JM Focused Direct Plan-Growth
Equity: Focused - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: FocusedBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹23.35+1.48%
06 Oct 2026
Similar Funds
Side-by-side comparison of JM Focused Direct Plan-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -1.27% | 1.15% | 15 / 27 |
| 3Y Return | +11.52% | 12.27% | 14 / 25 |
| 5Y Return | +11.96% | 10.87% | 6 / 23 |
| 10Y Return | +12.07% | 13.46% | 10 / 12 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Focused
Top funds by AUM in the Equity: Focused category — see how JM Focused Direct Plan-Growth compares on size and returns.
Funds Tracking BSE 500 Total Return Index
Top funds tracking the BSE 500 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to JM Focused Direct Plan-Growth?
Funds similar to JM Focused Direct Plan-Growth in the Equity: Focused category include SBI Focused Fund Direct Plan-Growth, HDFC Focused Fund Direct-Growth, and ICICI Prudential Focused Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of JM Focused Direct Plan-Growth in its category?
On a 3-year return basis JM Focused Direct Plan-Growth is ranked 14 out of 25 funds in the Equity: Focused category as of 5 Oct 2026. On a 5-year return basis it ranks 6 out of 23. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does JM Focused Direct Plan-Growth's expense ratio compare to similar funds?
JM Focused Direct Plan-Growth has an expense ratio of 1.25%. The peers SBI Focused Fund Direct Plan-Growth has an expense ratio of 0.82% and HDFC Focused Fund Direct-Growth has 0.82%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does JM Focused Direct Plan-Growth's AUM compare to similar funds?
JM Focused Direct Plan-Growth has an AUM of ₹292.8 crore. The peers SBI Focused Fund Direct Plan-Growth has an AUM of ₹51,247.7 crore and HDFC Focused Fund Direct-Growth has ₹28,200.7 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Focused?
The top performing fund in the Equity: Focused category on a 3-year basis is Invesco India Focused Fund Direct-Growth with a CAGR of 20.25% as of 5 Oct 2026. JM Focused Direct Plan-Growth has delivered 11.52% CAGR over the same period, ranking 14 out of 25 funds. You can view and compare the full category ranking on sharpely.
How does JM Focused Direct Plan-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, JM Focused Direct Plan-Growth has a Sharpe ratio of 0.37 compared to the Equity: Focused average of 0.42 as of 5 Oct 2026. It ranks 16 out of 27 funds in its category on Sharpe ratio.