60
Flexi CapHold
JM Flexi Cap
JM · Direct–Growth · rank #17 of 47 by Smart Score
Data updated
Trailing returns
1 Year
4.8%
+1.3% vs index
3 Years
15.5%
+3.8% vs index
5 Years
16.2%
+5.5% vs index
Since launch
16.8%
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
+4.0%+5.6% vs index
Why this score
JM Flexi Cap scores 60/100 — #17 of 47 Flexi Cap fund (Hold). It stands out for 5y return and 3y return — beating 91% of peers on 5y return. The main drag is its volatility (better than only 9% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
5Y return16.18% · 91st percentile in category
Volatility17.46 · 9th percentile in category
3Y return15.52% · 63rd percentile in category
Sharpe ratio0.74 · 70th percentile in category
Alpha3.40 · 72nd percentile in category
Expense ratio1.05% · 38th percentile in category
Top holdings
1.ICICI Bank Ltd4.89%
2.HDFC Bank Ltd3.61%
3.Larsen & Toubro Ltd2.64%
4.Shriram Transport Finance Company Ltd2.58%
5.Godfrey Phillips India Ltd2.47%
89 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.