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. It is an integrated and diversified financial services group whose primary businesses are spread over various brackets.

JM Financial Mutual Fund

The JM Financial Mutual Fund is one of the first privately-owned mutual funds companies that started operations in 1993-94. It is a subsidiary of the JM Financial Group established in 1973 when it launched its first financial company named JM Financial & Investment Consultancy Services. After a decade, in 1986, JM Share & Stock Brokers (JMSSB) was established, the precursor to JM Financial Asset Management Limited and the AMC of JM Financial Mutual Funds.

Top 10 JM Financial Mutual Fund Schemes –

Fund Name
Category
Risk
1Y Returns
Rating
Fund Size (in Cr)
JM Flexicap Fund – Direct Growth Equity Very High 5.20 3 190
JM Equity Hybrid Fund – Direct (Half-Bonus) Hybrid Very High 0.53 - 9.93
JM Equity Hybrid Fund – Direct (Quarterly-Bonus) Hybrid Very High 0.53 - 9.93
JM Equity Hybrid Fund – Direct (Annual-Bonus) Hybrid Very High 0.53 - 9.93
JM Equity Hybrid Fund – Direct Growth Hybrid Very High 0.53 2 9.93
JM Tax Gain Fund – Direct Growth Equity Very High 0.00 4 64
JM Value Fund – Direct Growth Equity Very High -0.38 3 148
JM Large Cap Fund – Direct Growth Equity Very High 1.72 4 48
JM Low Duration Fund – Direct Growth Debt Moderately Low 3.65 2 151
JM Focused Fund – Direct Growth Equity Very High 0.59 1 41
JM Dynamic Bond Fund – Direct (Half-Bonus) Debt Moderate 3.68 - 50
JM Dynamic Bond Fund – Direct Growth Debt Moderate 3.67 3 50
JM Liquid Fund – Direct Growth Debt Moderate 3.70 3 2,005
JM Arbitrage Fund – Direct (Bonus) Hybrid Low 3.59 - 48
JM Arbitrage Fund – Direct Growth Hybrid Low 3.59 1 48
JM Arbitrage Fund – Direct (Annual-B) Hybrid Low 3.59 - 48
JM Arbitrage Fund – Direct (Quarterly-B) Hybrid Low 3.59 - 48
JM Arbitrage Fund – Direct (Half-Bonus) Hybrid Low 3.59 - 48
JM Medium to Long Duration Fund – Direct Growth Debt Moderate 0.83 1 21
JM Liquid Fund-Withheld Brokerage IEF-Direct Growth Debt Moderate - - 2,005
JM Liquid Fund-Unclaimed ARA IEF-Direct Growth Debt Moderate - - 2,005
JM Liquid Fund-Unclaimed Brokerage IEF-Direct Growth Debt Moderate - - 2,005
JM Overnight Fund-Unclaimed IDCW-Dir Growth Debt Moderately Low - - 222
JM Overnight Fund-Unclaimed IDCW I.E.F.-Dir Growth Debt Moderately Low - - 222
JM Overnight Fund-Unclaimed Redemption-Dir Growth Debt Moderately Low - - 222
JM Overnight Fund-Unclaimed Redemption I.E.F.-Dir Growth Debt Moderately Low - - 222
JM Overnight Fund – Direct Growth Debt Moderately Low 3.49 - 222

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. Through integrity, teamwork, innovative approach, client focus, and adequate performance, the company intends to invest in a bouquet of mutual funds that can generate returns over different categories.

JM Financial Ltd has always acted as a prudent financial advisor to its multiple investors, including retail and institutional investors, thereby ensuring high quarterly returns on its considerable portfolio of funds through effective risk management. Flanked by a highly professional and experienced team of fund managers, the company deals in an entire gamut of mutual funds, including equity, debt, ELSS, and fixed and liquid assets. With such a proficient team, the company is sure to continue making a niche for itself in the financial sector of the Indian economy.

JM Financial Mutual Fund Key Information

Name of the Mutual Fund JM Financial Mutual Fund
Asset Management Company Name JM Financial Asset Management Company
Founded on 15th September 1994
Date of Incorporation 9th June 1994
Sponsor Name JM Financial Ltd
Trustee Name JM Financial Trustee Company Pvt. Ltd
Chairman V.P. Shetty
Managing Director & Chief Executive Officer Bhanu Katoch
CIO Mr. Saravana Kumar A
Investor Service Officer Harish Kukreja
Compliance Officer Diana D’sa

How To Invest in JM Financial Mutual Funds with 5 paisa?

You can invest in any JM Financial mutual fund scheme via 5paisa App & Website.

You need to have an All-in-one account with 5paisa to start your mutual fund investments. If you do not have one, open an account today! Opening an All-in-one account with 5paisa is simple and hassle-free.

Below are the steps to invest in JM Financial Mutual Fund on 5paisa – 

Step 1 – Navigate to the Mutual Funds section after login. You can either select from our top collections or search for a specific JM Financial Mutual scheme that you would like to invest in.

Step 2 – After selecting your preferred JM Financial Mutual Fund scheme to invest in, you can check the details such as the fund rating, past performance, and holdings details for better clarity before putting in your money.

Step 3 – Further, you can explore the options to decide whether you want to invest a lump sum amount or would prefer a systematic investment plan (SIP)

Step 4 – If you select a lump sum payment fund, you can choose to make the payment from your ledger balance or through UPI Or Netbanking.

However, if you select SIP, you can choose your preferred SIP date and the amount you want to invest every month. Then, you will be prompted to make payment of the first installment via the three modes of payment mentioned above.

Step 5 – After making the first payment (only applicable for the SIP option), you need to set up the auto-pay mode.

Step 6 – Your investment is complete, and you will see the investment status in your Order Book. 

Your JM Financial Mutual Fund Investment with 5paisa is complete, and you can enjoy the returns!

For easy access, download the 5paisa App and start investing in Mutual Funds quickly, from your handheld gadgets. 

JM Financial Mutual Fund top fund managers

Mr. Harish C. Kukreja

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.

Mr. Asit Bhandarkar

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.

Mr. Chaitanya Choksi

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.

Mr. Vikas Agarwal

A PGDM in Finance from the International School of Business and Media, Mr. Agarwal is the key member of the Debt Fund Management team at JM Financial Mutual Fund India. 

Mr. Sanjay Chhabaria

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.