| Risk | Moderately Low |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.79% |
| NAV | ₹24.5 (17 May 2019) |
|---|---|
| Fund Started | 18 Jul 2006 |
| Fund Size | ₹75 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Indusind Bank Ltd. | Financial | Term Deposits | 15.0% |
| IDFC First Bank Ltd. | Financial | CD | 5.5% |
| Indiabulls Properties Pvt. Ltd. | Construction | CP | 5.4% |
| Tata Global Beverages Ltd. | FMCG | Equity | 4.6% |
| Dewan Housing Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| HDFC Bank Ltd. | Financial | Term Deposits | 3.8% |
| JSW Steel Ltd. | Metals | Equity | 3.1% |
| IDFC Ltd. | Financial | Equity | 2.7% |
| IDFC First Bank Ltd. | Financial | Equity | 2.5% |
| Lupin Ltd. | Healthcare | Equity | 2.3% |
JM Financial Mutual Fund started their mutual fund on 15/09/1994 and its managing total assets of ₹13,952 Cr. Its ranked at 18 as per total assets at end of 30th Sep 2017.
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.