Archive · 7 Jun 2025
JM Flexi Cap Fund: A Strong Performer for Long-Term Investors
Imagine a special investment plan called JM Flexi Cap Fund, which has been around for a long time.
This plan has done really well, making investors' money grow at a good rate.
It's like having a smart mix of investments in different companies.
The fund is good at going up when the market goes up and doesn't fall as much when the market goes down.
If you're thinking of investing for a long time, this could be a good choice to help your money grow over many years.
It is suitable for those investors who are comfortable with above-average risk.
JM Flexi Cap Fund, with a 16-year track record, is recommended for long-term investors.
The fund has shown strong performance, with average returns of 19.4% over the past decade.
JM Flexi Cap blends investments across market cap segments, with a current tilt towards large-caps.
The fund's upside capture ratio is 121.1, and the downside capture ratio is 84.5.
The fund is suitable for those seeking healthy long-term returns with above-average risk appetite.
- Who
- JM Flexi Cap Fund investors.
- What
- JM Flexi Cap Fund's performance and suitability for investment.
- When
- Published on June 7, 2025, with performance data up to May 2025.
- Where
- N/A
- Why
- To provide insight on the fund's potential for long-term returns and suitability for investment.
- Fund Track Record
- Over 16 years
- Mean Returns (5-year rolling)
- 19.4%
- Beating benchmark % of time
- 93%
- Upside Capture Ratio
- 121.1
- Downside Capture Ratio
- 84.5
- Large-cap Allocation (April 2025)
- 58.6%
- SIP returns (XIRR) over 10 years
- 20%