This CRISIL Rated Flexi Cap Equity Fund, Outperformed On Long Term Investment

The stock market's volatility is frightening equity mutual fund investors, particularly newcomers to the market. This Flexi cap equity mutual fund brings offered good returns on SIP as well as lump sum investments. The fund outperformed the category average return in long-term investment.

JM Flexi cap Fund- Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹55.56	₹ 192.06 Cr	1.82%

NAV as on 21 February 2022

JM Flexicap Fund Direct Plan-Growth is a small Flexi fund in its category. The fund is from the JM Financial Mutual Fund or asset management company (AMC).

This fund was launched on 01 January 2013. It has an AUM of Rs 192.06 Crores as of 31 January 2021. The fund's expense ratio is higher than its category expense average ratio. The fund is managed by Sanjay Kumar Chhabaria and Satish Ramanathan.

Direct Plan-Growth scheme of the fund has given 19.59% absolute return in last 1 year. In the last 3 years, it has given 78.37% absolute returns. Whereas, since the scheme launch, it has given 300.38% absolute returns. The minimum SIP amount to invest in this scheme is Rs 500. 

The fund's potential to provide consistent returns is on par with other funds in its category, according to the Direct Plan-Growth plan. It has an above-average capacity to control losses in a sinking market.

Investors who want to invest their money for the period of 3-4 years could opt to invest in the fund and expect a good return. However, investors should not expect guaranteed returns, in addition at the same time they can also face the risk of moderate losses in their assets.

Returns

Lump-Sum Investment

On the investment of Rs 10,000

Period Invested for	Absolute Returns	Annualised Returns
1 Year	19.71%	19.59%
2 Year	43.72%	19.83%
3 Year	78.37%	21.25%
5 Year	103.56%	15.27%
Since Inception	300.38%	16.39%

SIP investment 

On the investment of Rs 1,000

Period Invested for	Absolute Returns	Annualised Returns
1 Year	8.94%	16.82%
2 Year	37.26%	33.63%
3 Year	45.03%	25.62%
5 Year	57.72%	18.24%

Portfolio

The fund is invested in Indian equities to the tune of 97.99%, with 72.15% in large-cap stocks, 11.83% in mid-cap stocks, and 6.21% in small-cap stocks. The fund contains a 0.03 percent debt investment, with 0.03% of it in funds that are invested in very low-risk securities. The majority of the money in the fund is invested in the financial, technology, automobile, construction, and engineering industries. In comparison to other funds in the category, it has less exposure to the Financial and Technology industries. Larsen & Toubro Ltd., Infosys Ltd., State Bank of India, Reliance Industries Ltd., and Tata Consultancy Services Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and not recommendation. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.