Urban Money

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
5Y Returns
AUM
(in Cr.)
Compare
equity
13%
₹250

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equity
13%
₹250

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equity
12%
₹250

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equity
12%
₹250

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equity
11%
₹166

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equity
11%
₹166

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JM Value Fund - IDCW

  • Risk
  • Very High

equity
11%
₹166

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equity
11%
₹166

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equity
11%
₹47

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equity
11%
₹47

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hybrid
11%
₹11

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hybrid
11%
₹11

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hybrid
11%
₹11

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hybrid
11%
₹11

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hybrid
11%
₹11

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hybrid
11%
₹11

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hybrid
10%
₹11

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hybrid
10%
₹11

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elss
13%
₹72

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elss
13%
₹72

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elss
12%
₹72

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elss
12%
₹72

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debt
6%
₹43

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debt
6%
₹43

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debt
6%
₹43

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debt
6%
₹43

Add to Compare

debt
6%
₹43

Add to Compare

debt
6%
₹43

Add to Compare

debt
6%
₹43

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debt
6%
₹43

Add to Compare

Result Showing 1-10 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

AB

Mr. Asit BhandarkarFund Manager - Equity

Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years

CC

Mr. Chaitanya ChoksiFund Manager - Derivatives

Mr. Chaitanya Choksi has around 11 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Limited since2008. prior to joining the AMC, he has worked with Lotus AMC, Chanrai Finance private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd.

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.

Lets have a closer look

A mutual fund is a corporation that raises funds from multiple investors and invests the accumulated amount in stocks, bonds, short-term loans and correlated assets. The portfolio of a mutual fund is made up of all of the funds holdings

JM Flexicap Fund - Growth - Direct Plan

JM Financial Asset Management Private Limited

5000

Min Investment Amt

250.35

AUM

13 %

5Y Returns

JM Flexicap Fund - IDCW - Direct Plan

JM Financial Asset Management Private Limited

5000

Min Investment Amt

250.35

AUM

13 %

5Y Returns

JM Flexicap Fund - Regular Plan - Growth

JM Financial Asset Management Private Limited

5000

Min Investment Amt

250.35

AUM

12 %

5Y Returns

JM Flexicap Fund - Regular Plan - IDCW

JM Financial Asset Management Private Limited

5000

Min Investment Amt

250.35

AUM

12 %

5Y Returns

JM Value Fund - Growth - Direct Plan

JM Financial Asset Management Private Limited

5000

Min Investment Amt

166.66

AUM

11 %

5Y Returns

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.