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 FundDebtLow4.7%3star3,012
JM Core 11 FundEquityHigh-18.3%3star49
JM Dynamic Debt FundDebtModerately Low7.5%2star121
JM Multi Cap FundEquityModerately High-12.1%4star131
JM Tax Gain FundEquityModerately High-6.9%4star38
JM Value FundEquityModerately High-9.2%3star107
JM Large Cap FundEquityModerately High4.4%2star381
JM Arbitrage FundHybridModerately Low3.4%1star107
JM Equity Hybrid FundHybridModerately High12.5%1star7
JM Ultra Short Duration FundDebtModerately Low5.9%1star35
JM Income FundDebtModerate5.7%2star35
JM Short Term FundDebtModerate4.5%2star30
JM Money Market FundDebtModerately Low4.2%1star24
JM Overnight FundDebtLowN.Astar90
JM Low Duration FundDebtModerately Low18.0%2star46
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 6.38% annualized returns in the last three years. In the last year, its returns were 4.68%. 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 4.68% 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
AUM3,012Cr
1Y Returns4.7%

JM Core 11 Direct Plan Growth

Fund Performance: This fund has given -3.32% annualized returns in the last three years. In the last year, its returns were -18.3%. 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 -18.3% 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
AUM49Cr
1Y Returns-18.3%

JM Dynamic Debt Fund Direct Growth

Fund Performance: This fund has given 7.58% annualized returns in the last three years. In the last year, its returns were 7.51%. 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 7.51% 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
AUM121Cr
1Y Returns7.5%

JM Multicap Fund Direct Plan Growth

Fund Performance: This fund has given 0.1% annualized returns in the last three years. In the last year, its returns were -12.08%. 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 -12.08% 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
AUM131Cr
1Y Returns-12.1%

JM Tax Gain Direct Plan Growth

Fund Performance: This fund has given 2.61% annualized returns in the last three years. In the last year, its returns were -6.89%. 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 -6.89% 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
AUM38Cr
1Y Returns-6.9%

JM Value Fund Direct Plan Growth

Fund Performance: This fund has given -2.13% annualized returns in the last three years. In the last year, its returns were -9.17%. 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 -9.17% 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
AUM107Cr
1Y Returns-9.2%

JM Large Cap Fund Direct Plan Growth

Fund Performance: This fund has given 4.42% annualized returns in the last three years. In the last year, its returns were 4.44%. 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 4.44% 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
AUM381Cr
1Y Returns4.4%

JM Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.03% annualized returns in the last three years. In the last year, its returns were 3.39%. 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 3.39% 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
AUM107Cr
1Y Returns3.4%

JM Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 1.43% annualized returns in the last three years. In the last year, its returns were 12.48%. 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 12.48% 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 Returns12.5%

JM Ultra Short Duration Fund Direct Plan Growth

Fund Performance: This fund has given 4.77% annualized returns in the last three years. In the last year, its returns were 5.88%. 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 5.88% 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
AUM35Cr
1Y Returns5.9%

JM Income Fund Direct Growth

Fund Performance: This fund has given 2.64% annualized returns in the last three years. In the last year, its returns were 5.74%. 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 5.74% 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
AUM35Cr
1Y Returns5.7%

JM Short Term Plan Direct Growth

Fund Performance: This fund has given 3.69% 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 6.01% annualized returns in the last three years. In the last year, its returns were 4.22%. 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 4.22% 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 NA. 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 NA 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
AUM90Cr
1Y ReturnsNA

JM Low Duration Fund Direct Plan Growth

Fund Performance: This fund has given 6.25% annualized returns in the last three years. In the last year, its returns were 18.04%. 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 18.04% 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
AUM46Cr
1Y Returns18.0%

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