InvestVerdict
JM Focused Fund
Regular Plan · IDCW Option · Focused · Scheme code 107409
Fund houseJM Financial Mutual Fund
CategoryFocused
Plan & optionRegular · IDCW Option
History18.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.55 | 8.63 | 7.37 | 7.07 | 12.88 | 13.62 | 13.48 | 11.60 | 4.40 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Focused category median |
— | — | — | 4.24 | 13.52 | 12.47 | — | 13.54 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 25.6% | 0.25 | 0.34 | 1.02 | -2.40% | -81.2% | 89.29 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 83 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 782 | -74.3% | 8.2% | 142.6% | 32% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.