| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| JM Flexicap Fund (Regular) - Growth option | 37.15 | 35.02 | 27.76 | 24.06 | 17.33 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 46.15 | 35.02 | 24.01 | 18.26 | 15.44 |
| Invesco India Flexi Cap Fund - Growth | 38.04 | 32.8 | 0 | 0 | 0 |
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | 34.31 | 33.35 | 23.82 | 0 | 0 |
| HSBC Flexi Cap Fund - Regular Growth | 32.23 | 28.87 | 19.49 | 20.1 | 13.4 |
| Helios Flexi Cap Fund - Regular Plan - Growth Option | 32.07 | 0 | 0 | 0 | 0 |
| ITI Flexi Cap Fund- Regular Plan- Growth | 29.98 | 0 | 0 | 0 | 0 |
| 360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH | 29.9 | 0 | 0 | 0 | 0 |
| Edelweiss Flexi Cap Fund - Regular Plan - Growth Option | 29.64 | 26.22 | 19.83 | 20.11 | 0 |
| Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | 29.56 | 0 | 0 | 0 | 0 |
| Based On | JM Flexicap Fund (Regular) - Growth option | NIFTY 50 TRI | Equity: Flexi Cap |
|---|---|---|---|
| CAGR since inception | 15.45% | 13.95% | 18.72% |
| 1 Year | 37.15% | 12.84% | 23.85% |
| 3 Year | 27.76% | 13.73% | 17.26% |
| 5 Year | 24.06% | 15.28% | 18.75% |
| 10 Year | 17.33% | 12.46% | 14.01% |
| Nav / Index Value as on2024-12-22 | 4,955.59% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | -0.11864077621285 |
| Cash & Cash Equivalents | 1.19 |
| Equity | 98.93 |
| Company | Holding |
|---|---|
| HDFC BANK LIMITED | 7.27 |
| ICICI BANK LIMITED | 4.98 |
| INFOSYS LIMITED | 4.38 |
| STATE BANK OF INDIA | 4.23 |
| BHARTI AIRTEL LIMITED | 3.42 |
| TECH MAHINDRA LIMITED | 2.74 |
| LARSEN AND TOUBRO LIMITED | 2.72 |
| BIOCON LIMITED | 2.4 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | 2.36 |
| ITC LIMITED | 2.34 |
To calculate the JM Financial Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
