JM Financial Mutual Fund
JM Financial Mutual Fund is among the earliest private mutual fund houses in India. It began in 1993-94. It is owned by JM Financial Group, which has had its roots in the finance sector since 1973.
The group has a history dating back to the Indian share market. It expanded and underwent several changes over the years. It collaborated with big companies, introduced new funds, and became more robust. Presently, JM Financial Mutual Fund has numerous schemes across equity, debt, hybrid, and tax-saving segments.
They intend to provide intelligent advice, control risk, and increase money for investors. As of March 2024, the business handles over 5,819 crore in 74 schemes.
Key information about JM Financial Asset Management Ltd.
Mutual Fund name | JM Financial Mutual Fund |
Asset Management Company Name | JM Financial Asset Management Ltd. |
AMC Setup Date | 15th September, 1994 |
AMC Incorporation Date | 9th June, 1994 |
Sponsor name | JM Financial Ltd. |
Trustee organisation | JM Financial Trustee Company Pvt.Ltd |
Chairman | V.P Shetty |
MD and CEO | Bhanu Katoch |
CIO | Mr Saravana Kumar A |
Compliance Officer | Diana D’Sa |
Investor Service Officer | Harish Kukreja |
How to Invest in JM Financial Mutual Fund Online?
It is very simple to invest and takes just a few minutes. You can invest from home.
Steps to invest online:
Visit the official JM Financial Mutual Fund website.
Sign up or log in & upload your proof of ID (Aadhaar, PAN, passport, driving licence, etc.).
Upload proof of address if required.
Choose the time period you wish to invest.
Select your risk level (low, medium, or high).
Choose a JM Financial Mutual Fund.
Choose to invest one time (lump sum) or initiate an SIP.
Once you do that, your investment will reflect in your account within a few working days.
Top Fund Managers
Harish C. Kukreja – More than 40 years of experience, Head of Investor Services.
Asit Bhandarkar – Manages numerous equity funds with strong returns.
Chaitanya Choksi – Over 17 years of market experience, handles large and tax-saving funds.
Vikas Agrawal – Debt specialist, handles fixed income and bond funds.
Sanjay Chhabaria – Handles multi-cap, tax gain, and hybrid funds.
Popular JM Financial Mutual Fund Schemes
Fund Name | Category | Min. Investment | AUM (Cr) | 1Y Returns | SIP Min. |
JM Aggressive Hybrid Fund Direct Growth | Hybrid | 1,000 | 804Cr | -3.1% | 100 |
JM Flexicap Fund Direct Plan Growth | Equity | 1,000 | 5943Cr | -5.3% | 100 |
JM ELSS Tax Saver Fund Direct Plan Growth | Equity | 500 | 209Cr | -3.2% | 500 |
JM Large Cap Fund Direct Plan Growth | Equity | 1,000 | 489Cr | -3.9% | 100 |
JM Value Fund Direct Plan Growth | Equity | 1,000 | 1019Cr | -7.1% | 100 |
JM Focused Direct Plan Growth | Equity | 1,000 | 283Cr | -1.6% | 100 |
JM Medium to Long Duration Fund Direct Growth | Debt | 1,000 | 31Cr | 7.3% | 100 |
JM Dynamic Bond Fund Direct Growth | Debt | 1,000 | 62Cr | 7.3% | 100 |
JM Low Duration Fund Direct Plan Growth | Debt | 1,000 | 204Cr | 8.0% | 100 |
JM Short Duration Fund Direct Growth | Debt | 1,000 | 98Cr | 8.3% | 100 |
JM Arbitrage Fund Direct Growth | Hybrid | 1,000 | 365Cr | 6.7% | 100 |
JM Liquid Fund Direct Growth | Debt | 1,000 | 2694Cr | 6.9% | 100 |
JM Overnight Fund Direct Growth | Debt | 1,000 | 129Cr | 6.0% | 100 |
JM Small Cap Fund Direct Growth | Equity | 1,000 | 715Cr | -3.7% | 100 |
JM Large & Mid Cap Fund Direct Growth | Equity | 1,000 | 313Cr | NA | 100 |
FAQs
Q1. Is JM Financial Mutual Fund safe?
Yes, it is handled by professionals and abides by SEBI regulations.
Q2. What is the minimum amount to invest?
You may begin with 100 by SIP or 500-1,000 by lump sum.
Q3. Can I save tax with JM Financial Mutual Fund?
Yes, the JM ELSS Tax Saver Fund assists in saving tax under Section 80C.
Q4. How do I check my investment?
You may log in to the JM Financial Mutual Fund website and view your account.
Q5. Can I discontinue SIP at any time?
Yes, you can discontinue or modify your SIP at any time.
