JM Financial Mutual Fund

JM Financial Mutual Fund was established on June 9, 1994. It is a subsidiary of JM Financial Group. It manages an AUM of ₹11,445 Crores across 15 schemes. The fund house offers a diverse range of mutual funds, including equity, debt, and hybrid schemes. Known for its strong performance and experienced fund managers, JM Financial Mutual Fund ranks well in the industry. The fund’s commitment to delivering consistent returns and effective risk management makes it a reliable choice for investors.

Scheme Name		Min. Invest	AUM (In Cr)
JM Flexicap Fund - Direct (G) Flexi Cap Fund \| Equity	26.68%	₹1,000	₹5,338.35	Invest
JM Midcap Fund - Direct (G) Mid Cap Fund \| Equity	24.52%	₹1,000	₹1,426.69	Invest
JM ELSS Tax Saver Fund - Direct (G) ELSS \| Equity	21.70%	₹500	₹186.39	Invest
JM Aggressive Hybrid Fund - Direct (G) Aggressive Hybrid Fund \| Hybrid	17.14%	₹1,000	₹762.93	Invest
JM Focused Fund - Direct (G) Focused Fund \| Equity	15.38%	₹1,000	₹226.47	Invest
JM Value Fund - Direct (G) Value Fund \| Equity	14.62%	₹1,000	₹1,084.99	Invest
JM Large Cap Fund - Direct (G) Large Cap Fund \| Equity	10.21%	₹1,000	₹480.41	Invest
JM Dynamic Bond Fund - Direct (G) Dynamic Bond \| Debt	8.51%	₹1,000	₹43.57	Invest
JM Medium to Long Duration Fund - Direct (G) Medium to Long Duration Fund \| Debt	8.48%	₹1,000	₹27.44	Invest
JM Short Duration Fund - Direct (G) Short Duration Fund \| Debt	7.85%	₹1,000	₹119.50	Invest
JM Low Duration Fund - Direct (G) Low Duration Fund \| Debt	7.76%	₹1,000	₹229.93	Invest
JM Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	7.73%	₹1,000	₹194.73	Invest
JM Liquid Fund - Direct (G) Liquid Fund \| Debt	7.34%	₹1,000	₹2,940.53	Invest
JM Overnight Fund - Direct (G) Overnight Fund \| Debt	6.66%	₹1,000	₹340.60	Invest
JM Small Cap Fund - Direct (G) Small Cap Fund \| Equity	-0.51%	₹5,000	₹635.99	Invest

JM Flexicap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

26.68%

Min. Invest

₹1,000

AUM

₹5,338.35 Cr

JM Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

24.52%

Min. Invest

₹1,000

AUM

₹1,426.69 Cr

JM ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

21.70%

Min. Invest

₹500

AUM

₹186.39 Cr

JM Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

17.14%

Min. Invest

₹1,000

AUM

₹762.93 Cr

JM Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

15.38%

Min. Invest

₹1,000

AUM

₹226.47 Cr

JM Value Fund - Direct (G)

Equity | Value Fund

1Y returns

14.62%

Min. Invest

₹1,000

AUM

₹1,084.99 Cr

JM Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

10.21%

Min. Invest

₹1,000

AUM

₹480.41 Cr

JM Dynamic Bond Fund - Direct (G)

Equity | Dynamic Bond

1Y returns

8.51%

Min. Invest

₹1,000

AUM

₹43.57 Cr

JM Medium to Long Duration Fund - Direct (G)

Equity | Medium to Long Duration Fund

1Y returns

8.48%

Min. Invest

₹1,000

AUM

₹27.44 Cr

JM Short Duration Fund - Direct (G)

Equity | Short Duration Fund

1Y returns

7.85%

Min. Invest

₹1,000

AUM

₹119.50 Cr

JM Low Duration Fund - Direct (G)

Equity | Low Duration Fund

1Y returns

7.76%

Min. Invest

₹1,000

AUM

₹229.93 Cr

JM Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

7.73%

Min. Invest

₹1,000

AUM

₹194.73 Cr

JM Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

7.34%

Min. Invest

₹1,000

AUM

₹2,940.53 Cr

JM Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

6.66%

Min. Invest

₹1,000

AUM

₹340.60 Cr

JM Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

Min. Invest

₹5,000

AUM

₹635.99 Cr

About JM Financial Mutual Fund

JM Financial Mutual Fund has established itself as a dynamic and purpose-driven investment management organization committed to creating substantial value for investors across various financial segments. The fundamental purpose of the fund extends beyond mere financial returns, encompassing a holistic approach to wealth creation, financial empowerment, and strategic investment solutions.

At the core of JM Financial Mutual Fund's purpose is the mission to provide comprehensive and diversified investment opportunities tailored to meet the unique financial needs of different investor segments. The fund strategically designs mutual fund schemes that cater to a wide range of investor profiles, from conservative retail investors to sophisticated institutional clients. By offering a diverse portfolio of equity, debt, hybrid, and sector-specific funds, JM Financial aims to create flexible investment pathways that align with individual financial goals, risk appetites, and investment horizons.

Financial education and investor empowerment represent critical purposes of the organization. JM Financial Mutual Fund is deeply committed to enhancing financial literacy among investors by providing transparent, comprehensive information about market dynamics, investment strategies, and potential risk-return scenarios. Through systematic investor awareness programs, digital resources, personalized financial counseling, and educational workshops, the fund seeks to demystify complex financial concepts and enable investors to make informed and confident investment decisions.

Technology and digital innovation are integral to the fund's purpose. JM Financial has consistently invested in developing robust technological infrastructure that simplifies and enhances the investment experience. Their digital platforms offer seamless online transactions, real-time portfolio tracking, comprehensive financial analytics, and user-friendly interfaces. By leveraging advanced technological solutions, the fund aims to make mutual fund investments more accessible, transparent, and convenient for investors across different demographic segments.

Responsible and sustainable investing forms another significant purpose of JM Financial Mutual Fund. The organization has progressively integrated environmental, social, and governance (ESG) considerations into its investment philosophy. By supporting companies with strong sustainability practices and ethical business models, the fund aims to generate long-term value while contributing to broader societal and environmental objectives. This approach reflects their commitment to responsible capital allocation and promoting sustainable economic development.

Research and professional expertise are fundamental to the fund's purpose. JM Financial brings extensive market research capabilities, sophisticated investment strategies, and a deep understanding of complex market dynamics. Their team of experienced fund managers and financial experts continuously analyzes market trends, evaluates investment opportunities, and develops innovative investment strategies. This research-driven approach ensures that investors benefit from professional, well-researched, and strategically managed investment solutions.

Risk management is another crucial purpose that distinguishes JM Financial Mutual Fund. The organization is committed to implementing robust risk mitigation strategies across its investment portfolios. By employing advanced risk assessment techniques, diversification strategies, and continuous portfolio monitoring, the fund aims to protect investor interests and minimize potential volatility while maintaining competitive return potential.

The broader purpose of JM Financial Mutual Fund extends to contributing to the overall financial ecosystem. By providing accessible and professional investment solutions, the fund plays a vital role in promoting financial inclusion, encouraging systematic investment practices, and supporting individual wealth-creation strategies. Their purpose is not just about generating returns but about empowering investors to achieve their long-term financial aspirations.

How to Invest in JM Financial Mutual Fund?

Investing in JM Financial Mutual Fund offers several compelling benefits. Firstly, the fund house boasts a diversified portfolio across equity, debt, and hybrid schemes, catering to various investor needs and risk profiles. This diversification helps spread risk and enhance potential returns.

Additionally, JM Financial Mutual Fund is managed by an experienced team of professionals with a strong track record in financial markets. Their expertise ensures effective risk management and strategic investment decisions.

Lastly, the fund’s consistent performance and ability to outperform benchmarks make it a reliable choice for investors seeking steady growth and wealth accumulation.

Note down the steps to begin your investment process for this fund.

Step 1: Login or Register

Step 2: Validate Identity Proof

You can use Digilocker to validate your identity online without needing physical documents.

Step 3: Level of Risk

Determine your risk tolerance: low, medium, or high, based on your investment goals.

Step 4: Choose a Mutual Fund Scheme

Select a mutual fund scheme that aligns with your risk level and investment objectives.

Step 5: One Time (Lumpsum) or SIP

Decide whether to invest a lump sum amount or start a Systematic Investment Plan (SIP).

Step 6: SIP Placement

Choose to start your SIP on the same day or schedule it for a specific day each month.

Your Torus account will reflect the JM Financial Mutual Fund in India you have invested in within 3 to 4 working days.

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JM Flexicap Fund - Direct (G)

₹1,000

₹5,338.35 Cr

JM Midcap Fund - Direct (G)

₹1,000

₹1,426.69 Cr

JM ELSS Tax Saver Fund - Direct (G)

₹500

₹186.39 Cr

JM Aggressive Hybrid Fund - Direct (G)

₹1,000

₹762.93 Cr

JM Focused Fund - Direct (G)

₹1,000

₹226.47 Cr

JM Value Fund - Direct (G)

₹1,000

₹1,084.99 Cr

JM Large Cap Fund - Direct (G)

₹1,000

₹480.41 Cr

JM Dynamic Bond Fund - Direct (G)

₹1,000

₹43.57 Cr

JM Medium to Long Duration Fund - Direct (G)

₹1,000

₹27.44 Cr

JM Short Duration Fund - Direct (G)

₹1,000

₹119.50 Cr

JM Low Duration Fund - Direct (G)

₹1,000

₹229.93 Cr

JM Arbitrage Fund - Direct (G)

₹1,000

₹194.73 Cr

JM Liquid Fund - Direct (G)

₹1,000

₹2,940.53 Cr

JM Overnight Fund - Direct (G)

₹1,000

₹340.60 Cr

JM Small Cap Fund - Direct (G)

₹5,000

₹635.99 Cr

About JM Financial Mutual Fund

How to Invest in JM Financial Mutual Fund?

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Get started with us today and start building your wealth journey

Get started with us today and
start building your wealth journey

Get started with us today and
start building your wealth journey