Is JM Flexi Cap Fund good? (2024)

Is JM Flexi Cap Fund good?

Is JM Flexicap Fund Growth good for investment? According to the morning star

rating JM Flexicap Fund Growth has a Moderate risk & Exceptional return.

What is the performance of JM Flexicap fund?

1. Current NAV: The Current Net Asset Value of the JM Flexicap Fund as of Apr 12, 2024 is Rs 87.95 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 59.34% (1yr), 28.95% (3yr), 23.02% (5yr) and 14.99% (since launch).

Which Flexicap fund is best?

Is it safe to invest in Flexi Cap fund?

Flexi-cap funds are high-risk equity mutual funds that invest across different market caps. Based on the asset allocation, the level of risk may differ. However, they are risky investments. Furthermore, the portfolio composition depends on the fund manager's proficiency.

Is JM mutual fund good?

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 29.32% & 22.48%. The JM Value Fund comes under the Equity category of JM Financial Mutual Funds. Minimum Investment Amount: Lump sum minimum amount for JM Value Fund is ₹1,000 and for SIP, it is ₹100.

Is Flexi Cap fund good for long term?

Suitability for long-term investment horizons: Flexi cap funds are particularly well-suited for investors with long-term investment horizons. Their adaptability to market changes allows them to potentially benefit from compounding returns over time, making them an attractive option for building wealth in the long run.

Which is better Flexicap or multicap fund?

. Investing in a multi-cap or a flexi-cap fund depends on an investor's overall portfolio. However, most financial experts believe Multi-cap funds are a better bet due to the forced mandate of maintaining a diversified portfolio.

Which cap fund gives highest return?

1-year-return (%)

The top-performing schemes include Quant Large Cap Fund (56 percent), Bank of India Bluechip Fund (49 per cent), JM Large Cap Fund (47 per cent) and Nippon India Large Cap Fund (46 per cent), among others.

Which Flexi Cap fund is best in 2024?

What is the most successful mutual fund?

Why Flexi Cap funds are not performing?

>> Investments in mid-cap and small-cap stocks may pose liquidity risk, especially during volatile market conditions, impacting the fund's ability to buy or sell securities at desired prices. >> Changes in interest rates can affect the performance of debt securities held by flexi-cap funds, impacting overall returns.

Why should you invest in Flexi Cap fund?

Flexi-cap mutual funds are completely flexible in determining the proportion of their asset allocation between large, mid and small-cap stocks. These schemes also invest a minimum of 65 per cent of assets in equity and equity-related instruments.

What percentage should I allocate to Flexi Cap fund?

Flexi-Cap Funds require a minimum of 65% in Equities. This means that at least 65% of the scheme's total assets must be allocated to investments in equity and instruments with an equity component.

Is a JM mutual fund safe?

JM Financial Mutual Fund is one of the emerging AMCs in India. And like any other mutual fund company, it is regulated by the SEBI.

Is JM Financial safe?

Avoid Jm Financial Services Ltd. as it is not regulated by a top-tier regulator. You should avoid brokers that are not regulated at all. Having said that, the fact that a broker is regulated is not sufficient to guarantee the safety of your money.

What is the rank of JM Financial?

Rankings. According to Mergermarket League tables, JM Financial is usually ranked in the top 10 firms for India deals by value with its 2021 rank being No. 4.

Which is better small-cap or flexi cap fund?

Flexi cap funds have the flexibility to invest across market segments, while small-cap funds focus specifically on investing in stocks of small-cap companies. Flexi cap funds provide broader market exposure, whereas small-cap funds target the growth potential of smaller companies.

What is the outlook for mutual funds in 2024?

Industry experts believe that a buoyant economic outlook, along with increased market participation from retail investors, helped in raising the SIP inflow. The investors' confidence in mutual funds continues, which is reflected by the SIP accounts hitting a record high of 8.4 crore in March 2024.

Is it right time to invest in mutual funds today?

There is no better time to start investing. It is very difficult to time the markets and although the markets are due for a correction, it would not be wise to wait further. Also, when it comes to SIPs, there is not much merit in timing the markets. We would suggest you invest in different mutual fund categories.

What are the disadvantages of flexi cap funds?

Which cap fund is best for long term?

Is Parag Parikh Flexi Cap fund good?

Return Consistency: This fund is one of the best in generating consistent return in it's category. Volatility Protection: This fund is one of the best in protecting against volatility in it's category. Return Outperformance: This fund has generated highest return amongst Flexi Cap funds in the last 10 Years.

Which mutual fund gives 20 percent return?

The top-performing flexi cap mutual funds include Quant Flexi Cap, JM Flexicap and Parag Parikh Flexi Cap Fund, which have given more than 20% annualised returns in the past five years.

Which mutual funds give 30% return?

Quant Flexi Cap Fund, Quant Active Fund, and Quant ELSS Tax Saver Fund - a flexi cap, multi cap, and an ELSS fund from Quant Mutual Fund, offered 33.49%, 30.58%, and 34.05% respectively. HDFC Mid-Cap Opportunities Fund, the largest scheme in the mid cap category based on assets managed, offered 30.52%.

Which mutual fund is best to invest in 2024?