Jm Financial Mutual Funds
JM Financial Mutual Fund is one of India's oldest private-sector mutual funds, serving investors since 1994 with a commitment to smart and reliable investment solutions. It is an associate of JM Financial Limited, an established name in financial services. The fund aims to help individuals increase their wealth and offers diversified investment opportunities to individuals and institutions. Whether you are an investor for the first time or an experienced one, JM Financial Mutual Fund provides solutions that cater to different financial goals and risk profiles.
16 funds
JM Value Fund
Equity • Value • Direct Growth3Y CAGR
26.09%
Expense ratio
0.97%
Returns vs category
Risk vs category
JM Flexicap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
24.61%
Expense ratio
0.55%
Returns vs category
Risk vs category
JM Aggressive Hybrid Fund
Hybrid • Aggressive • Direct Growth3Y CAGR
22.50%
Expense ratio
0.66%
Returns vs category
Risk vs category
JM ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
21.81%
Expense ratio
1.05%
Returns vs category
Risk vs category
JM Focused Fund
Equity • Focussed • Direct Growth3Y CAGR
21.20%
Expense ratio
0.74%
Returns vs category
Risk vs category
JM Large Cap Fund
Equity • Large Cap • Direct Growth3Y CAGR
17.50%
Expense ratio
0.81%
Returns vs category
Risk vs category
JM Medium to Long Duration Fund
Fixed Income • Medium to Long Duration • Direct Growth3Y CAGR
7.95%
Expense ratio
0.61%
Returns vs category
Risk vs category
JM Dynamic Bond Fund
Fixed Income • Dynamic Bond • Direct Growth3Y CAGR
7.71%
Expense ratio
0.48%
Returns vs category
Risk vs category
JM Short Duration Fund
Fixed Income • Short Duration • Direct Growth3Y CAGR
7.67%
Expense ratio
0.37%
Returns vs category
Risk vs category
JM Low Duration Fund
Fixed Income • Low Duration • Direct Growth3Y CAGR
7.49%
Expense ratio
0.35%
Returns vs category
Risk vs category
About
AMC Summary
With a total of ₹13,231.59 crores worth of assets under management as of February 28, 2025, JM Financial Mutual Fund supports lakhs of investors with their financial growth. Having a pool of more than 28,000 partners spread all over India, the fund ensures that investing is made simple and accessible. With a range of products offered at various risk levels, JM Financial Mutual Fund makes sure that investors have the right product for their requirements.
JM Financial Mutual Fund Key Information
Some of the key information about JM Financial Mutual Fund is:
- Mutual fund name: JM Financial Mutual Fund
- AMC set up date: 15 September 1994
- Headquarters: Mumbai
- Trustee organisation: JM Financial Trustee Company Pvt. Ltd
- MD and CEO: Amitabh Mohanty
- Chief Investment Officer: Satish Ramanathan
How to invest in JM Financial Mutual Fund?
Following is a step-by-step guide to invest in JM Financial Mutual Fund:
Online Investment
To invest in a paperless manner and with ease, you can invest through the JM Financial Mutual Fund website or credible apps like Upstox. Begin by registering or logging in on your chosen app.
Second, choose your investment period: short term, medium term or long term & choose a fund based on your risk profile (low risk, medium risk or high risk). After you select a suitable mutual fund scheme, you can invest lump sum at one go or in installments through SIP. Make the transaction, and your investment will reflect in your portfolio within 3-4 working days.
Offline Investment
If you are okay with a physical process, visit an JM Financial Mutual Fund branch or an authorised distributor. Fill in an investment form and submit the KYC documents like identity and address proof. After selecting your desired fund and SIP or lump sum investment choice, pay by cheque, demand draft or bank transfer. After the process is completed, you will be given a confirmation receipt and folio number for future use.
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Frequently Asked Questions
How can I get the JM Financial Mutual Fund statement?
It is quite simple. You can download your JM Financial Mutual Fund statement from their website and log in to your account. Or you can ask for it by email, SMS or through your investment portal. If necessary, call customer care or drop by a branch and obtain a hard copy.
How long is the redemption process for JM Financial Mutual Fund?
Redemption time depends on the fund type. Equity funds take 2-3 business days, and debt funds take 1-2 business days. Liquid funds are credited within 24 hours. The funds are credited in your registered bank account.
How to increase the SIP amount in the JM Financial Mutual Fund?
It is simple to step up your SIP amount. Log in to your investment portal, select your existing SIP, and go for the "Step-Up SIP" or "Modify SIP" option. You can either increase the amount at regular intervals or start a new SIP with an increased contribution.
How to redeem JM Financial Mutual Fund?
Visit the official JM Financial Mutual Fund website or your investment platform like Upstox. Select the fund you wish to redeem, enter the units number or amount and confirm. The funds will be credited to your registered bank account within the standard redemption time.
How to start the JM Financial Mutual Fund SIP?
Starting an SIP with JM Financial Mutual Fund is simple. Visit their website or a trusted investment platform, choose your preferred fund, select SIP mode, enter the amount and frequency, complete KYC if required, and confirm payment details. Your SIP will start on the date you choose.
Should I invest in JM Financial Mutual Fund?
JM Financial Mutual Fund offers multiple schemes according to objectives and risk groups. If you wish to create long-term wealth or are looking for stable returns, you can choose their funds depending on your objectives. Research thoroughly or seek the assistance of an advisor before investing.
What are the JM Financial Mutual Fund redemption charges?
Redemption charges depend on the scheme. Many funds have an exit load if redeemed before a specific period, like 1% for withdrawals within a year. Liquid and ultra-short-term funds may have lower or no charges. Always check the scheme details before redeeming.
What is the tax on JM Financial mutual fund returns ?
Mutual fund taxes vary based on the type of fund and your holding period. Equity fund profits over ₹1.25 lakh from units sold after a year will be taxed at 12.5% without indexation. For mutual fund units sold within a year, the tax is 20%.
What is the best JM Financial Mutual Fund?
JM Flexicap Fund is the most preferred fund, with a 3-year return of 22.86%. The right fund for you depends on your objective, how much risk you can take, and the duration you plan to invest. It's always best to do your research first before investing.