49
FocusedHold
JM Focused
JM · Direct–Growth · rank #15 of 28 by Smart Score
Trailing returns
1 Year
4.2%
+3.6% vs index
3 Years
15.1%
+2.8% vs index
5 Years
15.0%
+3.1% vs index
Since launch
14.2%
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
+1.1%+2.8% vs index
Why this score
JM Focused scores 49/100 — #15 of 28 Focused fund (Hold). It stands out for 5y return and 1y return — beating 80% of peers on 5y return. The main drag is its volatility (better than only 13% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return15.02% · 80th percentile in category
Volatility17.15 · 13th percentile in category
Fund size284.34 Cr · 5th percentile in category
Expense ratio1.22% · 28th percentile in category
3Y return15.06% · 57th percentile in category
1Y return4.18% · 63rd percentile in category