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Best JM Financial Hybrid 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.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

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Top 10 Jm Financial Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
JM Liquid FundDebtModerately Low4.0%3star2,661
JM Core 11 FundEquityHigh7.6%2star51
JM Dynamic Debt FundDebtModerate7.8%2star98
JM Multi Cap FundEquityModerately High14.8%3star157
JM Tax Gain FundEquityModerately High19.0%4star48
JM Value FundEquityModerately High15.3%3star128
JM Large Cap FundEquityHigh21.1%3star271
JM Arbitrage FundHybridLow2.7%1star106
JM Equity Hybrid FundHybridModerately High34.4%2star7
JM Income FundDebtModerate10.9%2star21
JM Short Term FundDebtModerate4.5%2star30
JM Money Market FundDebtModerately Low4.2%1star24
JM Overnight FundDebtLow3.3%star39
JM Low Duration FundDebtModerately Low26.3%2star124
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 5.99% annualized returns in the last three years. In the last year, its returns were 3.95%. 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 3.95% 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
AUM2,661Cr
1Y Returns4.0%

JM Core 11 Direct Plan Growth

Fund Performance: This fund has given 5.91% annualized returns in the last three years. In the last year, its returns were 7.6%. 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 7.6% 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
AUM51Cr
1Y Returns7.6%

JM Dynamic Debt Fund Direct Growth

Fund Performance: This fund has given 7.42% annualized returns in the last three years. In the last year, its returns were 7.76%. 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 7.76% 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
AUM98Cr
1Y Returns7.8%

JM Multicap Fund Direct Plan Growth

Fund Performance: This fund has given 9.33% annualized returns in the last three years. In the last year, its returns were 14.83%. 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 14.83% 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
AUM157Cr
1Y Returns14.8%

JM Tax Gain Direct Plan Growth

Fund Performance: This fund has given 10.93% annualized returns in the last three years. In the last year, its returns were 19%. 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% 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
AUM48Cr
1Y Returns19.0%

JM Value Fund Direct Plan Growth

Fund Performance: This fund has given 6.2% annualized returns in the last three years. In the last year, its returns were 15.26%. 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 15.26% 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
AUM128Cr
1Y Returns15.3%

JM Large Cap Fund Direct Plan Growth

Fund Performance: This fund has given 8.75% annualized returns in the last three years. In the last year, its returns were 21.14%. 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 21.14% 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
AUM271Cr
1Y Returns21.1%

JM Arbitrage Fund Direct Growth

Fund Performance: This fund has given 4.72% annualized returns in the last three years. In the last year, its returns were 2.69%. 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 2.69% 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
AUM106Cr
1Y Returns2.7%

JM Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 8.19% annualized returns in the last three years. In the last year, its returns were 34.36%. 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 34.36% 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 Returns34.4%

JM Income Fund Direct Growth

Fund Performance: This fund has given 3.45% annualized returns in the last three years. In the last year, its returns were 10.9%. 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 10.9% 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
AUM21Cr
1Y Returns10.9%

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 3.34%. 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 3.34% 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
AUM39Cr
1Y Returns3.3%

JM Low Duration Fund Direct Plan Growth

Fund Performance: This fund has given 6.05% annualized returns in the last three years. In the last year, its returns were 26.31%. 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 26.31% 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
AUM124Cr
1Y Returns26.3%

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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