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JM Financial Mutual Fund AMC logo

JM Financial Mutual Fund

JM Financial Mutual Fund
JM Equity Tax Saver Fund-Series-1 - Growth Plan - Growth Plan
Equity | Equity Elss

1Y

77.16%

3Y

-16.17%

5Y

-6.81%

SI

-11.10%

Nav

7.03

Risk

-
JM Financial Mutual Fund
JM G-Sec Fund - Growth
Debt | Debt Gilt

1Y

12.33%

3Y

9.33%

5Y

8.81%

SI

9.47%

Nav

60.76

Risk

-
JM Financial Mutual Fund
JM Fixed Maturity Fund-Series IV - Yearly Plan - Growth Plan - Growth Plan
Debt | Debt Fixed Maturity Plan

1Y

10.66%

3Y

5.48%

5Y

2.16%

SI

10.94%

Nav

11.13

Risk

-
JM Financial Mutual Fund
JM Fixed Maturity Fund - Series IV -13 Months Plan - Growth Plan - Growth Plan
Debt | Debt Fixed Maturity Plan

1Y

10.43%

3Y

5.58%

5Y

2.20%

SI

10.56%

Nav

11.15

Risk

-
JM Financial Mutual Fund
JM Interval Fund - Quarterly Plan 5 - Institutional Growth Plan - Institutional Growth Plan
Debt | Debt Interval Plan

1Y

10.08%

3Y

4.92%

5Y

1.94%

SI

10.13%

Nav

11.01

Risk

-
JM Financial Mutual Fund
JM Large Cap Fund - Growth Plan - Growth Plan
Equity | Equity Large Cap

1Y

9.98%

3Y

5.23%

5Y

0.78%

SI

10.26%

Nav

19.35

Risk

-
JM Financial Mutual Fund
JM Dynamic Bond Fund - Regular Plan - Growth
Debt | Debt Dynamic Bond

1Y

9.56%

3Y

11.45%

5Y

5.87%

SI

6.71%

Nav

41.87

Risk

-
JM Financial Mutual Fund
JM Medium to Long Duration Fund - Regular Plan - Growth
Debt | Debt Long Duration

1Y

9.51%

3Y

11.75%

5Y

5.27%

SI

6.24%

Nav

62.58

Risk

-
JM Financial Mutual Fund
JM Interval Fund - Quarterly Plan 5 - Regular Growth Plan - Regular Growth Plan
Debt | Debt Interval Plan

1Y

9.44%

3Y

4.77%

5Y

1.88%

SI

9.54%

Nav

10.98

Risk

-
JM Financial Mutual Fund
JM Fixed Maturity Fund-Series IV - 15 Months Plan 2 - Institutional Growth Plan - Institutional Growth Plan
Debt | Debt Fixed Maturity Plan

1Y

9.39%

3Y

6.37%

5Y

2.50%

SI

10.46%

Nav

11.31

Risk

-
About this fund

JM Financial Mutual Fund is one of the oldest mutual fund houses in India, backed by JM Financial Limited, a well-established financial services group with operations across investment banking, asset management, and wealth management. Managed by JM Financial Asset Management Ltd., the mutual fund aims to offer investors high-conviction, research-led investment solutions.

The fund house has been in operation since 1994 and offers a range of equity, debt, and hybrid products. It is known for its targeted equity strategies. Within the past few years, both the JM Flexi Cap Fund and the JM Value Fund have given excellent returns. JM Financial Mutual Fund emphasizes disciplined investing, effective risk management, and providing investors with transparent information.

Key information
Mutual Fund Name
JM Financial Mutual Fund
AMC
JM Financial Asset Management Limited
Headquarters
Mumbai, India
Industry
Asset Management, Wealth Management
Trustee Organisation
J M Financial Trustee Company Private Limited
Assets Under Management (AUM)
₹13,831 Crs (As of March 31, 2025)
No. of schemes
15
AMC Age
30 Years
AMC Incorporation Date
June 09, 1994
AMC Setup Date
September 15, 1994
MD and CEO
Mr. Amitabh Mohanty
Website
Frequently asked questions
What types of mutual fund schemes does JM Financial offer?
What is JM's investment strategy?
How can I invest in JM Financial Mutual Fund schemes?
Is SIP available in JM MF?
Who manages the funds at JM Financial AMC?
Are there any exit loads or charges?
Is JM Financial Mutual Fund safe and reliable?
What are JM's popular schemes?
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