JM Value Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹127 Cr
Expense
2.45 %
Turnover
38%
Category
Equity - Value ...
Benchmark
S&P BSE 200
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
73%
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Fund Overview

JM Value Fund - Growth

Launch Date 02 Jun 1997
Benchmark S&P BSE 200
Riskometer Moderately High
Turnover 38%
Type Open ended scheme
Return Since Launch 15.70%
Min. Investment ₹5000.00
Min. Additional investment ₹1000.00
Min. SIP ₹500.00
Min. Cheques 12
Min. Withdrawal ₹1.00
Min. Balance ₹500.00
Exit Load 1.00%
Remark 1% on or before 60D

Investment Objective

JM Value Fund is an open-ended diversified equity scheme which aims to provide long term capital growth by investing primarily in a well-diversified portfolio of undervalued securities. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Managers

Fund Manager Asit Bhandarkar
Sub Managers -
Puchho Befikar