JM Financial Mutual Funds was launched on 15th September 1994. Its trustee company is JM Financial Trustee Company Private Limited. The company’s primary aim is to generate for every individual that vests trust in the company through investments in their mutual funds. It aims at building a long-term business relationship with every customer and comes as a trusted source of investment. View More
JM Financial Mutual Fund Key Information
- Founded on
- 15th September 1994
- Name of the Mutual Fund
- JM Financial Mutual Fund
- Date of Incorporation
- 9th June 1994
- Sponsor Name
- JM Financial Ltd
- Trustee Name
- JM Financial Trustee Company Pvt. Ltd
- Managing Director & Chief Executive Officer
- Bhanu Katoch
- Compliance Officer
- Diana D’sa
JM Financial Mutual Fund Managers
Harish C. Kukreja - Investments and Fund Handling - Executive Director
An MA holder from Delhi University, and with an experience of 4 decades, Mr. Harish Kukreja is one of the masterminds behind the investments and fund handling at JM Financial Mutual Funds. He is currently the Executive Director and the Head of Investor Services, Banking Operations, and Settlements at JM Financing.
Asit Bhandarkar - Fund Manager
An MBA in Finance from the University of Mumbai, and with experience of 15 years in the financial services industry, Asit Bhandarkar is one of the most dynamic fund managers in the industry. He currently handles 27 JM Financial Mutual Funds schemes with a cumulative AUM of Rs. 2,454 crores.
Chaitanya Choksi - Fund Manager
With a Finance MBA degree from SVKM’s Narsee Monjee Institute of Management Studies and with a 17 years market experience, Choksi oversees 26 schemes at JM Financial Mutual Funds, having an aggregate AuM of 2,354 crores.
Vikas Agrawal
Sanjay Chhabaria - Equity - Fund Manager
He serves as a Fund Manager in the Equity Division of JM Financial Mutual Funds and has been associated with the company for 12 years. He holds in-depth experience of almost 2 decades in the equity research and fund management of the financial services sector in India.
Gurvinder Singh Wasan - Fixed income - Senior Fund Manager & Credit Analyst
Working as a Senior Fund Manager & Credit Analyst at JM Financial Mutual Fund, Gurvinder Singh Wasan holds 18+ years of fixed-income market experience. He has previously served the roles of structured finance manager with a bank and a credit analyst with a mutual fund company. He has been a part of CRISIL, ICICI Bank, and Principal Asset Management Company during his career.
Shalini Tibrewala - Senior Fund Manager
A senior fund manager at JM Financial, Shalini Tibrewala has over 19 years of experience in the financial services industry. She has been with the company for a long and is currently responsible for managing JM Money Market Fund, JM Liquid Fund, and more in the debt section.
Naghma Khoja - Debt Fund Management - Fund Manager
She is a fund manager for debt funds at JM Financial and has worked in the asset management industry for five years. Before joining this AMC, she was a part of the Portfolio Management Team at Karvy Capital Limited.
How To Invest in JM Financial Mutual Funds?
Investing in JM Financial mutual funds is extremely simple and hassle-free with 5Paisa. This investing platform is one of the biggest online portals in India that provides a quick and easy way to add JM Financial and other investment options to your portfolio. View More
Top 10 JM Financial Mutual Fund to Invest
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
JM Equity Hybrid Fund – Direct Growth is an Aggressive Hybrid scheme that was launched on 03-01-13 and is currently under the management of our experienced fund manager Asit Bhandarkar. With an impressive AUM of ₹54 Crores, this scheme's latest NAV is ₹97.3982 as of 15-09-23.
JM Equity Hybrid Fund – Direct Growth scheme has delivered a return performance of 24.9% in the last 1 year, 25.2% in the last 3 years, and an 13.5% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹54
- 3Y Return
- 24.9%
JM Overnight Fund – Direct Growth is an Overnight scheme that was launched on 03-12-19 and is currently under the management of our experienced fund manager Shalini Tibrewala. With an impressive AUM of ₹635 Crores, this scheme's latest NAV is ₹1173.3206 as of 15-09-23.
JM Overnight Fund – Direct Growth scheme has delivered a return performance of 6.4% in the last 1 year, 4.4% in the last 3 years, and an 4.3% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Overnight funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹635
- 3Y Return
- 6.4%
JM Liquid Fund – Direct Growth is an Liquid scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Shalini Tibrewala. With an impressive AUM of ₹2,005 Crores, this scheme's latest NAV is ₹63.4995 as of 15-09-23.
JM Liquid Fund – Direct Growth scheme has delivered a return performance of 6.8% in the last 1 year, 4.7% in the last 3 years, and an 6.8% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹2,005
- 3Y Return
- 6.8%
JM Large Cap Fund – Direct Growth is an Large Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Gurvinder Singh Wasan. With an impressive AUM of ₹46 Crores, this scheme's latest NAV is ₹131.8525 as of 15-09-23.
JM Large Cap Fund – Direct Growth scheme has delivered a return performance of 16.3% in the last 1 year, 19.7% in the last 3 years, and an 12.7% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹46
- 3Y Return
- 16.3%
JM Flexicap Fund – Direct Growth is an Flexi Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Gurvinder Singh Wasan. With an impressive AUM of ₹544 Crores, this scheme's latest NAV is ₹76.4675 as of 15-09-23.
JM Flexicap Fund – Direct Growth scheme has delivered a return performance of 25.3% in the last 1 year, 31% in the last 3 years, and an 17.3% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹544
- 3Y Return
- 25.3%
JM Value Fund – Direct Growth is an Value scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Gurvinder Singh Wasan. With an impressive AUM of ₹223 Crores, this scheme's latest NAV is ₹77.8884 as of 15-09-23.
JM Value Fund – Direct Growth scheme has delivered a return performance of 34.6% in the last 1 year, 32.8% in the last 3 years, and an 16.9% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Value funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹223
- 3Y Return
- 34.6%
JM Dynamic Bond Fund – Direct Growth is an Dynamic Bond scheme that was launched on 03-01-13 and is currently under the management of our experienced fund manager Gurvinder Singh Wasan. With an impressive AUM of ₹43 Crores, this scheme's latest NAV is ₹38.1644 as of 15-09-23.
JM Dynamic Bond Fund – Direct Growth scheme has delivered a return performance of 6.3% in the last 1 year, 5% in the last 3 years, and an 7.5% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Dynamic Bond funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹43
- 3Y Return
- 6.3%
JM Tax Gain Fund – Direct Growth is an ELSS scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Gurvinder Singh Wasan. With an impressive AUM of ₹90 Crores, this scheme's latest NAV is ₹38.832 as of 15-09-23.
JM Tax Gain Fund – Direct Growth scheme has delivered a return performance of 19.5% in the last 1 year, 26.6% in the last 3 years, and an 17% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS funds.
- Min SIP Investment Amt
- ₹500
- AUM (Cr.)
- ₹90
- 3Y Return
- 19.5%
JM Low Duration Fund – Direct Growth is an Low Duration scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Shalini Tibrewala. With an impressive AUM of ₹170 Crores, this scheme's latest NAV is ₹33.2581 as of 15-09-23.
JM Low Duration Fund – Direct Growth scheme has delivered a return performance of 6.6% in the last 1 year, 4.8% in the last 3 years, and an 6.9% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Low Duration funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹170
- 3Y Return
- 6.6%
JM Arbitrage Fund – Direct Growth is an Arbitrage scheme that was launched on 03-01-13 and is currently under the management of our experienced fund manager Asit Bhandarkar. With an impressive AUM of ₹119 Crores, this scheme's latest NAV is ₹30.5237 as of 15-09-23.
JM Arbitrage Fund – Direct Growth scheme has delivered a return performance of 7.1% in the last 1 year, 4.6% in the last 3 years, and an 6.2% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Arbitrage funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹119
- 3Y Return
- 7.1%
Frequently Asked Questions
Is JM mutual fund good for investing?
Established in 1994, JM mutual fund is a part of JM Financial Group, one of the most reputed finance groups in the country. It strives to generate consistent returns for investors through risk management and portfolio strategies, helping them achieve their financial goals.
How to calculate JM Financial mutual fund SIP?
To calculate the amount of SIP for JM Financial mutual fund, you should consider factors like the SIP tenure, the investment amount, expected rate of interest, and the number of SIPs of JM Financial already paid, if any.
How to redeem investment in JM Financial mutual fund?
You can withdraw your investment in JM Financial mutual fund online and offline. To do it offline, you can visit the nearest branch of the fund house in person and submit a request.
Alternatively, you can visit the website of JM Financial and redeem the investment by signing in with the folio number. You can even withdraw your JM Financial mutual fund investment from any online portal like 5Paisa from where you have invested.
Is a DEMAT account mandatory for investing in JM Financial mutual fund?
No, you don’t require having a DEMAT account to invest in JM Financial mutual funds. It is easy to invest in mutual funds through 5Paisa’s trading app. You simply need to download and install the app and open a mutual fund account to start investing in mutual funds.
Which JM Financial mutual fund is the best?
JM Financial offers a wide range of mutual fund schemes across categories to suit the needs and preferences of varied investors. Each scheme has its investment horizon, risk exposure, and return potential. The ideal scheme is the one that suits your risk appetite and financial goals.
How to start SIP in JM Financial mutual fund online?
Investing in JM Financial mutual fund SIP is easy and hassle-free with 5Paisa. Alternatively, you can invest through the fund house’s official website. You can also use any other online investing platform or mobile application to invest in JM Financial mutual funds.
Can you increase the SIP amount in JM Financial mutual fund online?
Yes, it is possible to increase the SIP of JM Financial mutual fund with the help of top-up or step-up SIPs. This facility was earlier provided by a few fund houses only but is currently available with most of them.
It is, however, recommended that you first check with the fund house. If it offers, you can use the Step-up calculator tool to calculate the SIP amount before proceeding.
How to stop a SIP in JM Financial mutual fund?
You can stop your JM Financial mutual fund SIP anytime by submitting a Cancel SIP request. To stop the SIP, you can either contact your advisor or sign in with your folio number on the official website of the fund house. You can also do this from an investing platform or mobile application like 5Paisa.
What are the benefits of investing in the JM Financial mutual fund with 5Paisa?
5Paisa lets you invest in JM Financial and other options at zero commission. Moreover, investing with this online platform is safe and hassle-free and provides other benefits like transparency on liquidity, professional management, a wide range of investment options, along with minimum starting point of just INR 100.
How much should you invest in JM Financial mutual fund?
The amount you should invest in JM Financial mutual fund depends on the scheme’s tenure and the risk involved. Depending on your financial goals and risk tolerance, you must analyze these aspects to figure out the right amount for your investment.