JM Financial Mutual Fund
- AMC AGE 32 years
- AMC AUM (In Cr) ₹ 20,348.90
- Number of Schemes 24
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 - Direct Growth
|
1,295 | 21.89% | - | |
JM ELSS Tax Saver Fund - Direct Growth
|
242 | 18.33% | 16.23% | |
JM Flexicap Fund - Direct Growth
|
5,185 | 17.14% | 17.73% | |
JM Focused Fund - Direct Growth
|
289 | 15.39% | 15.49% | |
JM Aggressive Hybrid Fund - Direct Growth
|
704 | 15.22% | 14.78% | |
JM Value Fund - Direct Growth
|
807 | 14.92% | 16.15% | |
JM Large Cap Fund - Direct Growth
|
402 | 13.19% | 12.44% | |
JM Low Duration Fund - Direct Growth
|
217 | 7.33% | 6.44% | |
JM Short Duration Fund - Direct Growth
|
82 | 7.32% | - | |
| JM Medium to Long Duration Fund - Direct Growth
|
30 | 7.09% | 5.75% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
JM Midcap Fund - Direct Growth
|
21.89% Fund Size (Cr.) - 1,295 |
||
JM ELSS Tax Saver Fund - Direct Growth
|
18.33% Fund Size (Cr.) - 242 |
||
JM Flexicap Fund - Direct Growth
|
17.14% Fund Size (Cr.) - 5,185 |
||
JM Focused Fund - Direct Growth
|
15.39% Fund Size (Cr.) - 289 |
||
JM Aggressive Hybrid Fund - Direct Growth
|
15.22% Fund Size (Cr.) - 704 |
||
JM Value Fund - Direct Growth
|
14.92% Fund Size (Cr.) - 807 |
||
JM Large Cap Fund - Direct Growth
|
13.19% Fund Size (Cr.) - 402 |
||
JM Low Duration Fund - Direct Growth
|
7.33% Fund Size (Cr.) - 217 |
||
JM Short Duration Fund - Direct Growth
|
7.32% Fund Size (Cr.) - 82 |
||
| JM Medium to Long Duration Fund - Direct Growth
|
7.09% Fund Size (Cr.) - 30 |
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
Gupta has 4 years of experience in the mutual fund industry. He worked in the operations division of kotak amc for 2 years. Subsequently in April 2007 he moved to the equity fund management team as a research analyst.
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 - Direct 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 ₹1,295 Crores, this scheme's latest NAV is ₹22.8196 as of 8/14/2026 12:00:00 AM.
JM Midcap Fund - Direct Growth scheme has delivered a return performance of 15.16% in the last 1 year, 21.89% in the last 3 years, and an 24.97 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.)
- ₹ 1,295
- 3Y Return
- 21.89%
- JM ELSS Tax Saver Fund - Direct Growth is an ELSS scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Deepak Chandra Gupta. With an impressive
AUM of ₹242 Crores, this scheme's latest NAV is ₹61.2661 as of 8/14/2026 12:00:00 AM.
JM ELSS Tax Saver Fund - Direct Growth scheme has delivered a return performance of 13.46% in the last 1 year, 18.33% in the last 3 years, and an 17.04 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.)
- ₹ 242
- 3Y Return
- 18.33%
- JM Flexicap Fund - Direct Growth is an Flexi Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Satish Ramanathan. With an impressive
AUM of ₹5,185 Crores, this scheme's latest NAV is ₹117.2448 as of 8/14/2026 12:00:00 AM.
JM Flexicap Fund - Direct Growth scheme has delivered a return performance of 7.69% in the last 1 year, 17.14% in the last 3 years, and an 16.97 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.)
- ₹ 5,185
- 3Y Return
- 17.14%
- JM Focused Fund - Direct Growth is an Focused scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Asit Bhandarkar. With an impressive
AUM of ₹289 Crores, this scheme's latest NAV is ₹24.7651 as of 8/14/2026 12:00:00 AM.
JM Focused Fund - Direct Growth scheme has delivered a return performance of 10.94% in the last 1 year, 15.39% in the last 3 years, and an 14.47 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.)
- ₹ 289
- 3Y Return
- 15.39%
- JM Aggressive Hybrid Fund - Direct Growth is an Aggressive Hybrid scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Asit Bhandarkar. With an impressive
AUM of ₹704 Crores, this scheme's latest NAV is ₹141.7443 as of 8/14/2026 12:00:00 AM.
JM Aggressive Hybrid Fund - Direct Growth scheme has delivered a return performance of 5.36% in the last 1 year, 15.22% in the last 3 years, and an 13.55 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.)
- ₹ 704
- 3Y Return
- 15.22%
- JM Value Fund - Direct Growth is an Value scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Satish Ramanathan. With an impressive
AUM of ₹807 Crores, this scheme's latest NAV is ₹110.4675 as of 8/14/2026 12:00:00 AM.
JM Value Fund - Direct Growth scheme has delivered a return performance of 3.96% in the last 1 year, 14.92% in the last 3 years, and an 16.03 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Value Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 807
- 3Y Return
- 14.92%
- JM Large Cap Fund - Direct Growth is an Large Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Deepak Chandra Gupta. With an impressive
AUM of ₹402 Crores, this scheme's latest NAV is ₹182.1379 as of 8/14/2026 12:00:00 AM.
JM Large Cap Fund - Direct Growth scheme has delivered a return performance of 6.02% in the last 1 year, 13.19% in the last 3 years, and an 12.55 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.)
- ₹ 402
- 3Y Return
- 13.19%
- JM Low Duration Fund - Direct Growth is an Low Duration scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Killol Pandya. With an impressive
AUM of ₹217 Crores, this scheme's latest NAV is ₹40.8897 as of 8/14/2026 12:00:00 AM.
JM Low Duration Fund - Direct Growth scheme has delivered a return performance of 6.38% in the last 1 year, 7.33% in the last 3 years, and an 6.99 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.)
- ₹ 217
- 3Y Return
- 7.33%
- JM Short Duration Fund - Direct Growth is an Short Duration scheme that was launched on 10-08-2022 and is currently under the management of our experienced fund manager Killol Pandya. With an impressive
AUM of ₹82 Crores, this scheme's latest NAV is ₹13.1329 as of 8/14/2026 12:00:00 AM.
JM Short Duration Fund - Direct Growth scheme has delivered a return performance of 5.77% in the last 1 year, 7.32% in the last 3 years, and an 7.12 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Short Duration Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 82
- 3Y Return
- 7.32%
- JM Medium to Long Duration Fund - Direct Growth is an Medium to Long Duration scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Killol Pandya. With an impressive
AUM of ₹30 Crores, this scheme's latest NAV is ₹72.6628 as of 8/14/2026 12:00:00 AM.
JM Medium to Long Duration Fund - Direct Growth scheme has delivered a return performance of 4.79% in the last 1 year, 7.09% in the last 3 years, and an 5.68 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Medium to Long Duration Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 30
- 3Y Return
- 7.09%
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.