JM Financial Mutual Fund
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
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
JM Midcap Fund - Direct Growth
|
1,475 | 25.39% | - | |
JM Flexicap Fund - Direct Growth
|
6,015 | 21.48% | 19.74% | |
JM Value Fund - Direct Growth
|
987 | 21.43% | 19.75% | |
JM ELSS Tax Saver Fund - Direct Growth
|
228 | 21.13% | 18.05% | |
JM Aggressive Hybrid Fund - Direct Growth
|
811 | 19.72% | 17.39% | |
JM Focused Fund - Direct Growth
|
309 | 19.45% | 15.47% | |
JM Large Cap Fund - Direct Growth
|
482 | 17.21% | 15.30% | |
JM Short Duration Fund - Direct Growth
|
87 | 7.56% | - | |
| JM Medium to Long Duration Fund - Direct Growth
|
31 | 7.56% | 5.24% | |
JM Dynamic Bond Fund - Direct Growth
|
60 | 7.48% | 5.97% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
JM Midcap Fund - Direct Growth
|
25.39% Fund Size (Cr.) - 1,475 |
||
JM Flexicap Fund - Direct Growth
|
21.48% Fund Size (Cr.) - 6,015 |
||
JM Value Fund - Direct Growth
|
21.43% Fund Size (Cr.) - 987 |
||
JM ELSS Tax Saver Fund - Direct Growth
|
21.13% Fund Size (Cr.) - 228 |
||
JM Aggressive Hybrid Fund - Direct Growth
|
19.72% Fund Size (Cr.) - 811 |
||
JM Focused Fund - Direct Growth
|
19.45% Fund Size (Cr.) - 309 |
||
JM Large Cap Fund - Direct Growth
|
17.21% Fund Size (Cr.) - 482 |
||
JM Short Duration Fund - Direct Growth
|
7.56% Fund Size (Cr.) - 87 |
||
| JM Medium to Long Duration Fund - Direct Growth
|
7.56% Fund Size (Cr.) - 31 |
||
JM Dynamic Bond Fund - Direct Growth
|
7.48% Fund Size (Cr.) - 60 |
JM Financial Mutual Fund Key Information
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Frequently Asked Questions
Yes, you can invest in JM Financial Mutual Fund direct plans on 5paisa with an online journey that keeps scheme selection and transaction steps clear.
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.
Direct plans generally avoid distributor commissions, while the scheme’s expense ratio and other disclosed costs still apply and are visible within scheme details.
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.
Yes, you can increase your SIP amount later by modifying the SIP instruction, subject to mandate and platform-supported options.