Top 10 Jm Financial Mutual Funds Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
JM Liquid FundDebtLow7.4%4star1,979
JM Dynamic Debt FundDebtModerately Low7.9%4star326
JM Money Market FundDebtModerately Low6.5%3star35
JM Core 11 FundEquityHigh-4.6%3star32
JM Value FundEquityHigh-9.0%3star125
JM Multi Cap FundEquityModerately High-2.5%3star126
JM G-Sec FundDebtModerate2.9%2star20
JM Low Duration FundDebtModerately Low6.4%2star435
JM Short Term FundDebtModerate5.6%2star16
JM Ultra Short Duration FundDebtModerately Low7.0%2star105
JM Tax Gain FundEquityModerately High-2.6%2star28
JM Equity Hybrid FundHybridModerately High3.7%2star3,539
JM Floater Short Term FundDebtLow6.3%1star2
JM Monthly Income PlanHybridModerate8.5%1star5
JM Large Cap FundEquityModerately High4.1%1star5,042
View All Top 10 Jm Financial Mutual Funds Mutual Funds

JM Financial Mutual Fund

The fund was launched on 15th September 1994 and JM Financial Trustee Company Private Limited acts as the trustee company to JM Financial Mutual Fund.

The main motto of JM Financial is to create wealth for each and every customer. The asset management company wants to be a trusted source to its investors and make them believe that being trustworthy is the most efficient way of generating and long-term business.

The main objectives of the fund is integrity, teamwork, client focus, innovation, implementation and adequate performance. It hosts a bouquet of mutual funds for retail as well as institutional investors and their mission is to mitigate risk, while generating returns over different categories. The professionals aim to scientifically take investment decisions, in order to seek the best possible results.

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JM Liquid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.38% annualized returns in the last 3 years. In the last 1 year, it gave 7.44% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.44% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Shalini Tibrewala

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM1,979Cr
1Y Returns7.4%

JM Dynamic Debt Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 8.41% annualized returns in the last 3 years. In the last 1 year, it gave 7.91% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.91% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Shalini Tibrewala

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM326Cr
1Y Returns7.9%

JM Money Market Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Money Market segment and provided 7.39% annualized returns in the last 3 years. In the last 1 year, it gave 6.54% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.54% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Vikas Agarwal

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM35Cr
1Y Returns6.5%

JM Core 11 Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 15.19% annualized returns in the last 3 years. In the last 1 year, it gave -4.57% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.57% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Asit Bhandarkar, Chaitanya Choksi

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM32Cr
1Y Returns-4.6%

JM Value Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 13.69% annualized returns in the last 3 years. In the last 1 year, it gave -9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Asit Bhandarkar

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM125Cr
1Y Returns-9.0%

JM Multi Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 14.43% annualized returns in the last 3 years. In the last 1 year, it gave -2.55% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.55% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sanjay Kumar Chhabaria

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM126Cr
1Y Returns-2.5%

JM G-Sec Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Gilt segment and provided 8.11% annualized returns in the last 3 years. In the last 1 year, it gave 2.94% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.94% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Vikas Agarwal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM20Cr
1Y Returns2.9%

JM Low Duration Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 7.63% annualized returns in the last 3 years. In the last 1 year, it gave 6.4% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.4% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Vikas Agarwal

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM435Cr
1Y Returns6.4%

JM Short Term Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Short Duration segment and provided 7.34% annualized returns in the last 3 years. In the last 1 year, it gave 5.62% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.62% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Girish Hisaria, Vikas Agarwal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM16Cr
1Y Returns5.6%

JM Ultra Short Duration Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 7.9% annualized returns in the last 3 years. In the last 1 year, it gave 6.96% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.96% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Vikas Agarwal

Launch Date1 Jan 2013
Min Investment Amt5,000
Groww Rating2star
AUM105Cr
1Y Returns7.0%

JM Tax Gain Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 13.94% annualized returns in the last 3 years. In the last 1 year, it gave -2.62% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.62% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sanjay Kumar Chhabaria, Chaitanya Choksi

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM28Cr
1Y Returns-2.6%

JM Equity Hybrid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 8.41% annualized returns in the last 3 years. In the last 1 year, it gave 3.66% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.66% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Sanjay Kumar Chhabaria

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM3,539Cr
1Y Returns3.7%

JM Floater Short Term Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Floater segment and provided 7.4% annualized returns in the last 3 years. In the last 1 year, it gave 6.34% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.34% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Shalini Tibrewala

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating1star
AUM2Cr
1Y Returns6.3%

JM Monthly Income Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 11.1% annualized returns in the last 3 years. In the last 1 year, it gave 8.48% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.48% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Shalini Tibrewala

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating1star
AUM5Cr
1Y Returns8.5%

JM Large Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 9.29% annualized returns in the last 3 years. In the last 1 year, it gave 4.06% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.06% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Asit Bhandarkar, Chaitanya Choksi

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating1star
AUM5,042Cr
1Y Returns4.1%

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Best JM Financial Tax Saving Mutual Funds

Tax saving funds come fall under the ELSS or Equity Linked Savings Scheme, which helps investors to attain substantial returns from their investments, as well claim tax exemptions under Section 80 'C' of the Income Tax Act. These funds primarily invest in equity and equity related securities. Hence, the high returns.

Best JM Financial Equity Mutual Funds

These funds predominantly invest in equity and equity related securities and aim at attaining long-term wealth appreciation. Equity funds are popular among investors because they provide adequate returns by investing in such securities and they are therefore suitable for investors who are willing to take risk, in order to garner high returns.

Best JM Financial Debt Mutual Funds

These funds give constant returns as they invest in debt/money market and government securities. Designed for investors who do not have a high risk appetite, they are good for regular income. These funds do not give returns as high as equity funds, but they are more stable in nature.

Best JM Financial Hybrid Mutual Funds

Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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