JM Focused Fund (Regular)

FocusedEquity Rank 19 of 30

NAV · Regular-Growth

—-0.12-0.63%

As of — · AMFI

NAV growth-3.9%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Steady

positive in 8 of 12 years

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

1Y return

-3.9%

-4.1 vs cat

3Y CAGR

+9.6%

-1.8 vs cat

5Y CAGR

+10.0%

+0.1 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

17.3%

3Y std dev

Go deeper on JM Focused Fund (Regular)

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

JM Focused Fund (Regular) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.JM Focused 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 Focused Fund (Regular) is a Focused scheme from JM Financial. Long-run track record: about 10.0% CAGR over 5 years. Worst historical drawdown: -82% in Mar 2009, recovered in 144 months.

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

NAV history

Showing Regular · Growth · INF192K01577

NAV (Direct-Growth)

₹19.5003

Last 1Y

-3.87%

Oct 25Min ₹16.94 · Max ₹20.92 · 247 ptsOct 26

Drawdown stories

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

Mar 2009

-81.7%

Peak ₹10.00 on 5 Mar 2008 → trough ₹1.83 on 4 Mar 2009 (12 months down).

Recovered in 144 months· 5 Jan 2021

Mar 2026 — ongoing

-21.4%

Peak ₹21.56 on 23 Sept 2024 → trough ₹16.94 on 23 Mar 2026 (18 months down).

Not yet recovered

Jun 2022

-20.1%

Peak ₹12.63 on 18 Oct 2021 → trough ₹10.09 on 20 Jun 2022 (8 months down).

Recovered in 6 months· 2 Dec 2022

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	+0.31%	+0.37%	18/ 31
1M	-4.09%	-3.75%	20/ 31
3M	-2.77%	-2.55%	17/ 31
6M	+10.31%	+9.45%	14/ 31
YTD	-2.88%	-1.68%	16/ 31
1Y	-3.88%	+0.23%	22/ 31
2Y	-2.54%	+0.79%	27/ 31
3Y	+9.63%	+11.44%	19/ 30
5Y	+10.03%	+9.90%	14/ 28
7Y	+11.76%	+15.15%	21/ 22
10Y	+10.58%	+12.98%	16/ 16

Peers in Focused

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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