59
Flexi CapHold
JM Flexi Cap
JM · Direct–Growth · rank #17 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-1.7%
+3.0% vs index
3 Years
13.1%
+3.7% vs index
5 Years
13.7%
+5.8% vs index
Since launch
16.3%
Year-by-year performance
2021
+34.0%+3.3% vs index
2022
+8.7%+4.9% vs index
2023
+41.5%+15.0% vs index
2024
+35.3%+19.6% vs index
2025
-5.7%-13.3% vs index
2026
+0.6%+6.6% vs index
Why this score
JM Flexi Cap scores 59/100 — #17 of 48 Flexi Cap fund (Hold). It stands out for 5y return and 3y return — beating 87% of peers on 5y return. The main drag is its volatility (better than only 18% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
5Y return13.66% · 87th percentile in category
Volatility17.39 · 18th percentile in category
3Y return13.09% · 64th percentile in category
Sharpe ratio0.53 · 65th percentile in category
Expense ratio1.07% · 35th percentile in category
Alpha3.55 · 62nd percentile in category
Top holdings
1.ICICI Bank Ltd4.44%
2.State Bank of India3.42%
3.Shriram Transport Finance Company Ltd2.66%
4.Reliance Industries Ltd2.65%
5.HDFC Bank Ltd2.55%
89 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.