JM Core 11 Fund - Growth - Direct Plan

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  • Net Change on 11-08-2020

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

To provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
JM Core 11 Fund (Direct) - Growth Option 3.15 20.51 -4.47 0.54 7.14 11.40
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX 4.95 21.69 2.20 7.15 6.62 13.11
S&P BSE SENSEX - TRI 5.05 22.45 3.35 8.41 7.98 12.60

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
JM Core 11 Fund (Direct) - Growth Option Jan 01, 2013 Unrated -4.47 0.54 7.14 47.62
Axis Focused 25 Fund - Direct Plan - Growth Option Jan 01, 2013 6.06 8.96 10.54 11,042.87
SBI FOCUSED EQUITY FUND - DIRECT PLAN -GROWTH Jan 01, 2013 6.25 9.52 9.69 9,506.34
Franklin India Focused Equity Fund - Direct - Growth Jan 01, 2013 Unrated -5.75 1.14 4.39 6,999.04
Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan Jan 01, 2013 4.90 3.74 6.82 4,043.09
Nippon India Focused Equity Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 1.48 1.18 5.16 3,685.42

Fund Holdings as on 31-July-2020

  • Maruti Suzuki India Ltd.

  • Asian Paints Ltd.

  • Bajaj Finance Ltd.

  • Bharti Airtel Ltd.

  • Titan Company Ltd.

  • Larsen & Toubro Ltd.

  • Shree Cement Ltd.

  • Petronet LNG Ltd.

  • ICICI Lombard General Insurance Company Ltd.

  • Axis Bank Ltd.

  • HDFC Bank Ltd.

  • TREPS

  • Net Current Assets

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  • Bank - Private

  • Automobiles - Passenger Cars

  • Paints

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Diamond & Jewellery

  • Engineering - Construction

  • Cement & Construction Materials

  • Industrial Gases & Fuels

  • Insurance

  • Miscellaneous

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Fund Manager

  • Education:B.Com.,MMS
  • Experience:11 Year
  • Basic Details:Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years
  • Funds Managed:
  • JM Arbitrage Fund
  • JM Core 11 Fund
  • JM Large Cap Fund
  • JM Value Fund
  • Education:MMS (Finance)
  • Experience:11 Years
  • Basic Details:Mr. Chaitanya Choksi has around 11 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Limited since2008. prior to joining the AMC, he has worked with Lotus AMC, Chanrai Finance private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd.
  • Funds Managed:
  • JM Arbitrage Fund
  • JM Core 11 Fund
  • JM Large Cap Fund
  • JM Tax Gain Fund
  • Cash

  • Equity

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About JM Core 11 Fund

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Scheme Analysis

JM Core 11 Fund is a Equity - Focused Fund fund and belongs to JM Financial Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹47.62 crore. JM Core 11 Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE SENSEX as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of JM Core 11 Fund ended down ₹-0.04(-0.43%)yesterday to ₹8.8003.

Among its top 3 holdings the fund has exposure to Maruti Suzuki India Ltd., and

The JM Core 11 Fund is managed by Asit Bhandarkar and Chaitanya Choksi.

Fund House Contact

505, 5th Floor, Laxmi Towers, Bandra-Kurla Complex, Mumbai: 400 051

022-61987777
investor@jmfinancial.in
+ 91 (022) 2652 8388