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Best JM Financial Debt Mutual Funds

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.

If you are saving for very short-term goals like a vacation or buying an automobile, then this category is ideal for gains within one year. It is also an excellent resort to park your money until you decide where to invest or spend next. Returns are taxed as per your income tax slab if sold before three years and have negligible tax post that period.

Purpose: Invest here for your short term goals like a vacation, buying a bike, jewelry or expensive gadget.

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Top 10 Jm Financial Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
JM Liquid FundDebtLow to Moderate3.3%2star1,280
JM Core 11 FundEquityVery High50.1%2star48
JM Dynamic Debt FundDebtModerate7.0%3star72
JM Flexicap FundEquityVery High62.0%4star164
JM Tax Gain FundEquityVery High73.1%4star53
JM Value FundEquityVery High74.2%3star137
JM Large Cap FundEquityVery High38.7%3star61
JM Arbitrage FundHybridLow2.2%1star55
JM Equity Hybrid FundHybridVery High81.1%3star7
JM Income FundDebtLow to Moderate5.4%2star17
JM Short Term FundDebtModerate4.5%2star30
JM Money Market FundDebtModerately Low4.2%1star24
JM Overnight FundDebtLow3.1%star191
JM Low Duration FundDebtLow to Moderate26.0%5star128
JM Monthly Income PlanHybridModerate8.5%1star5
View All Top 10 Jm Financial Mutual Funds

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Now let us jump and check about these top 10 mutual fund schemes.

JM Liquid Fund Direct Growth

Fund Performance: This fund has given 5.61% annualized returns in the last three years. In the last year, its returns were 3.34%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.34% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,280Cr
1Y Returns3.3%

JM Core 11 Direct Plan Growth

Fund Performance: This fund has given 6.26% annualized returns in the last three years. In the last year, its returns were 50.14%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 50.14% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM48Cr
1Y Returns50.1%

JM Dynamic Debt Fund Direct Growth

Fund Performance: This fund has given 7.1% annualized returns in the last three years. In the last year, its returns were 7.04%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 7.04% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM72Cr
1Y Returns7.0%

JM Flexicap Fund Direct Plan Growth

Fund Performance: This fund has given 12.69% annualized returns in the last three years. In the last year, its returns were 62.03%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 62.03% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM164Cr
1Y Returns62.0%

JM Tax Gain Direct Plan Growth

Fund Performance: This fund has given 12.57% annualized returns in the last three years. In the last year, its returns were 73.06%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 73.06% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM53Cr
1Y Returns73.1%

JM Value Fund Direct Plan Growth

Fund Performance: This fund has given 10.41% annualized returns in the last three years. In the last year, its returns were 74.17%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 74.17% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM137Cr
1Y Returns74.2%

JM Large Cap Fund Direct Plan Growth

Fund Performance: This fund has given 10.29% annualized returns in the last three years. In the last year, its returns were 38.68%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 38.68% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM61Cr
1Y Returns38.7%

JM Arbitrage Fund Direct Growth

Fund Performance: This fund has given 4.49% annualized returns in the last three years. In the last year, its returns were 2.2%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 2.2% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM55Cr
1Y Returns2.2%

JM Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 11.61% annualized returns in the last three years. In the last year, its returns were 81.08%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 81.08% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM7Cr
1Y Returns81.1%

JM Income Fund Direct Growth

Fund Performance: This fund has given 3.09% annualized returns in the last three years. In the last year, its returns were 5.41%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.41% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM17Cr
1Y Returns5.4%

JM Short Term Plan Direct Growth

Fund Performance: This fund has given 3.67% annualized returns in the last three years. In the last year, its returns were 4.45%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.45% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM30Cr
1Y Returns4.5%

JM Money Market Fund Direct Plan Growth

Fund Performance: This fund has given 6% annualized returns in the last three years. In the last year, its returns were 4.21%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.21% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM24Cr
1Y Returns4.2%

JM Overnight Fund Direct Growth

Fund Performance: In the last year, its returns were 3.09%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.09% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. .

Min Investment Amt₹5,000
AUM191Cr
1Y Returns3.1%

JM Low Duration Fund Direct Plan Growth

Fund Performance: This fund has given 5.78% annualized returns in the last three years. In the last year, its returns were 25.97%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 25.97% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM128Cr
1Y Returns26.0%

JM Monthly Income Plan Direct Growth

Fund Performance: This fund has given 11.1% annualized returns in the last three years. In the last year, its returns were 8.48%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.48% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM5Cr
1Y Returns8.5%

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