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 FundDebtLow6.5%4star1,841
JM Core 11 FundEquityHigh16.1%5star56
JM Dynamic Debt FundDebtModerately Low6.5%5star174
JM Multi Cap FundEquityModerately High19.7%4star143
JM Tax Gain FundEquityModerately High18.9%4star36
JM Value FundEquityHigh16.3%3star124
JM Large Cap FundEquityModerately High6.0%2star3,308
JM Arbitrage FundHybridModerately Low5.8%1star65
JM Ultra Short Duration FundDebtModerately Low-1.8%1star27
JM Equity Hybrid FundHybridModerately High-7.9%1star10
JM Income FundDebtModerate-6.3%2star21
JM Short Term FundDebtModerate-4.2%2star10
JM Money Market FundDebtModerately Low6.2%2star21
JM Monthly Income PlanHybridModerate8.5%1star5
JM Floater Short Term FundDebtLow6.3%1star2
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 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
AUM1,841Cr
1Y Returns6.5%

JM Core 11 Direct Plan Growth

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
AUM56Cr
1Y Returns16.1%

JM Dynamic Debt Fund Direct Growth

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
AUM174Cr
1Y Returns6.5%

JM Multicap Fund Direct Plan Growth

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
AUM143Cr
1Y Returns19.7%

JM Tax Gain Direct Plan Growth

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
AUM36Cr
1Y Returns18.9%

JM Value Fund Direct Plan Growth

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
AUM124Cr
1Y Returns16.3%

JM Large Cap Fund Direct Plan Growth

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
AUM3,308Cr
1Y Returns6.0%

JM Arbitrage Fund Direct Growth

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
AUM65Cr
1Y Returns5.8%

JM Ultra Short Duration Fund Direct Plan Growth

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
AUM27Cr
1Y Returns-1.8%

JM Equity Hybrid Fund Direct Growth

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
AUM10Cr
1Y Returns-7.9%

JM Income Fund Direct Growth

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
AUM21Cr
1Y Returns-6.3%

JM Short Term Plan Direct Growth

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
AUM10Cr
1Y Returns-4.2%

JM Money Market Fund Direct Plan Growth

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
AUM21Cr
1Y Returns6.2%

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%

JM Floater Short term Plan Direct Growth

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
AUM2Cr
1Y Returns6.3%

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