62
Flexi CapBuy
JM Flexi Cap
JM · Direct–Growth · rank #17 of 48 by Smart Score
Data updated
Trailing returns
1 Year
0.5%
+2.6% vs index
3 Years
14.7%
+4.9% vs index
5 Years
15.4%
+5.9% vs index
Since launch
16.7%
Year-by-year performance
2021
+34.0%+3.3% vs index
2022
+8.7%+4.9% vs index
2023
+41.5%+15.0% vs index
2024
+35.3%+19.6% vs index
2025
-5.7%-13.3% vs index
2026
+3.5%+7.2% vs index
Why this score
JM Flexi Cap scores 62/100 — #17 of 48 Flexi Cap fund (Buy). It stands out for 5y return and 3y return — beating 91% of peers on 5y return. The main drag is its volatility (better than only 18% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
5Y return15.45% · 91st percentile in category
3Y return14.68% · 72nd percentile in category
Volatility17.11 · 18th percentile in category
Sharpe ratio0.66 · 67th percentile in category
Expense ratio1.07% · 32nd percentile in category
Sortino ratio0.69 · 61st percentile in category
Top holdings
1.ICICI Bank Ltd3.83%
2.State Bank of India2.99%
3.HDFC Bank Ltd2.83%
4.One 97 Communications Ltd2.78%
5.Larsen & Toubro Ltd2.73%
86 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.