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
Fund Name | AUM | 1 Yr Return | Exp. Ratio | |
|---|---|---|---|---|
 JM Flexicap Fund (Direct) Growth Option | ₹5263 Cr | 2.13% | 0.57% | Invest |
JM Value Fund (Direct) - Growth | ₹988 Cr | -0.98% | 1.06% | Invest |
JM Focused Fund (Direct) - Growth Option | ₹247 Cr | -0.35% | 0.78% | Invest |
JM Tax Gain Fund (Direct) - Growth | ₹184 Cr | 4.30% | 1.27% | Invest |
JM Large Cap Fund (Direct) - Growth | ₹491 Cr | -3.86% | 0.72% | Invest |
JM Midcap Fund Direct Growth | ₹1261 Cr | 5.66% | 0.55% | Invest |
JM Small Cap Fund Direct Growth | ₹594 Cr | 0.00% | 0.71% | Invest |
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
AMC | AUM(in Cr) | AUM change (1M) | AUM Rank | |
|---|---|---|---|---|
 Zerodha | ₹914.6 Cr | - ₹37.4 Cr | 3/45 | Invest |
 ICICI | ₹8L Cr | - ₹33.5K Cr | 4/45 | Invest |
 SBI | ₹7.4L Cr | - ₹25.7K Cr | 5/45 | Invest |
 HDFC | ₹7.6L Cr | - ₹41.8K Cr | 6/45 | Invest |
 Kotak | ₹4.6L Cr | - ₹23.1K Cr | 7/45 | Invest |
 Nippon | ₹3.9L Cr | - ₹23.4K Cr | 8/45 | Invest |
 Aditya Birla Sun Life | ₹3.7L Cr | - ₹7.6K Cr | 9/45 | Invest |
 Axis | ₹3.1L Cr | - ₹14K Cr | 10/45 | Invest |
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 Fund or even invest as a lump sum. Once you are on the individual JM Financial mutual Fund page, click on “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 Lump Sum.
Step 6: Set up payments. If you choose to set up SIP in any JM Financial mutual funds, you can do a free automatic pay set up via bank mandate or UPI. If you choose to invest in a lump sum (one-time), then you can pay via UPI, netbanking, NEFT or RTGS.
Frequently asked questions
How to calculate JM Financial Mutual Fund SIP ?
You can calculate the Daily/ Weekly/ Monthly/ Quarterly SIP Amount for all Franklin Mutual Funds using INDMoney’s JM Financial SIP Calculator
How can I get an account statement for my investment in JM Financial Mutual Fund?
You can receive your JM Financial Mutual Fund account statement on your registered email and INDMoney’s online portal after you invest.
Is it safe to invest in JM Financial Mutual Fund?
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.
How can I search for the top-performing fund of JM Financial Mutual Fund?
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.
Who are the top fund managers of JM Financial Mutual Fund?
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.
What are the factors you should consider for investing in a mutual funds
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