JM Financial Mutual Fund
JM Financial Asset Management Limited is an investment management company that offers portfolio management and advisory services to trusts, institutions, individuals, charitable organizations, private funds, and investment companies. (+)
Best JM Financial Mutual Fund
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
JM Flexicap Fund - Direct Growth
|
5,263 | 23.38% | 28.83% | |
JM Value Fund - Direct Growth
|
988 | 22.38% | 29.41% | |
JM Aggressive Hybrid Fund - Direct Growth
|
768 | 21.17% | 28.91% | |
JM Focused Fund - Direct Growth
|
247 | 18.57% | 22.51% | |
JM ELSS Tax Saver Fund - Direct Growth
|
184 | 18.19% | 27.20% | |
JM Large Cap Fund - Direct Growth
|
491 | 15.11% | 19.82% | |
JM Dynamic Bond Fund - Direct Growth
|
45 | 7.81% | 6.90% | |
| JM Medium to Long Duration Fund - Direct Growth
|
24 | 7.67% | 6.33% | |
JM Arbitrage Fund - Direct Growth
|
187 | 7.00% | 5.43% | |
JM Low Duration Fund - Direct Growth
|
224 | 6.98% | 9.86% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
JM Flexicap Fund - Direct Growth
|
23.38% Fund Size (Cr.) - 5,263 |
||
JM Value Fund - Direct Growth
|
22.38% Fund Size (Cr.) - 988 |
||
JM Aggressive Hybrid Fund - Direct Growth
|
21.17% Fund Size (Cr.) - 768 |
||
JM Focused Fund - Direct Growth
|
18.57% Fund Size (Cr.) - 247 |
||
JM ELSS Tax Saver Fund - Direct Growth
|
18.19% Fund Size (Cr.) - 184 |
||
JM Large Cap Fund - Direct Growth
|
15.11% Fund Size (Cr.) - 491 |
||
JM Dynamic Bond Fund - Direct Growth
|
7.81% Fund Size (Cr.) - 45 |
||
| JM Medium to Long Duration Fund - Direct Growth
|
7.67% Fund Size (Cr.) - 24 |
||
JM Arbitrage Fund - Direct Growth
|
7.00% Fund Size (Cr.) - 187 |
||
JM Low Duration Fund - Direct Growth
|
6.98% Fund Size (Cr.) - 224 |
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
Frequently Asked Questions
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.