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.
— Registered with SEBI, AMFI & BSE
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— Expert recommendations
— ZERO fees !
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| JM Liquid Fund | Debt | Low | 6.5% | 4star | ₹1,841 | |
| JM Core 11 Fund | Equity | High | 16.1% | 5star | ₹56 | |
| JM Dynamic Debt Fund | Debt | Moderately Low | 6.5% | 5star | ₹174 | |
| JM Multi Cap Fund | Equity | Moderately High | 19.7% | 4star | ₹143 | |
| JM Tax Gain Fund | Equity | Moderately High | 18.9% | 4star | ₹36 | |
| JM Value Fund | Equity | High | 16.3% | 3star | ₹124 | |
| JM Large Cap Fund | Equity | Moderately High | 6.0% | 2star | ₹3,308 | |
| JM Arbitrage Fund | Hybrid | Moderately Low | 5.8% | 1star | ₹65 | |
| JM Ultra Short Duration Fund | Debt | Moderately Low | -1.8% | 1star | ₹27 | |
| JM Equity Hybrid Fund | Hybrid | Moderately High | -7.9% | 1star | ₹10 | |
| JM Income Fund | Debt | Moderate | -6.3% | 2star | ₹21 | |
| JM Short Term Fund | Debt | Moderate | -4.2% | 2star | ₹10 | |
| JM Money Market Fund | Debt | Moderately Low | 6.2% | 2star | ₹21 | |
| JM Monthly Income Plan | Hybrid | Moderate | 8.5% | 1star | ₹5 | |
| JM Floater Short Term Fund | Debt | Low | 6.3% | 1star | ₹2 | |
| View All Top 10 Jm Financial Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 6.96% annualized returns in the last three years. In the last year, its returns were 6.53%. 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 6.53% 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 |
|---|---|
| AUM | ₹1,841Cr |
| 1Y Returns | 6.5% |
Fund Performance: This fund has given 13.89% annualized returns in the last three years. In the last year, its returns were 16.11%. 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 16.11% 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 |
|---|---|
| AUM | ₹56Cr |
| 1Y Returns | 16.1% |
Fund Performance: This fund has given 7.51% annualized returns in the last three years. In the last year, its returns were 6.53%. 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 6.53% 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 |
|---|---|
| AUM | ₹174Cr |
| 1Y Returns | 6.5% |
Fund Performance: This fund has given 14.51% annualized returns in the last three years. In the last year, its returns were 19.68%. 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 19.68% 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 |
|---|---|
| AUM | ₹143Cr |
| 1Y Returns | 19.7% |
Fund Performance: This fund has given 15.98% annualized returns in the last three years. In the last year, its returns were 18.86%. 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 18.86% 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 |
|---|---|
| AUM | ₹36Cr |
| 1Y Returns | 18.9% |
Fund Performance: This fund has given 12.03% annualized returns in the last three years. In the last year, its returns were 16.27%. 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 16.27% 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 |
|---|---|
| AUM | ₹124Cr |
| 1Y Returns | 16.3% |
Fund Performance: This fund has given 9.08% annualized returns in the last three years. In the last year, its returns were 6%. 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 6% 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 |
|---|---|
| AUM | ₹3,308Cr |
| 1Y Returns | 6.0% |
Fund Performance: This fund has given 5.77% annualized returns in the last three years. In the last year, its returns were 5.75%. 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 5.75% 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 |
|---|---|
| AUM | ₹65Cr |
| 1Y Returns | 5.8% |
Fund Performance: This fund has given 3.97% annualized returns in the last three years. In the last year, its returns were -1.84%. 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 -1.84% 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 |
|---|---|
| AUM | ₹27Cr |
| 1Y Returns | -1.8% |
Fund Performance: This fund has given 3.38% annualized returns in the last three years. In the last year, its returns were -7.92%. 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 -7.92% 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 |
|---|---|
| AUM | ₹10Cr |
| 1Y Returns | -7.9% |
Fund Performance: This fund has given 1.31% annualized returns in the last three years. In the last year, its returns were -6.31%. 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 -6.31% 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 |
|---|---|
| AUM | ₹21Cr |
| 1Y Returns | -6.3% |
Fund Performance: This fund has given 2.42% annualized returns in the last three years. In the last year, its returns were -4.17%. 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 -4.17% 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 |
|---|---|
| AUM | ₹10Cr |
| 1Y Returns | -4.2% |
Fund Performance: This fund has given 6.71% annualized returns in the last three years. In the last year, its returns were 6.17%. 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 6.17% 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 |
|---|---|
| AUM | ₹21Cr |
| 1Y Returns | 6.2% |
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 |
|---|---|
| AUM | ₹5Cr |
| 1Y Returns | 8.5% |
Fund Performance: This fund has given 7.4% annualized returns in the last three years. In the last year, its returns were 6.34%. 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 6.34% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2Cr |
| 1Y Returns | 6.3% |
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