The fund was launched on 15th of September 1994 and JM Financial Trustee Company Private Limited acts as the trustee company to JM Financial Mutual Fund. The main motto of JM Financial is to create wealth for each and every customer. The asset management company wants to be a trusted source to its investors and make them believe that being trustworthy is the most efficient way of generating and long-term business. The main objectives of the fund is integrity, teamwork, client focus, innovation, implementation and adequate performance. It hosts a bouquet of mutual funds for retail as well as institutional investors and their mission is to mitigate risk, while generating returns over different categories. The professionals aim to scientifically take investment decisions, in order to seek the best possible results.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
JM Core 11 Fund (Direct) | Large-Cap | High | 17.18 | 43.84 |
JM Tax Gain Fund (Direct) | ELSS (Tax Savings) | Moderately High | 16.95 | 31.96 |
JM Multicap Fund (Direct) | Multi-Cap | Moderately High | 15.98 | 1347.81 |
JM Value Fund (Direct) | Value | High | 15.37 | 136.25 |
JM Large Cap Fund (Direct) | Large-Cap | Moderately High | 9.16 | 2476.88 |
JM G-Sec Fund - (Direct) | Government Bond | Moderate | 8.13 | 14.73 |
JM Dynamic Debt Fund (Direct) | Dynamic Bond | Moderately Low | 8.08 | 347.73 |
JM Low Duration Fund (Direct) | Low Duration | Moderately Low | 7.52 | 295.55 |
JM Money Market Fund (Direct) | Money Market | Moderately Low | 7.31 | 23.54 |
JM Liquid Fund (Direct) | Liquid | Low | 7.22 | 1994.92 |
JM Financial Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of JM Financial Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
JM Core 11 Fund (Direct) | Large-Cap | High | 17.18 | 43.84 |
JM Liquid Fund (Direct) | Liquid | Low | 7.22 | 1994.92 |
JM Dynamic Debt Fund (Direct) | Dynamic Bond | Moderately Low | 8.08 | 347.73 |
JM Financial Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
JM Core 11 Fund (Direct) | Large-Cap | High | 17.18 | 43.84 |
JM Tax Gain Fund (Direct) | ELSS (Tax Savings) | Moderately High | 16.95 | 31.96 |
JM Multicap Fund (Direct) | Multi-Cap | Moderately High | 15.98 | 1347.81 |
JM Value Fund (Direct) | Value | High | 15.37 | 136.25 |
JM Large Cap Fund (Direct) | Large-Cap | Moderately High | 9.16 | 2476.88 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
JM Arbitrage Fund (Direct) | Arbitrage Fund | Moderately Low | 6.21 | 74.53 |
JM Equity Hybrid Fund (Direct) | Aggressive Allocation | Moderately High | 4.78 | 28.47 |
JM Financial Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
JM G-Sec Fund - (Direct) | Government Bond | Moderate | 8.13 | 14.73 |
JM Dynamic Debt Fund (Direct) | Dynamic Bond | Moderately Low | 8.08 | 347.73 |
JM Low Duration Fund (Direct) | Low Duration | Moderately Low | 7.52 | 295.55 |
JM Money Market Fund (Direct) | Money Market | Moderately Low | 7.31 | 23.54 |
JM Liquid Fund (Direct) | Liquid | Low | 7.22 | 1994.92 |
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