 1.87%
The process for redemption is
The AUM of JM Flexicap Fund - Regular Plan - Growth is currently ₹3,216 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and SBI and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 29% of fund’s portfolio respectively.
Top three sectors of JM Flexicap Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 49% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Flexi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of JM Flexicap Fund - Regular Plan - Growth Fund is Equity - Flexi Cap Fund.
Satish Ramanathan and Chaitanya Choksi manage the JM Flexicap Fund - Regular Plan - Growth Fund.
JM Flexicap Fund - Regular Plan - Growth current PE ratio is 45.89 and PB ratio is 7.17
The asset allocation of JM Flexicap Fund - Regular Plan - Growth is Stocks : 97.99%, Debt : 2.02% and Gold : 0%
The minimum SIP amount for JM Flexicap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for JM Flexicap Fund - Regular Plan - Growth is 1% on or before 30 days, Nil after 30 days