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JM Flexicap Fund Review 2025
JM Flexicap Fund has been one of the top-performing Flexicap funds over the long term. But in the last 1 year, the fund has seen underperformance. In this video, we break down its returns, portfolio strategy, sector rotation, and risks — and answer the most common questions investors ask.

Key Highlights of JM Flexicap Fund
10 Yr CAGR: ~16.4%
5 Yr CAGR: ~27.32% (as on 11-06-2025)
3 Yr Rolling Return: 17.96% vs Nifty 500 (14.68%)
5 Yr Rolling Return: 17.32% vs Nifty 500 (14.94%)
Last 1 Yr: -7.7% (underperforming benchmark & category)
Fund Size: ₹5,957 Cr


In This Video We Have Covered These Questions:
Why did JM Flexicap Fund underperform in the last 1 year?
👉 Due to fast sector rotation + higher mid & small cap allocation.
What is the fund’s investment strategy?
👉 Focus on structural growth businesses with strong earnings, cash flow, and capital allocation.
What went wrong with sector rotation?
👉 Fund house admits missing balance in market cap & sectors, now shifting to a blended approach.
Is JM Flexicap Fund safe to invest now?
👉 Equity funds are not “safe” like FDs. Higher risk due to valuations & small/midcap tilt.

Can I start SIP in this fund?
👉 Yes, SIP helps average volatility. Suitable for 5+ years horizon.

Should existing investors hold or exit?
👉 If long-term investor → hold. Short-term investors may struggle with volatility.
What are the risks in 2025?
👉 High valuations (P/E ~39.5), execution risk in sector rotation, small/midcap volatility.

What is the future outlook?
👉 Fundamentals remain strong (sales + profit growth), recovery possible if management executes w




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Disclaimer - The Mutual Fund Talk is NOT a SEBI-registered investment advisor. Please do not take this as investment advice.