43
FocusedAvoid
JM Focused
JM · Direct–Growth · rank #17 of 28 by Smart Score
Data updated
Trailing returns
1 Year
5.6%
+2.6% vs index
3 Years
13.3%
+1.7% vs index
5 Years
13.5%
+3.1% vs index
Since launch
14.1%
Year-by-year performance
2021
+17.6%-13.0% vs index
2022
+7.9%+4.2% vs index
2023
+34.0%+7.5% vs index
2024
+26.1%+10.5% vs index
2025
-0.3%-8.0% vs index
2026
+2.3%+4.4% vs index
Why this score
JM Focused scores 43/100 — #17 of 28 Focused fund (Avoid). It stands out for 5y return — beating 77% of peers on 5y return. The main drag is its fund size (better than only 5% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return13.51% · 77th percentile in category
Fund size286.56 Cr · 5th percentile in category
Volatility16.53 · 23rd percentile in category
Expense ratio1.25% · 24th percentile in category
3Y return13.26% · 43rd percentile in category
Sharpe ratio0.40 · 39th percentile in category
Top holdings
1.Ujjivan Small Finance Bank Ltd5.21%
2.Bajaj Finance Ltd5.19%
3.IDFC First Bank Ltd5.05%
4.Coforge Ltd5.04%
5.Larsen & Toubro Ltd4.5%
28 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.