- Scheme Category:
- Equity Scheme >
- Flexi Cap Fund
NAV: ₹ ↓ -0.69%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of JM Flexicap Fund (Regular) - Growth option and its peers as on 11 June, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| JM Flexicap Fund (Regular) - Growth option | -4.49% | -0.69% | -1.14% | -2.38% | 2.79% | -5.87% | 15.33% | 15.22% | 16.52% | 15.94% |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | -6.98% | -0.36% | -0.9% | -3.31% | -2.23% | -4.36% | 14.38% | 13.97% | 18.19% | 16.63% |
| SBI Flexicap Fund - REGULAR PLAN -Growth Option | -8.93% | -0.49% | -0.82% | -3.4% | -2.44% | -4.28% | 8.71% | 8.52% | 10.85% | 11.53% |
| ICICI Prudential Flexicap Fund - Growth | -6.45% | -0.64% | -1.64% | -2.57% | 1.81% | 0.49% | 14.65% | - | - | - |
| HDFC Flexi Cap Fund - Growth Plan | -7.43% | -0.11% | -0.13% | -1.19% | -1.07% | -2.51% | 16.5% | 16.37% | 15.69% | 15.63% |
| Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option | -7.45% | -0.42% | -1.49% | -3.33% | 0.6% | -5.67% | 11.6% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 10.59% | 37.1% | -4.27% | 16.33% | 11.83% | 34.42% | 6.45% | 40.1% | 33.49% | -7.8% |
Discrete returns (monthly)
| Month | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 1.7% | -0.05% | 1.57% | -0.22% | -1.75% | -5.02% | -0.44% | -11.49% | 9.67% | -0.08% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|---|
| Returns | 12.09% | -9.64% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 98.01% | 0.02% (Arbitrage: 0.00%) | 0.00% | 0.00% | 1.97% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 3.79% |
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 3.79% |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 3.58% |
| Dr. Reddy's Laboratories Limited | DRREDDY (INE089A01031) | Pharmaceuticals & Biotechnology | 3.33% |
| Godfrey Phillips India Limited | GODFRYPHLP (INE260B01028) | Cigarettes & Tobacco Products | 2.87% |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 2.74% |
| State Bank of India | SBIN (INE062A01020) | Banks | 2.61% |
| NTPC Limited | NTPC (INE733E01010) | Power | 2.51% |
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 2.42% |
| Apollo Hospitals Enterprise Limited | APOLLOHOSP (INE437A01024) | Healthcare Services | 2.34% |
| Tech Mahindra Limited | TECHM (INE669C01036) | IT - Software | 2.19% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 2.19% |
| Arvind Limited | ARVIND (INE034A01011) | Textiles & Apparels | 2.09% |
| Coal India Limited | COALINDIA (INE522F01014) | Consumable Fuels | 1.99% |
| Hindalco Industries Limited | HINDALCO (INE038A01020) | Non - Ferrous Metals | 1.97% |
| Hero MotoCorp Limited | HEROMOTOCO (INE158A01026) | Automobiles | 1.97% |
| Infosys Limited | INFY (INE009A01021) | IT - Software | 1.93% |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 1.92% |
| One 97 Communications Limited | PAYTM (INE982J01020) | Financial Technology (Fintech) | 1.81% |
| Bharat Forge Limited | BHARATFORG (INE465A01025) | Auto Components | 1.80% |
| Punjab National Bank | PNB (INE160A01022) | Banks | 1.75% |
| Divi's Laboratories Limited | DIVISLAB (INE361B01024) | Pharmaceuticals & Biotechnology | 1.65% |
| Bharat Heavy Electricals Limited | BHEL (INE257A01026) | Electrical Equipment | 1.61% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 1.55% |
| Oil & Natural Gas Corporation Limited | ONGC (INE213A01029) | Oil | 1.52% |
| Amber Enterprises India Limited | AMBER (INE371P01015) | Consumer Durables | 1.45% |
| LG Electronics India Limited | LGEINDIA (INE324D01010) | Consumer Durables | 1.45% |
| Ujjivan Small Finance Bank Limited | UJJIVANSFB (INE551W01018) | Banks | 1.40% |
| Restaurant Brands Asia Limited | RBA (INE07T201019) | Leisure Services | 1.36% |
| Garware Hi-Tech Films Ltd | GRWRHITECH (INE291A01017) | Industrial Products | 1.36% |
| Hitachi Energy India Limited | POWERINDIA (INE07Y701011) | Electrical Equipment | 1.35% |
| ITC Limited | ITC (INE154A01025) | Diversified FMCG | 1.34% |
| UltraTech Cement Limited | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 1.32% |
| Vedanta Limited | VEDL (INE205A01025) | Diversified Metals | 1.24% |
| Tata Motors Limited | INE1TAE01010 | Agricultural, Commercial & Construction Vehicles | 1.23% |
| Star Health and Allied Insurance Co Ltd | STARHEALTH (INE575P01011) | Insurance | 1.23% |
| Kotak Mahindra Bank Limited | INE237A01036 | Banks | 1.22% |
| Multi Commodity Exchange of India Ltd. | INE745G01043 | Capital Markets | 1.20% |
| Adani Port & Special Economic Zone Ltd | ADANIPORTS (INE742F01042) | Transport Infrastructure | 1.17% |
| IDFC First Bank Limited | IDFCFIRSTB (INE092T01019) | Banks | 1.15% |
| 360 ONE WAM LIMITED | 360ONE (INE466L01038) | Capital Markets | 1.12% |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 1.02% |
| ICRA LIMITED | ICRA (INE725G01011) | Capital Markets | 1.00% |
| The Great Eastern Shipping Company Ltd | GESHIP (INE017A01032) | Transport Services | 0.94% |
| Mahindra & Mahindra Financial Serv Ltd. | M&MFIN (INE774D01024) | Finance | 0.94% |
| Tata Consultancy Services Limited | TCS (INE467B01029) | IT - Software | 0.91% |
| Power Finance Corporation Limited | PFC (INE134E01011) | Finance | 0.85% |
| Samvardhana Motherson International Ltd | MOTHERSON (INE775A01035) | Auto Components | 0.82% |
| Emmvee Photovoltaic Power Limited | INE1C6T01020 | Electrical Equipment | 0.81% |
| EQUITAS SMALL FINANCE BANK LIMITED | EQUITASBNK (INE063P01018) | Banks | 0.77% |
| The Shipping Corp of India Ltd | SCI (INE109A01011) | Transport Services | 0.73% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 0.68% |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 0.66% |
| Power Grid Corporation of India Limited | POWERGRID (INE752E01010) | Power | 0.66% |
| Sona BLW Precision Forgings Limited | SONACOMS (INE073K01018) | Auto Components | 0.64% |
| One Source Specialty Pharma Ltd | ONESOURCE (INE013P01021) | Pharmaceuticals & Biotechnology | 0.64% |
| Coromandel International Limited | COROMANDEL (INE169A01031) | Fertilizers & Agrochemicals | 0.54% |
| Clean Science and Technology Limited | CLEAN (INE227W01023) | Chemicals & Petrochemicals | 0.51% |
| JSW Energy Limited | JSWENERGY (INE121E01018) | Power | 0.50% |
| Cohance Lifesciences Limited | COHANCE (INE03QK01018) | Pharmaceuticals & Biotechnology | 0.48% |
| Varun Beverages Limited | VBL (INE200M01039) | Beverages | 0.44% |
| ICICI Prudential Life Insurance Company | ICICIPRULI (INE726G01019) | Insurance | 0.43% |
| CarTrade Tech Limited | CARTRADE (INE290S01011) | Retailing | 0.41% |
| Bosch Home Comfort India Limited | JCHAC (INE782A01015) | Consumer Durables | 0.41% |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 0.40% |
| Bandhan Bank Limited | BANDHANBNK (INE545U01014) | Banks | 0.39% |
| SUBROS LIMITED | SUBROS (INE287B01021) | Industrial Products | 0.37% |
| Billionbrains Garage Ventures Ltd. | INE0HOQ01053 | Capital Markets | 0.37% |
| Newgen Software Technologies Limited | NEWGEN (INE619B01017) | IT - Software | 0.36% |
| Shadowfax Technologies Limited | INE12UN01015 | Transport Services | 0.34% |
| OPTIEMUS INFRACOM LIMITED | OPTIEMUS (INE350C01017) | Telecom - Equipment & Accessories | 0.32% |
| Petronet LNG Limited | PETRONET (INE347G01014) | Gas | 0.32% |
| INDIA CEMENTS LTD | INDIACEM (INE383A01012) | Cement & Cement Products | 0.32% |
| Northern Arc Capital Ltd | NORTHARC (INE850M01015) | Finance | 0.30% |
| Aarti Industries Limited | AARTIIND (INE769A01020) | Chemicals & Petrochemicals | 0.24% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 6% TVS Motor Co Ltd. Cumulative Non Convertible Redeemable Preference Shares # | CARE A1+ | 0.02% |
Portfolio data is as on date 31 March, 2026
NAV history
JM Flexicap Fund (Regular) - Growth option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 11 June, 2026 | 92.1936 | -0.69% |
| 10 June, 2026 | 92.8304 | -0.71% |
| 9 June, 2026 | 93.4932 | 1.33% |
| 8 June, 2026 | 92.268 | -1.13% |
| 5 June, 2026 | 93.3236 | 0.07% |
| 4 June, 2026 | 93.257 | 0.15% |
| 3 June, 2026 | 93.1193 | -0.23% |
| 2 June, 2026 | 93.3383 | 0.43% |
| 1 June, 2026 | 92.9377 | -1% |
| 29 May, 2026 | 93.8728 | -1.04% |
| 27 May, 2026 | 94.86 | 0.18% |
| 26 May, 2026 | 94.6886 | -0.12% |
| 25 May, 2026 | 94.7987 | 1.22% |
| 22 May, 2026 | 93.652 | -0.13% |
| 21 May, 2026 | 93.7761 | 0.15% |
| 20 May, 2026 | 93.6339 | 0.16% |
| 19 May, 2026 | 93.4849 | 0.47% |
| 18 May, 2026 | 93.048 | -0.73% |
| 15 May, 2026 | 93.7283 | -0.16% |
| 14 May, 2026 | 93.8817 | 0.85% |
| 13 May, 2026 | 93.0874 | 0.5% |
| 12 May, 2026 | 92.6216 | -1.92% |
| 11 May, 2026 | 94.4387 | -1.31% |
| 8 May, 2026 | 95.6892 | -0.33% |
| 7 May, 2026 | 96.0033 | 1.2% |
| 6 May, 2026 | 94.8662 | 1.58% |
| 5 May, 2026 | 93.3881 | -0.23% |
| 4 May, 2026 | 93.6066 | 0.64% |
| 30 April, 2026 | 93.0139 | -0.68% |
| 29 April, 2026 | 93.6515 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of JM Flexicap Fund (Regular) - Growth option?
The latest NAV of JM Flexicap Fund (Regular) - Growth option is 92.1936 as on 11 June, 2026.What are YTD (year to date) returns of JM Flexicap Fund (Regular) - Growth option?
The YTD (year to date) returns of JM Flexicap Fund (Regular) - Growth option are -4.49% as on 11 June, 2026.What are 1 year returns of JM Flexicap Fund (Regular) - Growth option?
The 1 year returns of JM Flexicap Fund (Regular) - Growth option are -5.87% as on 11 June, 2026.What are 3 year CAGR returns of JM Flexicap Fund (Regular) - Growth option?
The 3 year annualized returns (CAGR) of JM Flexicap Fund (Regular) - Growth option are 15.33% as on 11 June, 2026.What are 5 year CAGR returns of JM Flexicap Fund (Regular) - Growth option?
The 5 year annualized returns (CAGR) of JM Flexicap Fund (Regular) - Growth option are 15.22% as on 11 June, 2026.What are 10 year CAGR returns of JM Flexicap Fund (Regular) - Growth option?
The 10 year annualized returns (CAGR) of JM Flexicap Fund (Regular) - Growth option are 15.22% as on 11 June, 2026.