Archive · 7 Jun 2025
JM Flexi Cap Fund: Performance and Investment Strategy Analysis
Imagine a fund that invests in different types of companies, like a mix-and-match approach.
This particular fund, called JM Flexi Cap, has been doing very well for over a decade.
It's been making investors a lot of money.
The fund picks companies across different sizes and sectors.
Sometimes it invests more in big companies, sometimes in smaller ones.
The fund also adapts to what is happening in the world, like economic growth, interest rates, and global events.
It's a good option for people who want to invest for a long time and are okay with some ups and downs.
JM Flexi Cap fund has delivered strong and consistent performance over the past 10 years.
The fund's mean returns over the past 12 years is 19.4 percent, outperforming its benchmark.
The fund's investment strategy includes a blend of value, growth, and momentum picks.
Exposure to large caps is currently at 58.6 percent as of April 2025.
The fund is suitable for those seeking healthy long-term returns with above-average risk appetite.
- Who
- JM Flexi Cap Fund
- What
- A flexicap investment fund, with a strong performance over the past decade.
- When
- Performance data up to May 2025; analysis published June 7, 2025.
- Where
- Investments are spread across market cap segments.
- Why
- Offers potential for healthy long-term returns with above-average risk appetite.
- Fund Name
- Flexi Cap Fund
- Fund's Track Record
- 16 years
- Mean Returns (5-year rolling returns, Jan 2013-May 2025)
- 19.4 per cent
- Large-cap Exposure (April 2025)
- 58.6 per cent
- Downside Capture Ratio
- 84.5
- SIP Returns (XIRR) over past 10 years
- 20 per cent