InvestVerdict
JM Focused Fund
Direct Plan · Growth Option · Focused · Scheme code 120488
Fund houseJM Financial Mutual Fund
CategoryFocused
Plan & optionDirect · Growth Option
History13.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.69 | 9.06 | 8.22 | 8.81 | 14.56 | 15.04 | 14.95 | 13.04 | 14.37 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Focused category median |
— | — | — | 5.25 | 15.08 | 13.86 | — | 13.81 | — |
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 | 19.0% | 0.42 | 0.59 | 1.02 | -0.93% | -37.4% | 89.31 |
| 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 |
|---|---|---|---|---|
| 623 | -30.9% | 13.1% | 85.7% | 21% |
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.