JM Financial Mutual Fund
JM Financial Mutual Fund AMC Detail
Particulars | Description | Particulars | Description | |
CEO | Amitabh Mohanty | Quarterly AUM | 5819.13 | |
CIO | - | Absolute change in AUM | -1235.40 | |
Investor Relations Office | Harish Kukerja | % Change in AUM | -21.23 | |
Registrar and Transfer Agent | KFin Technologies Ltd. | Total number of Schemes | 15 | |
Custodian | HDFC Bank | Number of Outperformers | 11 | |
Company Address | Branch Office 601, 6th Floor,Suryakiran Building, 19 K G Marg,Connaught Place New Delhi:110001 Phone: 011-43616160 / 1800-103-8345 Branch Office Maalavika Centre No. 144/145, 4th Floor, Kodambakkam High Road,Nungambakkam Chennai:600034 Phone: 044-42976767 / 42976757 / 1800-103-8345 Branch Office 702, Majestic. Nr. Swati Restaurant, Opp Lawgarden BRTS Stand,Ellisbridge Ahmedabad:380006 Phone: 26426630 / 1800-103-8345 Branch Office Mittal Tower Unit No. 1258-59, B Wing, 14th Floor, M G Road Bangalore:560001 Phone: 42914225 / 1800-103-8345 Branch Office Krishna Kunj, 7th Floor, Hungerford Street Kolkata:700017 Phone: 033-40062958 / 40062959 / 40062965 / 40062967 / 1800-103-8345 Branch Office ABK OLBEE Plaza, 8-2-618/8 & 9,2nd Floor, 204, Road No.1,Banjara Hills Hyderabad:500034 Phone: 040-66664436 / 66780752 / 1800-103-8345 Branch Office Office No. 13, 3rd Floor, Aditya Centeegra, Final Plot 314, CTS 930, Mouje Bhamburda, FergussonCollege Rd, Shivaji Nagar, Pune:411005 Phone: 020-30266021 / 30266022 / 30266023 / 1800-103-8345 Branch Office 1st Floor, C-110, International Trade Centre,Majura Gate, Ring Road, Surat:395002 Phone: 0261-2460134 / 1800-103-8345 Branch Office Office No. 308, SCO 18, Opp. Stock Exchange,Feroze Gndhi Market Ludhiana:141001 Phone: 0161-5054519 / 5054520 / 1800-103-8345 Branch Office 204, Khullar Champers,Above Bank of Baroda, Munje Chowk,Sita Buldi, Nagpur:440012 Phone: 6500172 / 1800-103-8345 Branch Office Office No. 512, 5th Floor,Kan Chambers, 14/113,Civil Lines, Kanpur:208001 Phone: 9936416677 / 0512-3914577 / 3022754 / 3022755 Branch Office Lower Ground, 14, Suyojit Sankul,Behind Centurion Bank,Sharanpur Road, Nasik:422002 Phone: 0253-3012824 / 1800-103-8345 Branch Office 343, 3rd Floor,Ganpati Plaza,M I Road, Jaipur:302001 Phone: 0141-4002188 / 1800-103-8345 Head Office Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai:400025 Phone: 022-33797777 / 1800-103-8345 Branch Office 505, 5th floor, Ocean Complex,Plot No.6, Sector 18, Noida, U.P: Phone: 0120-4271915 / 4271916 Branch Office Chandigarh Business Centre, Chamber No.8, 2nd floor, SCO 2441-42, Sector 22 C Chandigarh:160022 Phone: 0172-4346431 / 4646431 / 1800-103-8345 Branch Office The Summit Business Park, 415,4th floor, off Andheri - Kurla Road,Chakala, Below Western Express Highway Metro Station, Andheri East, Mumbai:400093 Branch Office Emerald One Unit No. A 126, 1St Floor, Windward Business Park, Jetalpur Road, Vadodara:390020 Phone: Tel : ( 026 ) 52993727 Branch Office Office No 207 B , 2nd floor ,Saran Chambers 2, 5 Park Road, Near Civil Hospital, Hazaratganj, Lucknow :226001 Branch Office Global Business Park, Business Center,Office Number ? 203, Second Floor, 191/A,Kharvel Nagar,Unit No. 3, Bhubaneswar, Khordha, Odisha Bhubaneswar:751001 | % of Outperformers | 73.33 |
JM Financial Mutual Fund FAQs
- 1. Which JM Financial Mutual Fund is best for SIP in equity category?There are various subcategories under the equity category itself. JM Financial Mutual Fund offers a varied class of funds under its equity umbrella. The 3 best equity funds for SIP are actually the top rated ones which have consistently given superior returns in their respective defined categories.
- Scheme rating: 4 star - NAV: Rs. 121.98 - SIP Returns% (1/3/5 yr): 60.63%/ 57.62%/ 57.92% - Expense ratio: 0.9% - Asset Size: Rs. 985.91 cr
- Scheme rating: 5 star - NAV: Rs. 121.74 - SIP Returns% (1/3/5 yr): 62.64%/ 55.51%/ 55.3% - Expense ratio: 0.42% - Asset Size: Rs. 3855.23 cr
- Scheme rating: 4 star - NAV: Rs. 58.51 - SIP Returns% (1/3/5 yr): 60.49%/ 45.39%/ 45.78% - Expense ratio: 1.13% - Asset Size: Rs. 173.45 cr
%% 16530 / jm-value-fund-direct-plan / JM Value Fund Direct Plan-Growth, 16547 / jm-flexicap-fund-direct-plan / JM Flexicap Fund Direct Plan-Growth and 16552 / jm-elss-tax-saver-fund-direct-plan / JM ELSS Tax Saver Fund Direct Plan-Growth - 2. Which are the top performing JM Financial Mutual Fund?The 3 top performing funds for JM Financial Mutual Fund based on the descending order of returns are:
- NAV: Rs. 121.98 - Trailing Returns% (1/3/5 yr): 63.39% / 32.9% / 30.72% - Expense ratio: 0.9% - Asset Size: Rs. 985.91 cr
- NAV: Rs. 121.74 - Trailing Returns% (1/3/5 yr): 65.59% / 32.05% / 29.25% - Expense ratio: 0.42% - Asset Size: Rs. 3855.23 cr
- NAV: Rs. 58.51 - Trailing Returns% (1/3/5 yr): 55.88% / 25.89% / 26.54% - Expense ratio: 1.13% - Asset Size: Rs. 173.45 cr
%% 16530 / jm-value-fund-direct-plan / JM Value Fund Direct Plan-Growth, 16547 / jm-flexicap-fund-direct-plan / JM Flexicap Fund Direct Plan-Growth and 16552 / jm-elss-tax-saver-fund-direct-plan / JM ELSS Tax Saver Fund Direct Plan-Growth - 3. Which are the best JM Financial Mutual Fund?The 3 best equity JM Financial Mutual Fund are actually the top rated ones which have consistently given superior returns in their respective defined categories.
- Scheme rating: 4 star - NAV: Rs. 121.98 - Trailing Returns% (1/3/5 yr): 63.39% / 32.9% / 30.72% - Expense ratio: 0.9% - Asset Size: Rs. 985.91 cr
- Scheme rating: 5 star - NAV: Rs. 121.74 - Trailing Returns% (1/3/5 yr): 65.59% / 32.05% / 29.25% - Expense ratio: 0.42% - Asset Size: Rs. 3855.23 cr
- Scheme rating: 4 star - NAV: Rs. 58.51 - Trailing Returns% (1/3/5 yr): 55.88% / 25.89% / 26.54% - Expense ratio: 1.13% - Asset Size: Rs. 173.45 cr
%% 16530 / jm-value-fund-direct-plan / JM Value Fund Direct Plan-Growth, 16547 / jm-flexicap-fund-direct-plan / JM Flexicap Fund Direct Plan-Growth and 16552 / jm-elss-tax-saver-fund-direct-plan / JM ELSS Tax Saver Fund Direct Plan-Growth - 4. Which are the top performing sectoral/thematic based funds in JM Financial Mutual Fund?The 3 top performing sectoral/thematic based funds for JM Financial Mutual Fund based on the descending order of returns are:
%% - 5. Which JM Financial Mutual Fund is best for SIP in debt category?JM Financial Mutual Fund offers various subcategories under the debt category itself. Understanding a debt fund could be complex as there are several parameters that need to be looked at in conjunction with each other to determine the suitability of a debt fund in one’s portfolio. However, essentially, the best ways to select a debt fund for SIP are based upon:
i) Lending of upto 1 year
JM Low Duration Fund Direct Plan-Growth - Scheme rating: 3 star - NAV: Rs. 35.64 - SIP Returns% (1 yr): 7.63% - Expense ratio: 0.25% - Asset Size: Rs. 259.26 cr
ii) Fund’s sensitivity to interest-rate movements
No Data is available for this selected parameter.
iii) Credit Quality of a fund’s portfolio
No Data is available for this selected parameter.
%% 16564 / jm-low-duration-fund-direct-plan / JM Low Duration Fund Direct Plan-Growth,, - 6. What are the NAVs of top schemes of JM Financial Mutual Fund?The NAVs of the top 3 schemes for JM Financial Mutual Fund:
i) Based on the descending order of returns:
JM Value Fund Direct Plan-Growth - NAV: Rs. 121.98 - Trailing Returns% (3 yr): 32.9%
JM Flexicap Fund Direct Plan-Growth - NAV: Rs. 121.74 - Trailing Returns% (3 yr): 32.05%
JM Aggressive Hybrid Fund Direct-Growth - NAV: Rs. 145.52 - Trailing Returns% (3 yr): 26.52%
ii) Based on the descending order of asset size:
JM Flexicap Fund Direct Plan-Growth - NAV: Rs. 121.74 - Asset Size: Rs. 3855.23 cr
JM Liquid Fund Direct-Growth - NAV: Rs. 67.95 - Asset Size: Rs. 2383.92 cr
JM Midcap Fund Direct - Growth - NAV: Rs. 20.93 - Asset Size: Rs. 1620.33 cr
%% 16530 / jm-value-fund-direct-plan / JM Value Fund Direct Plan-Growth, 16547 / jm-flexicap-fund-direct-plan / JM Flexicap Fund Direct Plan-Growth and 17144 / jm-aggressive-hybrid-fund-direct-plan / JM Aggressive Hybrid Fund Direct-Growth, 16547 / jm-flexicap-fund-direct-plan / JM Flexicap Fund Direct Plan-Growth, 16741 / jm-liquid-fund-direct-plan / JM Liquid Fund Direct-Growth and 42731 / jm-midcap-fund-direct-plan / JM Midcap Fund Direct - Growth - 7. What are the fees or charges of a JM Financial Mutual Fund?The fees or charges of a JM Financial Mutual Fund differ from fund to fund. Typically, such fees are expressed as a percentage of your overall investment which is usually called the expense ratio. Lower this ratio, the better it will be for an investor. The expense ratio of a JM Financial Mutual Fund is higher for an actively managed fund vis-a-vis an index tracking passively managed fund. An investor should also be wary of the plan option of a JM Financial Mutual Fund and invest in the Direct plan of a fund as a Regular plan has higher expense ratio due to the commission paid out to brokers/distributors.
Top 3 passive funds with the lowest expense ratio are:
No Data is available for this selected parameter.
Top 3 active equity funds with the lowest expense ratio are:
JM Midcap Fund Direct - Growth - NAV: Rs. 20.93 - Expense ratio: 0.28% - Asset Size: Rs. 1620.33 cr
JM Flexicap Fund Direct Plan-Growth - NAV: Rs. 121.74 - Expense ratio: 0.42% - Asset Size: Rs. 3855.23 cr
JM Small Cap Fund Direct - Growth - NAV: Rs. 10.76 - Expense ratio: 0.54% - Asset Size: Rs. 453.79 cr
Top 3 active debt funds with the lowest expense ratio are:
JM Overnight Fund Direct - Growth - NAV: Rs. 1248.54 - Expense ratio: 0.08% - Asset Size: Rs. 221.29 cr
JM Overnight Fund Regular - Growth - NAV: Rs. 1244.42 - Expense ratio: 0.15% - Asset Size: Rs. 221.29 cr
JM Liquid Fund Direct-Growth - NAV: Rs. 67.95 - Expense ratio: 0.16% - Asset Size: Rs. 2383.92 cr
%%, 42731 / jm-midcap-fund-direct-plan / JM Midcap Fund Direct - Growth, 16547 / jm-flexicap-fund-direct-plan / JM Flexicap Fund Direct Plan-Growth and 44313 / jm-small-cap-fund-direct-plan / JM Small Cap Fund Direct - Growth, 40475 / jm-overnight-fund-direct-plan / JM Overnight Fund Direct - Growth, 40472 / jm-overnight-fund-regular-plan / JM Overnight Fund Regular - Growth and 16741 / jm-liquid-fund-direct-plan / JM Liquid Fund Direct-Growth - 8. What are the contact details of JM Financial Mutual Fund?The contact details of JM Financial Mutual Fund are as follows:
Head Office Address: Office B-8th Floor-Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
Contact No: 022-33797777 / 1800-103-8345
Mutual Funds By AMC
- 360 ONE Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Axis Mutual Fund
- Bajaj Finserv Mutual Fund
- Bandhan Mutual Fund
- Bank of India Mutual Fund
- Baroda BNP Paribas Mutual Fund
- Black Rock
- Canara Robeco Mutual Fund
- DSP Mutual Fund
- Edelweiss Mutual Fund
- Franklin Templeton Mutual Fund
- Groww Mutual Fund
- HDFC Mutual Fund
- Helios Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- Invesco Mutual Fund
- ITI Mutual Fund
- JM Financial Mutual Fund
- JP Morgan
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Mahindra Manulife Mutual Fund
- Mirae Asset Mutual Fund
- Motilal Oswal Mutual Fund
- Navi Mutual Fund
- Nippon India Mutual Fund
- NJ Mutual Fund
- Old Bridge Mutual Fund
- PGIM India Mutual Fund
- PPFAS Mutual Fund
- Quant Mutual Fund
- Quantum Mutual Fund
- Samco Mutual Fund
- SBI Mutual Fund
- Shriram Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- TRUST Mutual Fund
- Union Mutual Fund
- UTI Mutual Fund
- WhiteOak Capital Mutual Fund
- Zerodha Mutual Fund
More from Mutual Funds Stats
Top Financial Calculators
JM Financial Mutual Fund - News & Updates
Kotak Mahindra Bank to outperform Nifty, says JM Financial
According to JM Financial, Kotak Mahindra Bank's stock is expected to outperform the Nifty50 index. The stock shows signs of upward movement with 50-day, 100-day, and 200-day averages trading in a narrow range. Futures open interest declined by 5%, indicating no short accumulation.
Sebi fines JM Financial MF, ex-CEO, others for violations
Sebi fined JM Financial Asset Management, its trustee company, former CEO Bhanu Katoch, and four others ₹2 crores for mutual fund rule breaches. An unusual NAV increase occurred in JM Low Duration Fund due to the sale of DHFL's defaulted securities. They bought into the schemes during this period, engaging in unfair trade practices.
FirstCry raises Rs 1,886 crore from anchor investors
The shares of Brainbees Solutions, which operates omnichannel kidswear brand FirstCry, were allocated at the upper end of the IPO price of Rs 465 a share to the government of Singapore, ADIA, Nomura, Fidelity, SBI Blue Chip Fund, SBI MF, ICICI Pru MF, HDFC MF, Kotak Mahindra MF, Goldman Sachs Funds, SBI Life, Nordea Asset Management, Max Life, Norges Bank, PSP, and Carmignac, among others.
Kotak Mutual Fund launches Crisil-IBX AAA Financial Services Index – SEP 2027 Fund
Kotak Mutual Fund has launched the Kotak Crisil-IBX AAA Financial Services Index – SEP 2027 Fund, an open-ended Target Maturity Debt Index Fund. It invests in CRISIL-IBX AAA Financial Services Index constituents, with a high interest rate and low credit risk.
JM Financial Mutual Fund
This page shows all the Schemes of JM Financial Mutual Fund across Equity, Debt and Hybrid categories. Pertinent information on the Schemes like NAV, Expense Ratio, 1 Year Return, Assets under Management, Style Box and most importantly Scheme Ratings are shown in the page. Equity Style box shows Fund Valuation in the X axis and Market Capitalisation in the Y axis. Debt Funds Style Box shows Credit Quality in the X axis and Interest Rate Sensitivity in the Y axis. Ratings of a fund ranges from 1 star to 5 stars with 5 being the maximum. The quantitative measures is a composite score factoring both Return and Risk of a fund.