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JM Flexicap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 33.35 | 31.12 | 18.53 | 15.05 |
Average Rolling Returns(%) | 20.41 | 15.70 | 13.19 | 13.47 |
The Current NAV of JM Flexicap Fund - Regular Plan - Growth is ₹68.49.
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 2.43%
The process for redemption is
The AUM of JM Flexicap Fund - Regular Plan - Growth is currently ₹545 Crores.
The Top three stocks are REC, Larsen & Toubro and Infosys and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 32% of fund’s portfolio respectively.
Top three sectors of JM Flexicap Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 45% 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 42.79 and PB ratio is 6.16
The asset allocation of JM Flexicap Fund - Regular Plan - Growth is Stocks : 96.47%, Debt : 3.54% 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