JM Focused Fund
Direct · Growth ₹22.52
05 Jun 2026
NAV
15.9%
3Y CAGR
14.7%
5Y CAGR
15.5%
10Y CAGR
15.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.05
Sharpe
-37.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.82 L | 19.3% | -56.4% | 103.4% |
| 3 Years | ₹36.00 L | ₹45.28 L | 15.7% | -20.2% | 36.2% |
| 5 Years | ₹60.00 L | ₹83.52 L | 14.7% | -5.3% | 28.7% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 13.9% | 2.0% | 22.4% |
| 10 Years | ₹1.20 Cr | ₹2.65 Cr | 15.3% | 11.2% | 19.1% |
| 12 Years | ₹1.44 Cr | ₹3.80 Cr | 15.1% | 11.7% | 18.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.3% | 14.6% | 17.3% | +4.7% |
| 3 Years | 15.7% | 11.2% | 16.8% | +4.5% |
| 5 Years | 14.7% | 10.5% | 15.7% | +4.3% |
| 7 Years | 13.9% | 10.6% | 15.2% | +3.3% |
| 10 Years | 15.3% | 11.5% | 15.9% | +3.8% |
| 12 Years | 15.1% | 11.4% | 15.4% | +3.7% |