43
FocusedAvoid
JM Focused
JM · Direct–Growth · rank #18 of 28 by Smart Score
Data updated
Trailing returns
1 Year
1.2%
+3.3% vs index
3 Years
12.3%
+2.5% vs index
5 Years
13.2%
+3.7% vs index
Since launch
14.1%
Year-by-year performance
2021
+17.6%-13.0% vs index
2022
+7.9%+4.2% vs index
2023
+34.0%+7.5% vs index
2024
+26.1%+10.5% vs index
2025
-0.3%-8.0% vs index
2026
+1.9%+5.5% vs index
Why this score
JM Focused scores 43/100 — #18 of 28 Focused fund (Avoid). It stands out for 5y return — beating 77% of peers on 5y return. The main drag is its fund size (better than only 5% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
5Y return13.23% · 77th percentile in category
Fund size293.10 Cr · 5th percentile in category
Expense ratio1.32% · 17th percentile in category
Volatility16.52 · 23rd percentile in category
Sharpe ratio0.35 · 38th percentile in category
Sortino ratio0.48 · 38th percentile in category
Top holdings
1.Coforge Ltd5.74%
2.IDFC First Bank Ltd5.06%
3.Ujjivan Small Finance Bank Ltd4.84%
4.Bajaj Finance Ltd4.75%
5.Larsen & Toubro Ltd4.56%
27 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.