JM Financial Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 13,204.59 Cr
Funds on Anand Rathi
59
AMC Age
32 Yrs
JM Financial Mutual Fund leverages the JM Financial Group’s legacy to deliver research-driven investment strategies across equity, debt, and hybrid categories. Its low-SIP entry points and process-led approach make professional fund management accessible to a wide range of investors.
List of Top JM Financial Mutual Fund Schemes
| Fund Name | |||
|---|---|---|---|
| JM Flexi Cap Fund (G) | 1.15% | 12.71% | 14.38% |
| JM Flexi Cap Fund (IDCW) | 1.15% | 12.71% | 14.38% |
| JM Value Fund (G) | -0.65% | 10.65% | 14.03% |
| JM Value Fund (IDCW) | -0.65% | 10.65% | 14.03% |
| JM ELSS - Tax Saver Fund (G) | 7.51% | 14.60% | 13.39% |
| JM ELSS - Tax Saver Fund (IDCW) | 7.51% | 14.60% | 13.39% |
| JM Focused Fund (G) | 1.17% | 10.38% | 12.03% |
| JM Focused Fund (IDCW) | 1.17% | 10.38% | 12.03% |
| JM Aggressive Hybrid Fund - (G) | -0.47% | 10.90% | 11.77% |
| JM Aggressive Hybrid Fund - (IDCW) | -0.47% | 10.90% | 11.77% |
| JM Aggressive Hybrid Fund - (IDCW-H) | -0.47% | 10.90% | 11.77% |
| JM Aggressive Hybrid Fund - (IDCW-Annual) | -0.47% | 10.90% | 11.77% |
| JM Aggressive Hybrid Fund - (IDCW-M) | -0.47% | 10.90% | 11.77% |
| JM Aggressive Hybrid Fund - (IDCW-Q) | -0.47% | 10.90% | 11.77% |
| JM Large Cap Fund - (G) | -0.60% | 9.14% | 9.62% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of JM Financial Mutual Fund
Key Information of JM Financial Mutual Fund
JM Financial Mutual Fund
AMCFunds Managed
17
Assets Managed
₹ 13,204.59 Cr
Contact Details
Registered Address
Office B,8th Floor, Cnergy,AppasahebMarathe Marg,prabhadevi,Mumbai - 400 025.
Managing Director
Mr. V.P. Shetty
Chief Executive Officer
Mr. Amitabh Mohanty
Compliance Officer
Diana D'sa
About JM Financial Mutual Fund
JM Financial AMC is among the earliest private sector asset management firms in India. Founded in 1994, it plays a significant role within the JM Financial Group, a native financial services leader with a history of more than fifty years in investment banking, wealth management, and securities.
The fund house is built on a foundation of institutional trust and deep-rooted expertise in the Indian capital markets. It prides itself on being a process-driven organization, where investment decisions are governed by rigorous research and internal risk-mitigation frameworks rather than individual bias.
Advantages of Investing in JM Financial Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting JM Financial Mutual Fund for your investments:
- Legacy of Expertise: Backed by one of India's oldest financial groups, offering investors the benefit of decades of experience across multiple market cycles.
- High-Conviction Investing: Specialized expertise in managing focused and flexi-cap portfolios that aim to capture emerging trends in the Indian economy.
- Accessibility: One of the AMCs to offer extremely low entry points for Systematic Investment Plans (SIPs), making professional wealth management accessible to a broad retail base.
- Balanced Product Suite: Provides a comprehensive range of solutions across Equity, Hybrid, and Debt categories, catering to various risk appetites and time horizons.
- Stability in Debt Management: Offers a suite of conservative debt products aimed at providing liquidity and capital preservation for short-term financial needs.
How to Invest in JM Financial Mutual Fund with Anand Rathi?
Planning to invest in the JM Financial Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:
Register or Log In
: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.Complete Your KYC
: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.Explore JM Financial Mutual Fund
: Browse available JM Financial Mutual Funds and shortlist those that align with your investment goals.Choose Your Investment Mode
: Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.Monitor & Watch Your Investments Anytime
: Invested in JM Financial Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in JM Financial Mutual Fund
Investing in the JM Financial Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in a mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or open a demat account
Select your preferred JM Financial Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
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