JM Flexicap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 65.09 | 30.19 | 24.1 | 17.81 |
Average Rolling Returns(%) | 20.98 | 17.47 | 14.20 | 13.72 |
The Current NAV of JM Flexicap Fund - Regular Plan - Growth is ₹94.78.
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 1.97%
The process for redemption is
The AUM of JM Flexicap Fund - Regular Plan - Growth is currently ₹2,107 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Larsen & Toubro and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 30% of fund’s portfolio respectively.
Top three sectors of JM Flexicap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 48% 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 43.16 and PB ratio is 6.53
The asset allocation of JM Flexicap Fund - Regular Plan - Growth is Stocks : 99.23%, Debt : 0.77% 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