{"id":12112,"date":"2025-04-08T12:50:06","date_gmt":"2025-04-08T12:50:06","guid":{"rendered":"https:\/\/shoonya.com\/blog\/?p=12112"},"modified":"2025-05-22T09:40:33","modified_gmt":"2025-05-22T09:40:33","slug":"jm-value-fund-direct-plan-growth","status":"publish","type":"post","link":"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/","title":{"rendered":"JM Value Fund Direct-Growth: Key Insights, Returns, Risks, and More"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_87 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\"><p class=\"ez-toc-title\" style=\"cursor:inherit\"><\/p>\n<\/div><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#JM_Value_Fund_Direct-Growth_Fund_Management_and_Objectives\" >JM Value Fund Direct-Growth Fund Management and Objectives<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#How_Does_the_JM_Value_Fund_Work\" >How Does the JM Value Fund Work?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#Performance_and_Returns\" >Performance and Returns<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#Investment_Allocation_As_of_28_Feb_2025\" >Investment Allocation (As of 28 Feb 2025)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#Key_Metrics\" >Key Metrics&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#Risk_and_Performance_of_the_JM_Value_Fund\" >Risk and Performance of the JM Value Fund&nbsp;<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#_Taxation_for_JM_Value_Fund\" >&nbsp;Taxation for JM Value Fund&nbsp;<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#How_to_Invest_in_JM_Value_Fund_Direct\" >How to Invest in JM Value Fund Direct?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#Investing_in_Lump_Sum_Mutual_Funds_through_the_Shoonya_Web_Platform\" >Investing in Lump Sum Mutual Funds through the Shoonya Web Platform<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#Setting_Up_an_SIP_for_Mutual_Funds\" >Setting Up an SIP for Mutual Funds<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#Why_Invest_in_the_JM_Value_Fund\" >Why Invest in the JM Value Fund?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#Suitability_of_this_Fund_Who_Should_Invest\" >Suitability of this Fund| Who Should Invest?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#Conclusion\" >Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/#JM_Value_Fund_Direct_Plan-Growth_FAQs\" >JM Value Fund Direct Plan-Growth| FAQs<\/a><\/li><\/ul><\/nav><\/div>\n<div class=\"yoast-breadcrumbs\"><span><span><a href=\"https:\/\/shoonya.com\/blog\/\">Home<\/a><\/span> \u00bb <span><a href=\"https:\/\/shoonya.com\/blog\/investing\/\">Investing<\/a><\/span> \u00bb <span><a href=\"https:\/\/shoonya.com\/blog\/investing\/mutual-funds\/\">Mutual Funds<\/a><\/span> \u00bb <span class=\"breadcrumb_last\" aria-current=\"page\"><strong>JM Value Fund Direct-Growth: Key Insights, Returns, Risks, and More<\/strong><\/span><\/span><\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In any investments, it&#8217;s all about the asset&#8217;s value, right? The returns depend on the value of the asset, whether the same went up or down from the day of investment, and this is irrespective of asset classes. The target is to always buy cheaper, which means at a lower value, and wait for the asset\u2019s value to shoot up, right? For <strong>JM Value Fund Direct &#8211; Growth<\/strong>, this is the exact motto of the fund manager, and in this article, we will be understanding this fund, will analyses how it performed over the years, for whom this fund is suitable, and lots of other aspects of the fund which you as an investor would like to learn about if you are considering this fund in your investment portfolio.&nbsp;<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-j-m-value-fund-direct-growth-fund-management-and-objectives\"><span class=\"ez-toc-section\" id=\"JM_Value_Fund_Direct-Growth_Fund_Management_and_Objectives\"><\/span><strong>J<\/strong>M Value Fund Direct-Growth Fund Management and Objectives<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>JM Value Fund Direct-Growth<\/strong> is a value fund where the asset under management of this fund is invested in securities that are undervalued, with the prediction and hope that the value of the securities will increase over time to reach their fair value or intrinsic value. This brings us to the objective of the fund, which is to generate wealth over the long term and build a well-diversified portfolio.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>JM Value Fund Direct Plan-Growth <\/strong>is managed by \u2013&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Satish Ramanathan: <\/strong>He has been managing this fund since 20 August 2021, and before joining JM Mutual Fund, he was associated with Sundaram BNP Paribas AMC, where he had years of experience in the asset management arena, and he was also involved in the research segment of the firm. Apart from this, he was associated with ICICI Securities, ICRA Ltd., Birla Merlin&amp; Dewoo Finance, and also worked at TCS for a year. He also manages other funds at JM Mutual Fund, which include the JM Flexcap fund, large cap fund, midcap fund, arbitrage fund, and more. He holds an MBA and CFA, and a B.Tech as well.&nbsp;<\/li>\n\n\n\n<li><strong>Asit Bhandarkar: <\/strong>He has been managing the fund since 1 January 2023, along with other funds at the JM Mutual Fund house. He earlier worked with SBI Fund Management Pvt. Ltd. and Lotus India AMC Pvt. Ltd. He is a B.Com (Hons.) graduate and holds an MMS in Finance.&nbsp;<\/li>\n\n\n\n<li><strong>Chaitanya Choksi: <\/strong>He has been associated with this fund since October 2024. Before joining JM Mutual Fund, he was working at Chanrai Finance Pvt. Ltd., and also worked at IL&amp;FS Investmart and also at UTI Investment Advisory Services Ltd. He also holds an MMF in Finance along with CFA.&nbsp;<\/li>\n\n\n\n<li><strong>Ruchi Fozdar:<\/strong> She started managing this fund since 4 October 2024. Earlier she has worked with brokerage houses such as Reliance Life Insurance Co. Ltd., Mahindra Manulife Mutual Fund and others. She holds a PGDBM in Finance and completed her graduation with science stream.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em><a href=\"https:\/\/shoonya.com\/open-an-account\/?utm_source=blog&amp;utm_medium=organic&amp;utm_campaign=cta\" target=\"_blank\" rel=\"noreferrer noopener\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#d79b30\" class=\"has-inline-color\">Excited about investing in the JM Value Fund? Open a free Demat account today!<\/mark><\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-how-does-the-jm-value-fund-work-\"><span class=\"ez-toc-section\" id=\"How_Does_the_JM_Value_Fund_Work\"><\/span><strong>How Does the JM Value Fund Work?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>JM Value Fund <\/strong>works in the line of value investing. So, suppose a stock is priced at X, but the fair price of the stock is Y, which is \u20b9100 more than X. Now, the price of the stock will be moving and ultimately reaching the fair price as per investing basics. So, the fund managers put this fundamental of stock pricing, which is known as value investing, where the price of a stock gradually moves towards the intrinsic value or fair value, to use.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They pick stocks which are undervalued and have potential for rise or having a higher intrinsic value, and then allocate them in a well-diversified manner to generate wealth over time.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-performance-and-returns\"><span class=\"ez-toc-section\" id=\"Performance_and_Returns\"><\/span>Performance and Returns<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>JM Value Fund Direct-Growth <\/strong>has been offering a consistent performance over the years. Here is a detailed return and performance analysis of the fund \u2013&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Time Frame<\/strong><\/td><td><strong>JM Value Fund Direct-Growth (%)<\/strong><\/td><td><strong>Category Average&nbsp;<\/strong><\/td><\/tr><tr><td>Since Inception&nbsp;<\/td><td>16.89<\/td><td>&#8211;<\/td><\/tr><tr><td>6 Month<\/td><td>-18.31<\/td><td>-12.68<\/td><\/tr><tr><td>3 Month<\/td><td>-12<\/td><td>-4.01<\/td><\/tr><tr><td>1 Month<\/td><td>5.17<\/td><td>7.13<\/td><\/tr><tr><td>1 Day<\/td><td>-0.29<\/td><td>-0.38<\/td><\/tr><tr><td>YTD<\/td><td>-12<\/td><td>-5.55<\/td><\/tr><tr><td>1 Year<\/td><td>5.10<\/td><td>7.15<\/td><\/tr><tr><td>3 Year<\/td><td>21.37<\/td><td>18.99<\/td><\/tr><tr><td>5 Year<\/td><td>30.96<\/td><td>30.93<\/td><\/tr><tr><td>7 Year<\/td><td>17.12<\/td><td>15.60<\/td><\/tr><tr><td>10 Year<\/td><td>16.35<\/td><td>14.78<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If you look at the above table, then the fund has performed well in the long run compared to its peers, while in the short term, when the markets are volatile, it has given poorer returns, even lower than the category average.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-investment-allocation-as-of-28-feb-2025\"><span class=\"ez-toc-section\" id=\"Investment_Allocation_As_of_28_Feb_2025\"><\/span>Investment Allocation (As of 28 Feb 2025)<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>JM Value Fund Growth<\/strong> has 99.78% of its assets invested in equity and equity-related instruments, with just 0.22% in cash and cash equivalents.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Market cap-wise asset allocation&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Giant cap \u2013 39.69%<\/li>\n\n\n\n<li>Large Cap \u2013 19.31%<\/li>\n\n\n\n<li>Mid-cap \u2013 20.54%<\/li>\n\n\n\n<li>Small-cap \u2013 20.46%<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">As of 28 February 2025, the fund had an average market cap of \u20b976146 crore, and it spans<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">across 51 stocks, where the top 10 stocks make up 39.45% of its assets.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sectoral Allocation&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The fund invests across sectors, offering a well-diversified portfolio. Here are the top five sectors as of 28 February 2025 &#8211;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Sectors&nbsp;<\/strong><\/td><td><strong>Allocation (%)<\/strong><\/td><\/tr><tr><td>Financial Services&nbsp;<\/td><td>31.93<\/td><\/tr><tr><td>Consumer Discretionary<\/td><td>15.31<\/td><\/tr><tr><td>Technology<\/td><td>14.30<\/td><\/tr><tr><td>Healthcare<\/td><td>11.33<\/td><\/tr><tr><td>Industrials&nbsp;<\/td><td>10.82<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Stock-wise Allocation&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The top five stocks of the JM Value Fund include <strong>\u2013&nbsp;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Stocks<\/strong><\/td><td><strong>Assets (%)<\/strong><\/td><\/tr><tr><td>HDFC Bank<\/td><td>7.46<\/td><\/tr><tr><td>Infosys<\/td><td>6.02<\/td><\/tr><tr><td>Bajaj Finance<\/td><td>4.92<\/td><\/tr><tr><td>ICICI Bank<\/td><td>4.24<\/td><\/tr><tr><td>Dr. Reddy\u2019s Lab<\/td><td>3.22<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"4-key-metrics-\"><span class=\"ez-toc-section\" id=\"Key_Metrics\"><\/span><strong>Key Metrics&nbsp;<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As of 28 February 2025, the fund had an expense ratio of 1.06%, which is a bit higher than the category average of 0.94%.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Fund Details<\/strong><\/td><td><strong>Information<\/strong><\/td><\/tr><tr><td><strong>AUM (Assets Under Management)<\/strong><\/td><td>\u20b9937 Crore as of 28 February 2025<\/td><\/tr><tr><td><strong>Category<\/strong><\/td><td>Equity Fund, open-ended<\/td><\/tr><tr><td><strong>Fund Manager<\/strong><\/td><td>Satish Ramanathan, Asit Bhandarkar, Chaitanya Choksi &amp; Ruchi Fozdar<\/td><\/tr><tr><td><strong>Exit Load<\/strong><\/td><td>1% for Redemption within 30 days<\/td><\/tr><tr><td><strong>Entry Load<\/strong><\/td><td>Nil<\/td><\/tr><tr><td><strong>Minimum Investment<\/strong><\/td><td>\u20b91000 (Lump sum)\u20b9100 (SIP)<\/td><\/tr><tr><td><strong>Benchmark<\/strong><\/td><td>BSE 500 (TRI)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>JM Value Fund NAV <\/strong>as of<strong> <\/strong>28 March 2025 stood at \u20b998.8929.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"5-risk-and-performance-of-the-jm-value-fund-\"><span class=\"ez-toc-section\" id=\"Risk_and_Performance_of_the_JM_Value_Fund\"><\/span>Risk and Performance of the JM Value Fund&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This fund is classified as a \u2018Very High Risk\u2019 fund, which indicates that the fund has the potential for higher returns, but there will be high volatility as well. Here are the risk ratios you need to consider for this fund \u2013&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Standard Deviation (Std Dev% %): <\/strong>It shows how much the returns vary from the average returns generated by the funds themselves. The higher this number, the more it fluctuates.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The Standard deviation of the fund is around 16.77% higher than the category average of 14.63%, depicting a bit more fluctuations.&nbsp;<\/p>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>Beta: <\/strong>This ratio indicates the volatility of the fund\u2019s performance, compared to similar funds in the market. The lower the Beta, the more predictable the returns are, and vice versa. It helps in comparing funds.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>JM Value fund<\/strong> has a beta of 1% while the category average is also 0.98%, indicating similar to a nominally higher volatility.&nbsp;<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Sharpe Ratio: <\/strong>This ratio indicates the return you get for the risk you&#8217;re taking. A higher number means better risk-adjusted returns.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Currently, this fund has a Sharpe ratio of 0.83%, while that of the category is 0.78%, which indicates that the fund has been offering a nominally better risk-adjusted return.&nbsp;<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><strong>Sortino Ratio: <\/strong>It is similar to Sharpe but only looks at downside risk (the risk of losing money).<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">This fund offers a bit higher downside risk-adjusted returns compared to its peers. The average for the category stands at 1.32%, while this fund has 1.42%, indicating higher downside risk-adjusted profits.&nbsp;&nbsp;<\/p>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li><strong>Alpha: <\/strong>It measures<strong> <\/strong>the extra return the fund gives above the market&#8217;s average return.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The fund offers a better return compared to that of its peers as depicted by its Alpha of 7.8% while the average of the category is 5.23%.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-taxation-for-jm-value-fund-\"><span class=\"ez-toc-section\" id=\"_Taxation_for_JM_Value_Fund\"><\/span>&nbsp;Taxation for JM Value Fund&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re investing in the <strong>JM Value Fund<\/strong>, here&#8217;s how your returns will be taxed:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Short-Term Gains<\/strong> &#8211; If you sell the fund units within 1 year of the date of investment, a 20% tax will be levied on the entire return generated during the period.&nbsp;<\/li>\n\n\n\n<li><strong>Long-Term Gains<\/strong> &#8211; If you sell the fund units after one year, any profit generated over and above \u20b9 1.25 lakh will be taxable at a 12.5% rate. The same rate will be applicable for any investment tenure above 1 year.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>So, the longer you hold your investments, the better returns you can expect and the less effect of taxes!<\/em><\/strong><\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Taxes on Dividends<\/strong> \u2013 Dividends earned, if any, will be taxable at the hands of investors as per their tax slabs. If the dividend income surpasses Rs. 5000 in a financial year, then the fund house will deduct 10% TDS before disbursing the dividend into the account of the investor.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Minimum Investment and Lock-in Period<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The minimum investment amount in the <strong>JM Value Fund<\/strong><strong><em> <\/em><\/strong>is \u20b91000 for lump sum and SIP, which is \u20b9100. There is no lock-in period for the <strong>JM Value Fund Direct-Growth<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"7-how-to-invest-in-jm-value-fund-direct\"><span class=\"ez-toc-section\" id=\"How_to_Invest_in_JM_Value_Fund_Direct\"><\/span>How to Invest in JM Value Fund Direct?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can invest in the <strong>JM Value Fund &#8211; Direct Growth<\/strong> plan with Shoonya.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Shoonya offers a free Demat account,&nbsp; Zero brokerage trading, advanced trading tools, 100+ technical indicators, and much more!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-investing-in-lump-sum-mutual-funds-through-the-shoonya-web-platform\"><span class=\"ez-toc-section\" id=\"Investing_in_Lump_Sum_Mutual_Funds_through_the_Shoonya_Web_Platform\"><\/span>Investing in Lump Sum Mutual Funds through the Shoonya Web Platform<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s a quick guide on how to invest in lump sum mutual funds through the Shoonya web platform:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>First, you must log in to your Shoonya account at <a href=\"https:\/\/trade.shoonya.com\" target=\"_blank\" rel=\"noreferrer noopener\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#d79b30\" class=\"has-inline-color\">trade.shoonya.com<\/mark><\/a>. From the &#8220;Orders&#8221; section, click on &#8220;MF order.&#8221;<\/li>\n\n\n\n<li>Search for the fund you wish to invest in; in this case, the JM Value Fund &#8211; Direct Growth plan.<\/li>\n\n\n\n<li>Choose &#8220;Fresh&#8221; for a new investment and enter the amount you want to invest.<\/li>\n\n\n\n<li>You can complete your purchase by clicking the &#8220;Purchase&#8221; button.<\/li>\n\n\n\n<li>You will receive a payment link on your registered email. Use the link to make the payment.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">After payment, your mutual fund units will be allotted to your Demat account within T+2 days.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> You can only make the payment using the bank account registered with your Demat account.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-setting-up-an-sip-for-mutual-funds\"><span class=\"ez-toc-section\" id=\"Setting_Up_an_SIP_for_Mutual_Funds\"><\/span>Setting Up an SIP for Mutual Funds<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you prefer a <strong>Systematic Investment Plan<\/strong> (SIP) for JM Value Fund Direct Plan-Growth plan, you must follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>First, you need to log in to your Shoonya account at <a href=\"https:\/\/trade.shoonya.com\" target=\"_blank\" rel=\"noreferrer noopener\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#d79b30\" class=\"has-inline-color\">trade.shoonya.com<\/mark><\/a>. Go to &#8220;Orders&#8221; and click on &#8220;XSIP.&#8221;<\/li>\n\n\n\n<li>Find the mutual fund for which you want to set up an SIP. In this case, the JM Value Fund &#8211; Direct Growth plan.<\/li>\n\n\n\n<li>If this is your first SIP with Shoonya, you need to create a Mandate ID.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">For that, you must enter the mandate amount and the validity date (until you want to keep your SIP active).<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>You must submit the details, and you\u2019ll receive a Mandate authentication link via email. Approval generally takes 24 hours.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Once your Mandate is approved, you can follow these steps to set up your SIP:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to &#8220;XSIP,&#8221; enter the SIP amount, and select &#8220;Fresh&#8221; as the transaction type.<\/li>\n\n\n\n<li>Choose the date when the SIP will be debited directly from your registered bank.<\/li>\n\n\n\n<li>The approved Mandate ID will auto-reflect.<\/li>\n\n\n\n<li>Choose &#8220;Monthly&#8221; for monthly debits and specify the number of installments (e.g., 24 installments for a 2-year SIP).<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">If you do not want to forget your SIPs and invest systematically, the SIP method can be most suitable for you.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"10-why-invest-in-the-jm-value-fund\"><span class=\"ez-toc-section\" id=\"Why_Invest_in_the_JM_Value_Fund\"><\/span>Why Invest in the JM Value Fund?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The reasons for investing<strong> <\/strong>in the <strong>JM Value Fund Direct-Growth<\/strong> can be the fund\u2019s \u2013&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Consistent returns in the long-term&nbsp;<\/li>\n\n\n\n<li>Help in building wealth in the long-term<\/li>\n\n\n\n<li>Well-diversified portfolio helps mitigate risks<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"11-suitability-of-this-fund-who-should-invest\"><span class=\"ez-toc-section\" id=\"Suitability_of_this_Fund_Who_Should_Invest\"><\/span>Suitability of this Fund| Who Should Invest?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The <strong>JM Value Fund Direct <\/strong>is suitable for investors who:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Are looking for higher returns and ready to take higher risk&nbsp;<\/li>\n\n\n\n<li>Looking for long-term capital appreciation&nbsp;<\/li>\n\n\n\n<li>Can stay invested for at least five years&nbsp;<\/li>\n\n\n\n<li>Can tolerate market ups and downs and business cycles&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"12-conclusion-\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>JM Value Fund <\/strong>make use of the very investment tactic that is value investing coined by Benjamin Graham. If you are looking for long-term investment plan, and want to accumulate wealth over time then this fund can be a good choice for your portfolio. However, check and analyses the risk factors and other details to understand the fund better and whether it fits your portfolio or not.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"13-jm-value-fund-direct-plan-growth-faqs\"><span class=\"ez-toc-section\" id=\"JM_Value_Fund_Direct_Plan-Growth_FAQs\"><\/span>JM Value Fund Direct Plan-Growth| FAQs<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1744115851010\"><strong class=\"schema-faq-question\"><strong>1. What is the JM Value Fund &#8211; Direct Plan?<\/strong><\/strong> <p class=\"schema-faq-answer\">JM Value Fund &#8211; Direct Plan is an open-ended equity fund, that invests in equities and equity-related instruments of stocks which are currently undervalued.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1744115851747\"><strong class=\"schema-faq-question\"><strong>2. What is the expense ratio of the JM Value Fund &#8211; Direct Plan?<\/strong><\/strong> <p class=\"schema-faq-answer\">The expense ratio of the JM Value Fund &#8211; Direct Plan is 1.06% as of 28 February 2025.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1744116084394\"><strong class=\"schema-faq-question\"><strong>3. What is the current NAV of the JM Value Fund &#8211; Direct Plan?<\/strong><\/strong> <p class=\"schema-faq-answer\">The current NAV (Net Asset Value) of the JM Value Fund &#8211; Direct Plan as of<strong> <\/strong>28 March 2025 stood at \u20b998.8929.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1744116099386\"><strong class=\"schema-faq-question\"><strong>4. What is the AUM of the JM Value Fund &#8211; Direct Plan?<\/strong><\/strong> <p class=\"schema-faq-answer\">The total assets under management (AUM) of JM Value Fund &#8211; Direct Plan is \u20b9937 crore as of 28 February 2025.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1744116111083\"><strong class=\"schema-faq-question\"><strong>5. What is the Riskometer level of the JM Value Fund &#8211; Direct Plan?<\/strong><\/strong> <p class=\"schema-faq-answer\">The Riskometer level of the JM Value Fund &#8211; Direct Plan is marked as &#8220;Very High Risk&#8221;.\u00a0<\/p> <\/div> <\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Source: <a href=\"https:\/\/www.valueresearchonline.com\/funds\/16530\/jm-value-fund-direct-plan\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#d79b30\" class=\"has-inline-color\">ValueResearch<\/mark><\/a><\/strong> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">______________________________________________________________________________________<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#d79b30\" class=\"has-inline-color\"><strong>Disclaimer<\/strong><\/mark>: Investments in the securities market are subject to market risks; 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The returns depend on the value of the asset, whether the same went up or down from the day of investment, and this is irrespective of asset classes. The target is to always buy cheaper, which means at a lower value, and wait for the &hellip; <a href=\"https:\/\/shoonya.com\/blog\/jm-value-fund-direct-plan-growth\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;JM Value Fund Direct-Growth: Key Insights, Returns, Risks, and More&#8221;<\/span><\/a><\/p>\n","protected":false},"author":16,"featured_media":12114,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[12],"tags":[7268,7270,7269,7272,7273,7271],"class_list":["post-12112","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds","tag-jm-value-fund-direct-plan-growth","tag-jm-value-fund-direct","tag-jm-value-fund-direct-growth","tag-jm-value-fund-direct-growth-nav","tag-jm-value-fund-portfolio","tag-nav-of-jm-value-fund"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - 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What is the Riskometer level of the JM Value Fund - Direct Plan?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"The Riskometer level of the JM Value Fund - Direct Plan is marked as \"Very High Risk\".\u00a0","inLanguage":"en-US"},"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/posts\/12112","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/comments?post=12112"}],"version-history":[{"count":5,"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/posts\/12112\/revisions"}],"predecessor-version":[{"id":12628,"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/posts\/12112\/revisions\/12628"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/media\/12114"}],"wp:attachment":[{"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/media?parent=12112"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/categories?post=12112"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/shoonya.com\/blog\/wp-json\/wp\/v2\/tags?post=12112"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}