JM Flexicap Fund Growth 

ISIN — INF192K01635 

Overall Analysis

It has recently recovered and started to perform better according to historical returns, this fund can be on a watchlist.

Performance Analysis 

The fund has been underperforming and is in the lower quartile region, generating negative alpha and is very volatile in nature. The blue line currently crossed above the median thus giving a positive return of around 0.5%.

This fund started with a positive return but after that, it gave a negative return with low risk but currently, it is outperforming the benchmark though with relatively less risk.

The ownership zone is much broader and the centroid is placed in the “large growth” sector but it also has investments in large valued and growth sectors. Its constituent is similar to other flexi-cap funds.

Style – It is higher growth-oriented as the exposure is more than value exposure. It is maintaining exposure like its category average.

Yield – It is generating a lower yield as we know a lower exposure to the yield factor indicates a lower yield for investors.

Momentum – It has higher exposure to momentum which means it has performed well recently. It is also seen it has performed better than the category of funds in this factor.

Quality – It is just below the category average, thus meaning like an average firm.

Volatility – It is a volatile fund as the exposure was higher and thus fluctuation and change of price will be much more.

Liquidity – It means if the exposure is high then it will have a higher share turnover but in this case the exposure is low, thus indicating lower exposure.

Size – This depicts the market capitalization of the fund. It’s exposure to mid-size levels. But it is much lower in size as compared to the category average.


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