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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 FundDebtLow4.2%3star2,405
JM Core 11 FundEquityHigh4.8%2star47
JM Dynamic Debt FundDebtModerately Low8.5%2star96
JM Multi Cap FundEquityModerately High9.7%3star129
JM Tax Gain FundEquityModerately High16.3%4star40
JM Value FundEquityModerately High11.0%3star108
JM Large Cap FundEquityModerately High15.7%3star338
JM Arbitrage FundHybridModerately Low2.9%1star108
JM Equity Hybrid FundHybridModerately High28.9%2star6
JM Income FundDebtModerate10.6%2star26
JM Short Term FundDebtModerate4.5%2star30
JM Money Market FundDebtModerately Low4.2%1star24
JM Overnight FundDebtLowN.Astar18
JM Low Duration FundDebtModerately Low26.9%2star129
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 6.15% annualized returns in the last three years. In the last year, its returns were 4.2%. 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 4.2% 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
AUM2,405Cr
1Y Returns4.2%

JM Core 11 Direct Plan Growth

Fund Performance: This fund has given 5.48% annualized returns in the last three years. In the last year, its returns were 4.76%. 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 4.76% 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
AUM47Cr
1Y Returns4.8%

JM Dynamic Debt Fund Direct Growth

Fund Performance: This fund has given 7.77% annualized returns in the last three years. In the last year, its returns were 8.49%. 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 8.49% 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
AUM96Cr
1Y Returns8.5%

JM Multicap Fund Direct Plan Growth

Fund Performance: This fund has given 8.25% annualized returns in the last three years. In the last year, its returns were 9.67%. 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 9.67% 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
AUM129Cr
1Y Returns9.7%

JM Tax Gain Direct Plan Growth

Fund Performance: This fund has given 9.96% annualized returns in the last three years. In the last year, its returns were 16.34%. 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 16.34% 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
AUM40Cr
1Y Returns16.3%

JM Value Fund Direct Plan Growth

Fund Performance: This fund has given 5.27% annualized returns in the last three years. In the last year, its returns were 11.03%. 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 11.03% 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
AUM108Cr
1Y Returns11.0%

JM Large Cap Fund Direct Plan Growth

Fund Performance: This fund has given 8.65% annualized returns in the last three years. In the last year, its returns were 15.68%. 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 15.68% 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
AUM338Cr
1Y Returns15.7%

JM Arbitrage Fund Direct Growth

Fund Performance: This fund has given 4.83% annualized returns in the last three years. In the last year, its returns were 2.9%. 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 2.9% 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
AUM108Cr
1Y Returns2.9%

JM Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 7.52% annualized returns in the last three years. In the last year, its returns were 28.95%. 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 28.95% 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
AUM6Cr
1Y Returns28.9%

JM Income Fund Direct Growth

Fund Performance: This fund has given 3.21% annualized returns in the last three years. In the last year, its returns were 10.55%. 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 10.55% 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
AUM26Cr
1Y Returns10.6%

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 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
AUM18Cr
1Y ReturnsNA

JM Low Duration Fund Direct Plan Growth

Fund Performance: This fund has given 6.18% annualized returns in the last three years. In the last year, its returns were 26.94%. 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 26.94% 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
AUM129Cr
1Y Returns26.9%

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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