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 Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| JM Liquid Fund | Debt | Low | 4.2% | 3star | ₹2,405 | |
| JM Core 11 Fund | Equity | High | 4.8% | 2star | ₹47 | |
| JM Dynamic Debt Fund | Debt | Moderately Low | 8.5% | 2star | ₹96 | |
| JM Multi Cap Fund | Equity | Moderately High | 9.7% | 3star | ₹129 | |
| JM Tax Gain Fund | Equity | Moderately High | 16.3% | 4star | ₹40 | |
| JM Value Fund | Equity | Moderately High | 11.0% | 3star | ₹108 | |
| JM Large Cap Fund | Equity | Moderately High | 15.7% | 3star | ₹338 | |
| JM Arbitrage Fund | Hybrid | Moderately Low | 2.9% | 1star | ₹108 | |
| JM Equity Hybrid Fund | Hybrid | Moderately High | 28.9% | 2star | ₹6 | |
| JM Income Fund | Debt | Moderate | 10.6% | 2star | ₹26 | |
| JM Short Term Fund | Debt | Moderate | 4.5% | 2star | ₹30 | |
| JM Money Market Fund | Debt | Moderately Low | 4.2% | 1star | ₹24 | |
| JM Overnight Fund | Debt | Low | N.A | star | ₹18 | |
| JM Low Duration Fund | Debt | Moderately Low | 26.9% | 2star | ₹129 | |
| JM Monthly Income Plan | Hybrid | Moderate | 8.5% | 1star | ₹5 | |
| View All Top 10 Jm Financial Mutual Funds |
Let's have a closer look
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 |
|---|---|
| AUM | ₹2,405Cr |
| 1Y Returns | 4.2% |
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 |
|---|---|
| AUM | ₹47Cr |
| 1Y Returns | 4.8% |
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 |
|---|---|
| AUM | ₹96Cr |
| 1Y Returns | 8.5% |
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 |
|---|---|
| AUM | ₹129Cr |
| 1Y Returns | 9.7% |
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 |
|---|---|
| AUM | ₹40Cr |
| 1Y Returns | 16.3% |
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 |
|---|---|
| AUM | ₹108Cr |
| 1Y Returns | 11.0% |
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 |
|---|---|
| AUM | ₹338Cr |
| 1Y Returns | 15.7% |
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 |
|---|---|
| AUM | ₹108Cr |
| 1Y Returns | 2.9% |
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 |
|---|---|
| AUM | ₹6Cr |
| 1Y Returns | 28.9% |
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 |
|---|---|
| AUM | ₹26Cr |
| 1Y Returns | 10.6% |
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 |
|---|---|
| AUM | ₹30Cr |
| 1Y Returns | 4.5% |
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 |
|---|---|
| AUM | ₹24Cr |
| 1Y Returns | 4.2% |
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 |
|---|---|
| AUM | ₹18Cr |
| 1Y Returns | NA |
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 |
|---|---|
| AUM | ₹129Cr |
| 1Y Returns | 26.9% |
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 |
|---|---|
| AUM | ₹5Cr |
| 1Y Returns | 8.5% |
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