JM Focused Fund
Direct · Growth ₹22.65
20 Apr 2026
NAV
15.9%
3Y CAGR
14.7%
5Y CAGR
15.6%
10Y CAGR
15.5%
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.
6.03
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 | ₹12.83 L | 19.5% | -56.4% | 103.4% |
| 3 Years | ₹36.00 L | ₹45.33 L | 15.9% | -20.2% | 36.2% |
| 5 Years | ₹60.00 L | ₹83.65 L | 14.8% | -5.3% | 28.7% |
| 10 Years | ₹1.20 Cr | ₹2.65 Cr | 15.3% | 11.2% | 19.1% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 19.5% | 2.1% | +17.4% |
| 3 Years | 15.9% | 11.2% | +4.6% |
| 5 Years | 14.8% | 11.1% | +3.6% |
| 10 Years | 15.3% | 11.9% | +3.4% |