JM Value Fund
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Business Overview
JM Value Fund is a mutual fund designed for investors seeking long-term capital appreciation through equity investments. It is ideal for individuals looking to grow their wealth steadily while benefiting from the expertise of seasoned fund managers. This fund focuses on value investing, targeting undervalued stocks with strong fundamentals. It matters because it provides a disciplined approach to investing, making it suitable for both novice and experienced investors. By opting for JM Value Fund, you gain access to a diversified portfolio, professional management, and the potential for significant returns over time.
- Long-term capital appreciation
- Ideal for both novice and experienced investors
- Focus on value investing
- Diversified portfolio
- Managed by experienced professionals
- Potential for significant returns
Investment Thesis
JM Value Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it well for long-term growth, making it a compelling choice for retail investors seeking reliable returns.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Current valuation offers a favorable entry point compared to industry peers.
- Consistent performance history showcases resilience in varying market conditions.
- Focused investment strategy aimed at long-term wealth creation.
Opportunity vs Risk
- Strong historical performance
- Diversified investment portfolio
- Experienced fund management team
- Potential for long-term growth
- Market volatility impact
- Regulatory changes
- Economic downturns
- High expense ratios
Peer Perspective
JM Value Fund trades at a discount to peers like HDFC Mutual Fund and ICICI Prudential, with potential for rerating contingent on improving margin stability and consistent growth in assets under management.
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10BusinessHighThe fund operates in a sector with moderate growth potential but lacks a strong competitive moat.
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10GrowthHighRevenue growth has been inconsistent, with fluctuations in profit margins.
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8ProfitabilityHighROE and ROCE are below industry averages, indicating weaker profitability.
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6ValuationGoodValuation metrics suggest the fund is overvalued compared to peers.
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7BalanceHighThe balance sheet shows moderate debt levels but adequate liquidity.
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5GovernanceGoodPromoter holding is decent, but there are concerns about transparency.
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5DriversGoodLimited growth catalysts identified, with potential execution risks.
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0TechnicalsLowTechnical indicators show weak momentum and low liquidity.