Key information
  • Funds Offered

    17
  • AUM

  • Highest Return

    30.18%

JM Financial Mutual Fund

JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. Their mission is to manage risk effectively while generating top quartile returns across all product categories. They believe that to cultivate investor loyalty, they must provide a safe haven for their investments. Focussed on helping investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically.

Key information
  • Funds Offered

    17
  • AUM

  • Highest Return

    30.18%
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JM Value-G

4 Morning Star

4 Value Research

6.29 %

4 Morning Star

4 Value Research

NAV

89.65

1M Returns

6.29%

1Y Returns

64.13%

3Y Returns

30.18%

Min. Investment

Rs.100.0

Fund Size

Rs.580.51 Cr

Fund Manager

Satish Ramanathan

Very High Equity G
More

NAV

89.65

Min Investment

₹100.0

Fund Size

₹580.51 cr

Fund Manager

Satish Ramanathan

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JM Flexicap-G

0 Morning Star

5 Value Research

6.31 %

0 Morning Star

5 Value Research

NAV

89.16

1M Returns

6.31%

1Y Returns

62.69%

3Y Returns

29.4%

Min. Investment

Rs.100.0

Fund Size

Rs.1773.87 Cr

Fund Manager

Satish Ramanathan

Very High Equity G
More

NAV

89.16

Min Investment

₹100.0

Fund Size

₹1773.87 cr

Fund Manager

Satish Ramanathan

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JM Aggressive Hybrid-G

4 Morning Star

4 Value Research

5.27 %

4 Morning Star

4 Value Research

NAV

110.69

1M Returns

5.27%

1Y Returns

53.85%

3Y Returns

24.56%

Min. Investment

Rs.100.0

Fund Size

Rs.222.76 Cr

Fund Manager

Asit Bhandarkar

Very High Hybrid G
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NAV

110.69

Min Investment

₹100.0

Fund Size

₹222.76 cr

Fund Manager

Asit Bhandarkar

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JM Focused-G

2 Morning Star

3 Value Research

4.64 %

2 Morning Star

3 Value Research

NAV

18.25

1M Returns

4.64%

1Y Returns

52.66%

3Y Returns

23.23%

Min. Investment

Rs.100.0

Fund Size

Rs.88.96 Cr

Fund Manager

Asit Bhandarkar

Very High Equity G
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NAV

18.25

Min Investment

₹100.0

Fund Size

₹88.96 cr

Fund Manager

Asit Bhandarkar

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JM ELSS Tax Saver-G

4 Morning Star

3 Value Research

6.43 %

4 Morning Star

3 Value Research

NAV

42.21

1M Returns

6.43%

1Y Returns

49.21%

3Y Returns

23.17%

Min. Investment

Rs.500.0

Fund Size

Rs.127.83 Cr

Fund Manager

Asit Bhandarkar

Very High Equity G
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NAV

42.21

Min Investment

₹500.0

Fund Size

₹127.83 cr

Fund Manager

Asit Bhandarkar

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JM Large Cap-G

4 Morning Star

5 Value Research

2.6 %

4 Morning Star

5 Value Research

NAV

145.38

1M Returns

2.6%

1Y Returns

45.64%

3Y Returns

21.22%

Min. Investment

Rs.100.0

Fund Size

Rs.118.71 Cr

Fund Manager

Satish Ramanathan

Very High Equity G
More

NAV

145.38

Min Investment

₹100.0

Fund Size

₹118.71 cr

Fund Manager

Satish Ramanathan

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JM Liquid-G

4 Morning Star

3 Value Research

0.67 %

4 Morning Star

3 Value Research

NAV

65.7

1M Returns

0.67%

1Y Returns

7.21%

3Y Returns

5.47%

Min. Investment

Rs.100.0

Fund Size

Rs.1590.44 Cr

Fund Manager

Shalini Tibrewala

Low to Moderate Debt G
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NAV

65.7

Min Investment

₹100.0

Fund Size

₹1590.44 cr

Fund Manager

Shalini Tibrewala

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JM Liquid Super Inst-G

5 Morning Star

0 Value Research

0.67 %

5 Morning Star

0 Value Research

NAV

37.77

1M Returns

0.67%

1Y Returns

7.2%

3Y Returns

5.46%

Min. Investment

Rs.1000.0

Fund Size

Rs.1590.44 Cr

Fund Manager

Shalini Tibrewala

Low to Moderate Debt G
More

NAV

37.77

Min Investment

₹1000.0

Fund Size

₹1590.44 cr

Fund Manager

Shalini Tibrewala

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JM Overnight Reg-G

0 Morning Star

3 Value Research

0.55 %

0 Morning Star

3 Value Research

NAV

1217.37

1M Returns

0.55%

1Y Returns

6.69%

3Y Returns

5.15%

Min. Investment

Rs.100.0

Fund Size

Rs.314.94 Cr

Fund Manager

Shalini Tibrewala

Low Debt G
More

NAV

1217.37

Min Investment

₹100.0

Fund Size

₹314.94 cr

Fund Manager

Shalini Tibrewala

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JM Arbitrage-G

3 Morning Star

2 Value Research

0.76 %

3 Morning Star

2 Value Research

NAV

30.27

1M Returns

0.76%

1Y Returns

7.23%

3Y Returns

5.09%

Min. Investment

Rs.100.0

Fund Size

Rs.126.72 Cr

Fund Manager

Asit Bhandarkar

Low Hybrid G
More

NAV

30.27

Min Investment

₹100.0

Fund Size

₹126.72 cr

Fund Manager

Asit Bhandarkar

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JM Low Duration-G

3 Morning Star

3 Value Research

0.7 %

3 Morning Star

3 Value Research

NAV

33.97

1M Returns

0.7%

1Y Returns

6.78%

3Y Returns

5.09%

Min. Investment

Rs.100.0

Fund Size

Rs.236.45 Cr

Fund Manager

Shalini Tibrewala

Low to Moderate Debt G
More

NAV

33.97

Min Investment

₹100.0

Fund Size

₹236.45 cr

Fund Manager

Shalini Tibrewala

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JM Dynamic Bond-G

3 Morning Star

3 Value Research

0.09 %

3 Morning Star

3 Value Research

NAV

37.43

1M Returns

0.09%

1Y Returns

5.76%

3Y Returns

4.85%

Min. Investment

Rs.100.0

Fund Size

Rs.40.39 Cr

Fund Manager

Shalini Tibrewala

Moderate Debt G
More

NAV

37.43

Min Investment

₹100.0

Fund Size

₹40.39 cr

Fund Manager

Shalini Tibrewala

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JM Medium to Long Duration-G

1 Morning Star

2 Value Research

0.07 %

1 Morning Star

2 Value Research

NAV

55.95

1M Returns

0.07%

1Y Returns

5.85%

3Y Returns

3.9%

Min. Investment

Rs.100.0

Fund Size

Rs.22.32 Cr

Fund Manager

Shalini Tibrewala

Moderate Debt G
More

NAV

55.95

Min Investment

₹100.0

Fund Size

₹22.32 cr

Fund Manager

Shalini Tibrewala

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JM Small Cap Reg-G

0 Morning Star

0 Value Research

-%

0 Morning Star

0 Value Research

NAV

-

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.0.0

Fund Size

Rs.- Cr

Fund Manager

Asit Bhandarkar

- Equity G
More

NAV

-

Min Investment

₹0.0

Fund Size

₹- cr

Fund Manager

Asit Bhandarkar

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