JM Focused Fund(IDCW)
Ticker: mf16822
Decent
66/100
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U
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The UTI Credit Risk Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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UTI Credit Risk Fund(M-IDCW)
The fund faces several challenges including inconsistent growth and weak market sentiment, making it a risky investment.
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U
UTI Credit Risk Fund(A-IDCW)
The UTI Credit Risk Fund shows potential but is hindered by several risks and inconsistencies in growth and profitability.
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U
UTI Credit Risk Fund(H-IDCW)
The UTI Credit Risk Fund shows potential but faces several challenges that may impact its performance.
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UTI Credit Risk Fund(IDCW)
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A
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Axis Conservative Hybrid Fund(Q-IDCW)
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Axis Conservative Hybrid Fund(A-IDCW)
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L
LIC MF Banking & Financial Services Fund(IDCW)
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D
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DSP Nifty Smallcap250 Quality 50 Index Fund(IDCW)
The DSP Nifty Smallcap250 Quality 50 Index Fund shows decent potential with a focus on quality smallcap stocks, but investors should be cautious of the inherent risks associated with smallcap investments.
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B
Bank of India Short Term Income Fund(M-IDCW)
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Bank of India Short Term Income Fund(Q-IDCW)
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S
SBI LT Advantage Fund-VI-(IDCW)
The fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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B
Baroda BNP Paribas Equity Savings Fund(IDCW)
The fund shows decent potential with solid growth and profitability metrics, but some risks remain.
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Business Overview
The JM Focused Fund (IDCW) is a dynamic mutual fund designed for investors seeking long-term capital appreciation with a concentrated portfolio approach. Ideal for those looking to invest in high-quality stocks across various sectors, this fund aims to deliver superior returns while managing risk effectively. Its strategic focus on fewer but high-conviction stocks sets it apart in the market.
- Targeted for long-term capital growth
- Concentrated investment in high-quality stocks
- Managed by experienced fund managers
- Aims to balance risk and return
- Suitable for risk-tolerant investors
- Aligns with a disciplined investment strategy
Investment Thesis
JM Focused Fund (IDCW) stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for Indian retail investors seeking growth and stability.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to peers offers a favorable entry point.
- Diversified portfolio mitigates risk while maximizing returns.
- Consistent performance history reinforces trust in fund management.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified portfolio exposure
- Potential for high returns
- Experienced fund management
- Growing market interest
Risks ⚠️
- Market volatility impacts returns
- Regulatory changes affecting funds
- High expense ratios
- Limited liquidity in certain assets
- Economic downturn risks
📊 Stock Investment Checklist (100 Points)
JM Focused Fund(IDCW) • Updated: 2025-10-01 03:32:26
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10BusinessHighThe fund is focused on sectors with growth potential but lacks a strong competitive moat.
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10GrowthHighConsistent revenue growth observed, but profit margins are fluctuating.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighModerate debt levels, but liquidity is adequate.
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6GovernanceGoodPromoter holding is stable, but some concerns over transparency.
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5DriversGoodGrowth catalysts exist, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The JM Focused Fund shows potential for growth but has several risks that investors should consider before investing.