37
FocusedAvoid
JM Focused
JM · Direct–Growth · rank #19 of 28 by Smart Score
Data updated
Trailing returns
1 Year
-4.9%
-0.2% vs index
3 Years
10.5%
+1.1% vs index
5 Years
10.5%
+2.6% vs index
Since launch
13.6%
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
-2.9%+3.1% vs index
Why this score
JM Focused scores 37/100 — #19 of 28 Focused fund (Avoid). It stands out for 5y return — beating 73% 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 return10.46% · 73rd percentile in category
Fund size273.43 Cr · 5th percentile in category
3Y return10.46% · 35th percentile in category
Volatility16.66 · 23rd percentile in category
Expense ratio1.25% · 20th percentile in category
Sharpe ratio0.24 · 30th percentile in category
Top holdings
1.Ujjivan Small Finance Bank Ltd5.05%
2.Bajaj Finance Ltd4.61%
3.One 97 Communications Ltd4.6%
4.Honasa Consumer Ltd.4.53%
5.Larsen & Toubro Ltd4.53%
27 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.