JM Financial Mutual Fund
- AMC AGE 32 years
- AMC AUM (In Cr) ₹ 14,505.29
- Number of Schemes 17
JM Financial Mutual Fund is a legacy AMC with a long-running presence in India’s financial services ecosystem. It is often viewed through the lens of institutional experience and a structured approach to product and portfolio management, making it a considered option for investors who prefer established fund houses alongside newer options in a diversified portfolio.
When investors search for JM Financial Mutual Fund schemes or review JM Financial Mutual Fund returns, it’s important to judge scheme selection by category fit and the intended portfolio role, since returns can vary significantly across market cycles depending on the scheme type. On 5paisa, you can evaluate JM Financial Mutual Fund schemes, decide between SIP and lump sum, and manage your investments from one dashboard.
For long-term goals, SIP-based investing can help keep behaviour consistent and reduce the temptation to react to short-term noise.
List of JM Financial Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
JM Midcap Fund - Regular Growth
|
1,275 | 20.60% | - | |
JM Flexicap Fund Growth
|
5,178 | 15.25% | 16.43% | |
JM ELSS Tax Saver Fund Growth
|
232 | 14.97% | 14.20% | |
JM Value Fund Growth
|
823 | 13.43% | 14.63% | |
JM Focused Fund Growth
|
286 | 13.40% | 13.62% | |
JM Aggressive Hybrid Fund - Growth
|
692 | 13.32% | 12.93% | |
JM Large Cap Fund - Growth
|
409 | 10.75% | 11.07% | |
JM Low Duration Fund Growth
|
219 | 6.81% | 5.92% | |
JM Liquid Fund - Super Inst Plan Growth
|
1,759 | 6.80% | 6.09% | |
JM Liquid Fund - Growth
|
1,759 | 6.79% | 6.09% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
JM Midcap Fund - Regular Growth
|
20.60% Fund Size (Cr.) - 1,275 |
||
JM Flexicap Fund Growth
|
15.25% Fund Size (Cr.) - 5,178 |
||
JM ELSS Tax Saver Fund Growth
|
14.97% Fund Size (Cr.) - 232 |
||
JM Value Fund Growth
|
13.43% Fund Size (Cr.) - 823 |
||
JM Focused Fund Growth
|
13.40% Fund Size (Cr.) - 286 |
||
JM Aggressive Hybrid Fund - Growth
|
13.32% Fund Size (Cr.) - 692 |
||
JM Large Cap Fund - Growth
|
10.75% Fund Size (Cr.) - 409 |
||
JM Low Duration Fund Growth
|
6.81% Fund Size (Cr.) - 219 |
||
JM Liquid Fund - Super Inst Plan Growth
|
6.80% Fund Size (Cr.) - 1,759 |
||
JM Liquid Fund - Growth
|
6.79% Fund Size (Cr.) - 1,759 |
Key Information about JM Financial Mutual Fund
- Name of the Mutual Fund
- JM Financial Mutual Fund
- Date of Incorporation
- 09 June 1994
- Setup Date
- 15 September 1994
- Sponsor Name
- JM Financial Limited
- Trustee Name
- JM FINANCIAL TRUSTEE COMPANY PRIVATE LIMITED
- Chief Executive Officer
- Mr. Amitabh Mohanty
- Compliance Officer
- Ms. Diana D'sa
- Chairman
- Mr. Hariharan Aiyar
- Investment Service Officer
- NA
- Auditor
- kkc & associates LLP (for AMC), CNK & Associates, M/s. Chokshi & Chokshi LLP
- Custodian
- HDFC Bank Limited
- Registrars
- KFin Technologies Limited
- Address (Head Office)
- Corporate Office - One International Center,22nd Floor,Tower 2,Senapati Bapat Marg,Prabhadevi
- Telephone No
- 022-61987777
- Fax No
- 022-61987704
JM Financial Mutual Fund Managers
He has more than 20 years of experience in equity research and fund management. He joined Sundaram AMC in April 2007. Before joining Sundaram AMC he was worked with ICICI Securities and Franklin Templeton.
He has 17 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company Pvt. Ltd. Prior to that, for more than 2 years, he was with SBI Funds Management Pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with ]rms like Jet Age Securities and Sushil Finance Consultants for almost 2 years. He is the Fund Manager for JM Value Fund. He is also the joint Fund Manager for JM Arbitrage Fund and JM Large Cap Fund.
Around 18 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Private Ltd. since 2008. Prior to joining the AMC, he has worked with lotus AMC, Chanrai Finance Private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd. He is the Fund manager for JM Arbitrage Advantage Fund.
Ms. Ruchi is a graduate in science and PGDBM in finance. She has 10years of rich experience in fixed income market. Ms. Ruchi was associated with few brokers and institutions like Reliance Life
Prior to joining Peerless Funds Management Co.Limited he has worked with Lic Nomura Mutual Fund AMC, Daiwa Asset Managment Pvt.ltd.,SBI Funds Managment Pvt.Ltd.,IL&FS Investment Ltd and Darashaw & Co.Pvt. Ltd.
Before joining JM Financial AMC, she was associated with Karvy Capital Limited.
How to Invest in JM Financial Mutual Fund?
Investing in JM Financial Mutual Fund through 5paisa is an online process designed for clarity, so you can shortlist schemes and invest without operational complexity. Here’s how to do it:
Step 1: Log in to your 5paisa account or create a new account with your mobile number and email.
Step 2: Complete KYC digitally using PAN and address proof to enable mutual fund investing on the platform.
Step 3: Go to Mutual Funds and search for JM Financial Mutual Fund to explore JM Financial Mutual Fund schemes available to invest.
Step 4: Decide your investment horizon and whether the scheme is intended for growth, stability, or diversification within your portfolio.
Step 5: Review scheme information carefully and ensure the category and risk profile are compatible with your expectations.
Step 6: Choose SIP if you prefer phased investing or select lump sum if you’re making a one-time allocation decision.
Step 7: Confirm transaction details, complete payment, and track your holdings through your 5paisa portfolio dashboard.
Once processing is complete, your units are reflected in your portfolio, and future actions remain manageable online.
How to Invest in JM Financial Mutual Fund ?
Investing in JM Financial Mutual Fund through 5paisa is an online process designed for clarity, so you can shortlist schemes and invest without operational complexity. Here’s how to do it:
Step 1: Log in to your 5paisa account or create a new account with your mobile number and email.
Step 2: Complete KYC digitally using PAN and address proof to enable mutual fund investing on the platform.
Step 3: Go to Mutual Funds and search for JM Financial Mutual Fund to explore JM Financial Mutual Fund schemes available to invest.
Step 4: Decide your investment horizon and whether the scheme is intended for growth, stability, or diversification within your portfolio.
Step 5: Review scheme information carefully and ensure the category and risk profile are compatible with your expectations.
Step 6: Choose SIP if you prefer phased investing or select lump sum if you’re making a one-time allocation decision.
Step 7: Confirm transaction details, complete payment, and track your holdings through your 5paisa portfolio dashboard.
Once processing is complete, your units are reflected in your portfolio, and future actions remain manageable online.
Top 10 JM Financial Mutual Fund to Invest
- JM Midcap Fund - Regular Growth is an Mid Cap scheme that was launched on 31-10-2022 and is currently under the management of our experienced fund manager Satish Ramanathan. With an impressive
AUM of ₹1,275 Crores, this scheme's latest NAV is ₹20.7606 as of 7/17/2026 12:00:00 AM.
JM Midcap Fund - Regular Growth scheme has delivered a return performance of 6.02% in the last 1 year, 20.60% in the last 3 years, and an 22.12 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,275
- 3Y Return
- 20.60%
- JM Flexicap Fund Growth is an Flexi Cap scheme that was launched on 31-07-2008 and is currently under the management of our experienced fund manager Satish Ramanathan. With an impressive
AUM of ₹5,178 Crores, this scheme's latest NAV is ₹98.1166 as of 7/17/2026 12:00:00 AM.
JM Flexicap Fund Growth scheme has delivered a return performance of -0.64% in the last 1 year, 15.25% in the last 3 years, and an 13.74 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 5,178
- 3Y Return
- 15.25%
- JM ELSS Tax Saver Fund Growth is an ELSS scheme that was launched on 24-12-2007 and is currently under the management of our experienced fund manager Deepak Chandra Gupta. With an impressive
AUM of ₹232 Crores, this scheme's latest NAV is ₹50.3169 as of 7/17/2026 12:00:00 AM.
JM ELSS Tax Saver Fund Growth scheme has delivered a return performance of 2.58% in the last 1 year, 14.97% in the last 3 years, and an 9.23 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.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 232
- 3Y Return
- 14.97%
- JM Value Fund Growth is an Value scheme that was launched on 25-03-1997 and is currently under the management of our experienced fund manager Satish Ramanathan. With an impressive
AUM of ₹823 Crores, this scheme's latest NAV is ₹93.7886 as of 7/17/2026 12:00:00 AM.
JM Value Fund Growth scheme has delivered a return performance of -6.87% in the last 1 year, 13.43% in the last 3 years, and an 15.73 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Value Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 823
- 3Y Return
- 13.43%
- JM Focused Fund Growth is an Focused scheme that was launched on 14-01-2008 and is currently under the management of our experienced fund manager Asit Bhandarkar. With an impressive
AUM of ₹286 Crores, this scheme's latest NAV is ₹20.1211 as of 7/17/2026 12:00:00 AM.
JM Focused Fund Growth scheme has delivered a return performance of 2.51% in the last 1 year, 13.40% in the last 3 years, and an 4.26 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Focused Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 286
- 3Y Return
- 13.40%
- JM Aggressive Hybrid Fund - Growth is an Aggressive Hybrid scheme that was launched on 12-12-1994 and is currently under the management of our experienced fund manager Asit Bhandarkar. With an impressive
AUM of ₹692 Crores, this scheme's latest NAV is ₹117.9858 as of 7/17/2026 12:00:00 AM.
JM Aggressive Hybrid Fund - Growth scheme has delivered a return performance of -3.73% in the last 1 year, 13.32% in the last 3 years, and an 12.03 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 692
- 3Y Return
- 13.32%
- JM Large Cap Fund - Growth is an Large Cap scheme that was launched on 12-12-1994 and is currently under the management of our experienced fund manager Deepak Chandra Gupta. With an impressive
AUM of ₹409 Crores, this scheme's latest NAV is ₹152.757 as of 7/17/2026 12:00:00 AM.
JM Large Cap Fund - Growth scheme has delivered a return performance of -0.68% in the last 1 year, 10.75% in the last 3 years, and an 9.10 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Large Cap Mutual Funds.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 409
- 3Y Return
- 10.75%
- JM Low Duration Fund Growth is an Low Duration scheme that was launched on 25-09-2006 and is currently under the management of our experienced fund manager Killol Pandya. With an impressive
AUM of ₹219 Crores, this scheme's latest NAV is ₹39.3603 as of 7/17/2026 12:00:00 AM.
JM Low Duration Fund Growth scheme has delivered a return performance of 5.65% in the last 1 year, 6.81% in the last 3 years, and an 7.16 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Low Duration Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 219
- 3Y Return
- 6.81%
- JM Liquid Fund - Super Inst Plan Growth is an Liquid scheme that was launched on 23-12-1997 and is currently under the management of our experienced fund manager Killol Pandya. With an impressive
AUM of ₹1,759 Crores, this scheme's latest NAV is ₹43.6154 as of 7/19/2026 12:00:00 AM.
JM Liquid Fund - Super Inst Plan Growth scheme has delivered a return performance of 6.17% in the last 1 year, 6.80% in the last 3 years, and an 6.87 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Liquid Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,759
- 3Y Return
- 6.80%
- JM Liquid Fund - Growth is an Liquid scheme that was launched on 23-12-1997 and is currently under the management of our experienced fund manager Killol Pandya. With an impressive
AUM of ₹1,759 Crores, this scheme's latest NAV is ₹75.8555 as of 7/19/2026 12:00:00 AM.
JM Liquid Fund - Growth scheme has delivered a return performance of 6.15% in the last 1 year, 6.79% in the last 3 years, and an 7.35 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Liquid Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,759
- 3Y Return
- 6.79%
Other Calculators
Frequently Asked Questions
Search for JM Financial Mutual Fund in the 5paisa Mutual Funds section, select a scheme based on your goal, and invest via SIP or lump sum digitally.
The best JM Financial Mutual Fund for SIP is usually the scheme that aligns with your time horizon, risk comfort, and portfolio role rather than being chosen purely on recent performance.
Schemes offered by JM Financial Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Yes, SIP instructions can be managed through 5paisa, allowing you to pause or stop future contributions depending on your plan.
You need an active 5paisa account, KYC completion, and a linked bank account so investments and redemption proceeds can be processed correctly.
It is fairly simple to increase your SIP amount in JM Financial Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.