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 Dynamic Debt FundDebtModerately Low6.9%5star213
JM Core 11 FundEquityHigh14.7%5star57
JM Liquid FundDebtLow6.8%4star1,109
JM Multi Cap FundEquityModerately High16.8%4star143
JM Tax Gain FundEquityModerately High15.3%4star35
JM Value FundEquityHigh12.8%3star127
JM Income FundDebtModerate-6.1%2star21
JM Large Cap FundEquityModerately High5.9%2star2,556
JM Short Term FundDebtModerate-3.8%2star19
JM Money Market FundDebtModerately Low6.5%2star22
JM Arbitrage FundHybridModerately Low5.8%1star72
JM Ultra Short Duration FundDebtModerately Low-1.4%1star53
JM Equity Hybrid FundHybridModerately High-7.3%1star1,836
JM Money Market FundDebtModerately Low6.5%3star35
JM Low Duration FundDebtModerately Low6.4%2star435
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 Dynamic Debt Fund Direct Growth

Fund Performance: This fund has given 7.64% annualized returns in the last three years. In the last year, its returns were 6.91%. 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 6.91% 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
AUM213Cr
1Y Returns6.9%

JM Core 11 Direct Plan Growth

Fund Performance: This fund has given 14.71% annualized returns in the last three years. In the last year, its returns were 14.72%. 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 14.72% 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
AUM57Cr
1Y Returns14.7%

JM Liquid Fund Direct Growth

Fund Performance: This fund has given 7.03% annualized returns in the last three years. In the last year, its returns were 6.84%. 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 6.84% 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
AUM1,109Cr
1Y Returns6.8%

JM Multicap Fund Direct Plan Growth

Fund Performance: This fund has given 14.44% annualized returns in the last three years. In the last year, its returns were 16.8%. 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 16.8% 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 Returns16.8%

JM Tax Gain Direct Plan Growth

Fund Performance: This fund has given 14.93% annualized returns in the last three years. In the last year, its returns were 15.27%. 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 15.27% 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
AUM35Cr
1Y Returns15.3%

JM Value Fund Direct Plan Growth

Fund Performance: This fund has given 11.9% annualized returns in the last three years. In the last year, its returns were 12.81%. 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 12.81% 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
AUM127Cr
1Y Returns12.8%

JM Income Fund Direct Growth

Fund Performance: This fund has given 1.26% annualized returns in the last three years. In the last year, its returns were -6.1%. 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 -6.1% 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-6.1%

JM Large Cap Fund Direct Plan Growth

Fund Performance: This fund has given 9.12% annualized returns in the last three years. In the last year, its returns were 5.88%. 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 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
AUM2,556Cr
1Y Returns5.9%

JM Short Term Plan Direct Growth

Fund Performance: This fund has given 2.5% annualized returns in the last three years. In the last year, its returns were -3.76%. 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 -3.76% 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
AUM19Cr
1Y Returns-3.8%

JM Money Market Fund Direct Plan Growth

Fund Performance: This fund has given 6.79% 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
AUM22Cr
1Y Returns6.5%

JM Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.8% annualized returns in the last three years. In the last year, its returns were 5.84%. 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 5.84% 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
AUM72Cr
1Y Returns5.8%

JM Ultra Short Duration Fund Direct Plan Growth

Fund Performance: This fund has given 4.06% annualized returns in the last three years. In the last year, its returns were -1.42%. 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 -1.42% 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
AUM53Cr
1Y Returns-1.4%

JM Equity Hybrid Fund Direct Growth

Fund Performance: This fund has given 3.65% annualized returns in the last three years. In the last year, its returns were -7.25%. 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 -7.25% 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
AUM1,836Cr
1Y Returns-7.3%

JM Money Market Fund - Direct - Growth

Fund Performance: This fund has given 7.39% annualized returns in the last three years. In the last year, its returns were 6.54%. 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 6.54% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM35Cr
1Y Returns6.5%

JM Low Duration Fund - Direct - Growth

Fund Performance: This fund has given 7.63% annualized returns in the last three years. In the last year, its returns were 6.4%. 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 6.4% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM435Cr
1Y Returns6.4%

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