JM Core 11 Fund is an open ended equity fund. It was launched on 5^th March, 2008. The investment objective of JM Core 11 Fund is to generate long-term capital by primarily investing in concentrated portfolio of equity related instruments.

JM Core 11 Fund invests in 11 stocks of concentrated portfolio where each stock being investd in to an extent of 9.09% of the scheme’s NAV. In order to prevent any of the stock rising above the targeted concentrated range, JM Core 11 Fund portfolio is rebalanced on a fortnight basis. Moreover, JM Core 11 Fund offers tax benefit on the return.

Why should you opt for JM Core 11 Fund?

• JM Core 11 Fund under JM Financial Mutual Fund invests 97.8% in equity stocks, out of which 89.55% in large cap and 8.26% in mid cap stocks.
• JM Core 11 Mutual Fund Scheme follows no restriction on market or sectoral allocation.
• JM Core 11 Fund review takes place on a half yearly basis to avoid the stagnant condition of teh portfolio. Also, some stocks can also be replaced.
• Based on JM Core 11 Fund review, the scheme primarily invests in large cap companies which are very stable and in the market. And in order to get a high return, the scheme invests in mid cap stocks.
• Investors who wants to earn a regular income and generate capital over a long term can easily invest in JM Core 11 Fund.
• The minimum SIP investment in JM Core 11 Fund is Rs. 500.

Top 5 Sectors of JM Core 11 Fund

(as on 03/04/2019)

Top 10 Holdings of JM Core 11 Fund

(as on 03/04/2019)

JM Core 11 Fund Details

Launch Date- March 05, 2008
Fund Manager- Mr. Asit Bhandarkar, Mr. Chaitanya Choksi
Risk- High
Benchmark- S&P BSE Sensex Index
Return Since Launch- -0.59%
AUM- Rs. 37.45 crore (as on 28th Feb, 2019)
The below mentioned table depicts the performance of JM Core 11 Fund-