Mr. Satish Ramanathan, Mr. Asit Bhandarkar, Mr. Chaitanya Choksi, Ms. Ruchi Fozdar
Investment Objective
JM Flexicap Fund is an open-ended diversified equity fund which aims to provide capital appreciation by
investing primarily in equity and equity related securities of various market capitalisation.There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information set out in this document carefully.
Benchmark
BSE 500 TRI
Expense Ratio
1.77% As on (30-06-2025)
Minimum Investment | Top up
1000.0 | 100.0
Total Assets
5,624.01 Cr As on (30-05-2025)
PERFORMANCE of JM Flexicap Fund (Regular) - Growth option
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of JM Flexicap Fund (Regular) - Growth option