JM Financial Mutual Fund

One of the first private sector mutual funds in India, JM Financial Mutual Fund, debuted in 1993–1994 and was a key player in the first wave. Their goal is to produce top-quartile returns across all product categories while successfully managing risk. The company is focused on using sound counsel, wise fund management, excellent research, and robust procedures for scientific risk management to assist investors in achieving their investing goals.
  • Equity
  • Hybrid
  • Elss
  • Debt
Mutual Fund Schemes
Category
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5Y Returns
AUM
(in Cr.)
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equity
96.50Feb 21, 2024
25%
₹405

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equity
86.47Feb 21, 2024
24%
₹1,237

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equity
95.13Feb 21, 2024
24%
₹1,237

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equity
65.75Feb 21, 2024
25%
₹405

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JM Value Fund - IDCW
  • Risk
  • Very High

equity
61.13Feb 21, 2024
24%
₹405

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equity
87.54Feb 21, 2024
24%
₹405

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equity
85.26Feb 21, 2024
23%
₹1,237

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equity
65.70Feb 21, 2024
23%
₹1,237

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equity
65.76Feb 21, 2024
18%
₹73

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equity
65.77Feb 21, 2024
18%
₹73

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equity
64.10Feb 21, 2024
18%
₹73

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equity
65.30Feb 21, 2024
18%
₹73

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equity
159.64Feb 21, 2024
18%
₹73

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equity
65.17Feb 21, 2024
18%
₹73

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equity
20.09Feb 21, 2024
17%
₹79

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equity
19.68Feb 21, 2024
17%
₹79

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equity
23.38Feb 21, 2024
17%
₹73

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equity
142.62Feb 21, 2024
17%
₹73

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equity
32.19Feb 21, 2024
17%
₹73

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equity
22.16Feb 21, 2024
16%
₹73

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equity
17.59Feb 21, 2024
16%
₹79

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equity
17.59Feb 21, 2024
16%
₹79

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equity
27.69Feb 21, 2024
15%
₹73

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equity
28.47Feb 21, 2024
15%
₹73

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equity
15.41Feb 21, 2024
0%
₹693

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hybrid
118.38Feb 21, 2024
19%
₹135

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hybrid
121.18Feb 21, 2024
19%
₹135

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hybrid
121.18Feb 21, 2024
19%
₹135

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hybrid
121.18Feb 21, 2024
19%
₹135

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hybrid
85.18Feb 21, 2024
19%
₹135

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hybrid
118.57Feb 21, 2024
19%
₹135

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hybrid
65.27Feb 21, 2024
19%
₹135

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hybrid
29.96Feb 21, 2024
19%
₹135

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hybrid
85.16Feb 21, 2024
19%
₹135

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hybrid
39.94Feb 21, 2024
19%
₹135

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hybrid
109.07Feb 21, 2024
18%
₹135

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hybrid
109.07Feb 21, 2024
18%
₹135

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hybrid
109.07Feb 21, 2024
18%
₹135

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hybrid
109.07Feb 21, 2024
18%
₹135

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hybrid
27.43Feb 21, 2024
18%
₹135

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hybrid
106.14Feb 21, 2024
18%
₹135

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hybrid
76.85Feb 21, 2024
18%
₹135

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hybrid
29.69Feb 21, 2024
18%
₹135

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hybrid
77.47Feb 21, 2024
18%
₹135

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hybrid
29.48Feb 21, 2024
17%
₹135

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hybrid
16.91Feb 21, 2024
5%
₹96

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hybrid
31.60Feb 21, 2024
5%
₹96

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hybrid
14.38Feb 21, 2024
5%
₹96

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hybrid
14.89Feb 21, 2024
5%
₹96

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hybrid
16.23Feb 21, 2024
5%
₹96

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elss
45.26Feb 21, 2024
21%
₹106

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elss
44.14Feb 21, 2024
21%
₹106

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elss
40.33Feb 21, 2024
20%
₹106

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elss
40.33Feb 21, 2024
20%
₹106

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debt
39.83Feb 21, 2024
6%
₹42

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debt
39.44Feb 21, 2024
6%
₹42

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debt
39.58Feb 21, 2024
6%
₹42

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debt
39.79Feb 21, 2024
6%
₹42

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debt
40.10Feb 21, 2024
6%
₹42

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debt
10.56Feb 21, 2024
6%
₹42

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debt
10.11Feb 21, 2024
6%
₹42

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debt
37.65Feb 21, 2024
6%
₹42

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debt
37.44Feb 21, 2024
6%
₹42

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debt
37.32Feb 21, 2024
6%
₹42

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debt
37.62Feb 21, 2024
5%
₹42

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debt
37.34Feb 21, 2024
5%
₹42

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debt
20.63Feb 21, 2024
5%
₹181

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debt
20.63Feb 21, 2024
5%
₹181

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debt
10.85Feb 21, 2024
5%
₹181

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debt
21.06Feb 21, 2024
5%
₹1,623

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debt
11.45Feb 21, 2024
5%
₹181

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debt
65.49Feb 21, 2024
5%
₹1,623

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debt
37.18Feb 21, 2024
5%
₹1,623

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JM Liquid Fund - Bonus
  • Risk
  • Low to Moderate

debt
20.78Feb 21, 2024
5%
₹1,623

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JM Liquid Fund - Growth
  • Risk
  • Low to Moderate

debt
64.88Feb 21, 2024
5%
₹1,623

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debt
36.72Feb 21, 2024
5%
₹1,623

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debt
10.15Feb 21, 2024
5%
₹42

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debt
37.30Feb 21, 2024
5%
₹1,623

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debt
10.55Feb 21, 2024
5%
₹42

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Result Showing 1-25 of 28 Mutual Funds

Key Information about JM Financial Mutual Fund

Mutual Fund NameJM Financial Mutual Fund
OfficeCorporate Office 505, 5th Floor, Laxmi Towers, Bandra-Kurla Complex, Mumbai: 400 051
Email Idinvestor@jmfinancial.in
Phone No.022-61987777
Fax+ 91 (022) 2652 8388
Websitewww.jmfinancialmf.com
Set up dateSep 15, 1994
Mutual Fund TypePvt. Sector - Indian
AMC incorporation DateJun 09, 1994
CityMumbai

Fund Managers

GW

Mr. Gurvinder Singh WasanAssistant Fund Manager

Mr. Wasan has more than 7 years of experience Fixed Income Markets, Credit Analysis and Structured Finance. Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.

ST

Ms. Shalini TibrewalaFund Manager - Debt

Ms. Shalini Tibrewala has an over 14 years of experience in the financial services sector. She has been with the Fund for over 14 years. Prior to joining the AMC, she was working with a firm of Chartered Accountants.

About JM Financial Mutual Fund

JM Financial Mutual Fund is known to be one of the first privately run mutual fund companies,   which started its operations in 1993–1994. It is a division of the much older JM Financial Group, a prominent player in India's financial services industry with a wide clientele. JM Share & Stock Brokers (JMSSB) was established on January 30, 1986. JM Financial AMC, for JM Financial Mutual Funds, is the forerunner of the same.

JM Financial has collaborated on a number of other successful strategic alliances with well-known finance management firms, including Seabury and Fairassets Technologies India Pvt. Ltd.

JM Financial Ltd.'s main goal has always been to give its clients valuable financial advice and to guarantee high quarterly returns on its whole portfolio of investments through efficient risk management. They were in charge of 74 different schemes and assets totalling Rs. 2317.83 Crore as of March 2022.

Type of JM Financial Mutual Fund?

JM Mutual Fund offers a variety of choices to invest in mutual funds. Enlisted below are all the options from which one can choose.

  • JM Tax Gain Fund
  • JM Large Cap Fund
  • JM Low Duration Fund
  • JM Dynamic Bond Fund
  • JM Liquid Fund
  • JM Overnight Fund
  • JM Equity Hybrid Fund
  • JM Flexicap Fund
  • JM Value Fund
  • JM Short-Term Plan Fund
  • JM Arbitrage Fund
  • JM Overnight Fund
  • JM Short Duration Fund

How Can you Invest in JM Financial Mutual Funds?

To invest in JM financial mutual fund, one can follow one of the two processes listed below:

  • Through the official website of JM Financial Mutual Fund
  • Through a third-party distributor

One can easily register and set up an investment account through the JM Financial Mutual Fund website. Investing in JM Mutual fund online is extremely feasible as it involves a few steps.

Process and Documents to invest in JM Financial Mutual Fund?

Investing in JM Mutual Fund is a smart way to preserve wealth for your financial goals and generate long-term returns. Follow the steps below to invest in JM Mutual Funds:

STEP 1: Visit the official website of JM Mutual Fund

STEP 2: On the homepage, hover over the option of ‘Products’. You will get a drop-down, from which you need to choose ‘Mutual Funds.

STEP 3: Sign up using your credentials and make your account on the website

STEP 4: Complete your KYC by uploading all the necessary documents

STEP 5: Select the scheme of your choice by going through all the information provided on the website.

STEP 6: Now, fill in the amount you want to invest and select ‘Submit’.

STEP 7: You can pay online (UPI, Debit/Credit cards, NetBanking). Your mutual fund account will be up and running within a week.

Documents Required to Invest in JM Financial Mutual Fund 

The documents required for completing the JM Financial Mutual Fund’s KYC include Proof of Identity and Address. Listed below are some of the admissible documents:

  • PAN Card (Compulsory document)
  • Voter’s ID
  • Passport
  • Bank Account Passbook

Also, any document approved by the central government can be used. One can conclude their KYC process within a few minutes and start their investment journey.

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Frequently Asked Questions (FAQs)

Is JM Financial a good company?

JM Financial Mutual Fund is a great company when it comes to considering it for investment. It has consistently given great results to investors and gotten great reviews.

Is it good to invest in JM Financial?

If one considers some recent reports, then surely JM Financial Mutual Fund is beneficial to invest in.

Who is the owner of JM Financial?

Mr Nimesh Kampani is the owner of JM Financial.

How big is JM Financial?

JM Financial has garnered Rs. 3,763.28 Crores as its revenue as of March 2022, has total assets worth Rs. 25,814.50 Crores and has earned Rs. 992.39 Crores as its income.

Is JM Financial a bank?

JM Financial is one of the oldest merchant bankers in the nation and offers a comprehensive variety of services to a diverse clientele of Indian and global corporates in both the local and foreign markets, including capital raising, mergers and acquisitions, private equity, and restructuring advising.

Is JM Financial an NBFC?

JM Financial’ JM Financial Credit Solutions Ltd. is a leading NBFC.
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