JM Value Fund

Ticker: mf13107
Decent 53/100

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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

Opportunities
  • Strong historical performance
  • Diversified investment portfolio
  • Experienced fund management team
  • Potential for long-term growth
Risks ⚠️
  • 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.
📊 Stock Investment Checklist (100 Points)
JM Value Fund • Updated: 2025-09-29 13:51:14
  • 10
    Business
    High
    The fund operates in a sector with moderate growth potential but lacks a strong competitive moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent, with fluctuations in profit margins.
  • 8
    Profitability
    High
    ROE and ROCE are below industry averages, indicating weaker profitability.
  • 6
    Valuation
    Good
    Valuation metrics suggest the fund is overvalued compared to peers.
  • 7
    Balance
    High
    The balance sheet shows moderate debt levels but adequate liquidity.
  • 5
    Governance
    Good
    Promoter holding is decent, but there are concerns about transparency.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with potential execution risks.
  • 0
    Technicals
    Low
    Technical indicators show weak momentum and low liquidity.
Final Score & Verdict
Score 53 / 100 • Decent
JM Value Fund shows potential but faces challenges in growth consistency and profitability metrics. Caution is advised.


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