JM Financial Mutual Fund
Incorporated in 1994, the JM Financial AMC offers various investment schemes and products. Its offerings include equity funds, balanced funds and fixed-income funds, among others. The research team aims to provide in-depth knowledge of securities along with current economic trends to the fund managers.
The company manages 25 schemes. Out of 25, 6 are equity funds, 2 are hybrid and the rest 17 are debt funds. As of December 2023, the top three schemes of AMC are JM Midcap Fund, JM Liquid Fund and JM Flexicap Fund.
Best JM Financial Mutual Funds
List of Fund Managers
Key information about JM Financial Mutual Funds
Office B, 8th Floor Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai – 400 025
022-61987777 / 33797777
investor@jmfl.com / partnercare@jmfl.com
Compare JM Financial Mutual Fund with other AMCs
Factors to Consider before Investing in JM Financial Asset Management Limited
Here are the underlying factors you should consider before starting to invest in JM Financial Mutual Fund schemes:
Assets Under Management
By Assets under Management (AUM), we mean the total assets that an asset management company manages. A larger AUM indicates a well-established fund house that attracts many investors. As of 2024, the assets under management of JM Financial mutual fund is Rs. 12,082.68 crore.
Investment returns
Investors need to determine the investment returns of a selected mutual fund. Looking into past returns will help you to analyse the consistency of a fund's performance over time. This will minimise your risks of losses and increase return potential.
To check the returns on an SIP investment, you can use INDmoney’s JM Financial Mutual Fund Sip Calculator. This free tool will let you determine whether the chosen scheme suits you.
Fund manager experience
Make sure to look at the skills and performance of fund managers. Investors must consider the experience of a fund manager along with their record of managing other funds.
You can start with the top fund manager, Gurvinder Singh Wasan. He has over 15 years of experience in credit analysis, fixed-income markets, etc. Wasan has previously worked with ICICI Bank Limited and CRISIL Limited.
Expense ratio
The expense ratio is the total fee that investors must pay annually to the AMC for managing a mutual fund. This even includes the fund managers' fees and operation costs of the fund. Choose funds with low expense ratios to earn more profits.
How to Start Investing in JM Financial Mutual Funds with INDmoney.
After you have understood how JM Financial Mutual Funds are, it is time for you to start your investment process with INDmoney. Below are some simple steps to follow to start your mutual fund's investment journey with us.
Step 1:
Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).
Step 2:
Once your Free investment account is ready, you can either search for a JM Financial mutual fund or go to the mutual fund section.
Step 3:
Choose any JM Financial Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.
Step 4:
You can choose to set up SIP in any JM Financial Mutual Funds or even invest as lumpSum. Once you are on the individual JM Financial mutual Fund page click from the bottom “One-time” for lump sum investment or “SIP” for systematic investment plan.
Step 5:
Choose the amount that you want to invest as SIP or LumpSum.
Step 6:
Frequently asked questions
You can calculate the Daily/ Weekly/ Monthly/ Quarterly SIP Amount for all Franklin Mutual Funds using INDMoney’s JM Financial SIP Calculator
You can receive your JM Financial Mutual Fund account statement on your registered email and INDMoney’s online portal after you invest.
Securities and Exchange Board of India (SEBI) regulates JM Financial Mutual Fund and its offered schemes. Thus, there is no guarantee of availing high returns from these schemes. Mutual fund investments typically face ups and downs in the market.
To access the top-performing funds of JM Financial Mutual Fund through INDmoney, visit the 'Returns' tab and sort the list. This way you can view the top-performing funds operating over some time.
Mr. Vikas Agarwal, Mr. Chaitanya Choksi, Mr. Asit Bhandarkar, and Mr Harish C. Kukreja are some of the top fund managers of JM Financial Mutual Fund.
Some of the factors you should consider for investing in a mutual fund are:
- Experience of the fund manager
- Past performance of the fund
- AMC’s reputation
- Your risk appetite
- Investment horizon
- Portfolio of the scheme
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