JM Flexicap Fund (Regular)

Flexi CapEquity Rank 19 of 42

NAV · Regular-Growth

—-0.27-0.27%

As of — · AMFI

NAV growth-1.1%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Steady

positive in 9 of 12 years

Beats its Flexi Cap category on 3Y & 5Y but trails on 1Y.

1Y return

-1.1%

-1.3 vs cat

3Y CAGR

+12.3%

+0.5 vs cat

5Y CAGR

+13.0%

+2.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

17.3%

3Y std dev

Go deeper on JM Flexicap Fund (Regular)

Two data-only views, computed from this fund's real NAV history — no projections.

JM Flexicap Fund (Regular) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.JM Flexicap Fund (Regular) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

JM Flexicap Fund (Regular) is a Flexi Cap scheme from JM Financial. Long-run track record: about 13.0% CAGR over 5 years. Worst historical drawdown: -42% in Dec 2011, recovered in 30 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF192K01635

NAV (Direct-Growth)

₹97.4053

Last 1Y

-1.08%

Oct 25Min ₹83.33 · Max ₹101.81 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Dec 2011

-42.4%

Peak ₹17.44 on 6 Oct 2010 → trough ₹10.04 on 20 Dec 2011 (15 months down).

Recovered in 30 months· 3 Jun 2014

Oct 2008

-40.7%

Peak ₹10.00 on 23 Sept 2008 → trough ₹5.93 on 27 Oct 2008 (1 months down).

Recovered in 7 months· 19 May 2009

Mar 2020

-35.0%

Peak ₹36.20 on 12 Feb 2020 → trough ₹23.53 on 23 Mar 2020 (1 months down).

Recovered in 8 months· 27 Nov 2020

Feb 2016

-24.1%

Peak ₹23.43 on 20 Jul 2015 → trough ₹17.78 on 25 Feb 2016 (7 months down).

Recovered in 5 months· 29 Jul 2016

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.45%	+0.22%	18/ 54
1M	-2.27%	-3.37%	10/ 53
3M	-0.53%	-1.81%	16/ 52
6M	+13.26%	+9.36%	15/ 52
YTD	+0.42%	-1.18%	20/ 50
1Y	-1.08%	+0.21%	28/ 47
2Y	-3.24%	+0.78%	41/ 44
3Y	+12.29%	+11.82%	19/ 42
5Y	+13.05%	+10.51%	7/ 30
7Y	+16.78%	+15.55%	7/ 25
10Y	+14.45%	+13.31%	6/ 21

Peers in Flexi Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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