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Best JM Financial Equity 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.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

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Top 10 Jm Financial Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
JM Liquid FundDebtLow to Moderate3.3%2star1,352
JM Core 11 FundEquityVery High41.0%1star45
JM Dynamic Debt FundDebtLow to Moderate4.2%3star72
JM Flexicap FundEquityVery High58.2%4star174
JM Tax Gain FundEquityVery High63.4%4star57
JM Value FundEquityVery High66.9%3star147
JM Large Cap FundEquityVery High36.7%3star50
JM Arbitrage FundHybridLow3.1%1star50
JM Equity Hybrid FundHybridVery High50.0%3star8
JM Income FundDebtLow to Moderate2.5%2star17
JM Short Term FundDebtModerate4.5%2star30
JM Money Market FundDebtModerately Low4.2%1star24
JM Overnight FundDebtLow3.1%4star102
JM Low Duration FundDebtLow to Moderate3.8%5star130
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 5.27% annualized returns in the last three years. In the last year, its returns were 3.28%. 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 3.28% 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
AUM1,352Cr
1Y Returns3.3%

JM Core 11 Direct Plan Growth

Fund Performance: This fund has given 6.72% annualized returns in the last three years. In the last year, its returns were 41.02%. 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 41.02% 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
AUM45Cr
1Y Returns41.0%

JM Dynamic Debt Fund Direct Growth

Fund Performance: This fund has given 6.73% annualized returns in the last three years. In the last year, its returns were 4.19%. 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 4.19% 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 Returns4.2%

JM Flexicap Fund Direct Plan Growth

Fund Performance: This fund has given 14.76% annualized returns in the last three years. In the last year, its returns were 58.18%. 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 58.18% 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
AUM174Cr
1Y Returns58.2%

JM Tax Gain Direct Plan Growth

Fund Performance: This fund has given 16.39% annualized returns in the last three years. In the last year, its returns were 63.38%. 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 63.38% 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
AUM57Cr
1Y Returns63.4%

JM Value Fund Direct Plan Growth

Fund Performance: This fund has given 15.04% annualized returns in the last three years. In the last year, its returns were 66.88%. 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 66.88% 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
AUM147Cr
1Y Returns66.9%

JM Large Cap Fund Direct Plan Growth

Fund Performance: This fund has given 12.93% annualized returns in the last three years. In the last year, its returns were 36.68%. 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 36.68% 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
AUM50Cr
1Y Returns36.7%

JM Arbitrage Fund Direct Growth

Fund Performance: This fund has given 4.4% annualized returns in the last three years. In the last year, its returns were 3.13%. 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 3.13% 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
AUM50Cr
1Y Returns3.1%

JM Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 13.8% annualized returns in the last three years. In the last year, its returns were 50.02%. 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 50.02% 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
AUM8Cr
1Y Returns50.0%

JM Income Fund Direct Growth

Fund Performance: This fund has given 2.94% annualized returns in the last three years. In the last year, its returns were 2.49%. 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 2.49% 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 Returns2.5%

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 3.14%. 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 3.14% 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
AUM102Cr
1Y Returns3.1%

JM Low Duration Fund Direct Plan Growth

Fund Performance: This fund has given 5.53% annualized returns in the last three years. In the last year, its returns were 3.76%. 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 3.76% 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
AUM130Cr
1Y Returns3.8%

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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