JM Financial Mutual Fund

Best JM Financial Mutual Fund Schemes

Fund Name	Ratings	Risk	3Y Returns	AUM
JM Aggressive Hybrid Fund Direct Half Yearly Bonus Principal Units Hybrid Aggressive Hybrid Fund	0 hello	Very High	22.79%	₹642.94 cr.
JM Aggressive Hybrid Fund Direct Bonus Principal Units Reinvestment Hybrid Aggressive Hybrid Fund	0 hello	Very High	22.79%	₹642.94 cr.
JM Aggressive Hybrid Fund Direct Quarterly Bonus Principal Units Hybrid Aggressive Hybrid Fund	0 hello	Very High	22.79%	₹642.94 cr.
JM Flexicap Fund Direct IDCW Payout Equity Flexi Cap Fund	2.5 hello	Very High	21.25%	₹5,263.18 cr.
JM Flexicap Fund Direct IDCW Reinvestment Equity Flexi Cap Fund	2.5 hello	Very High	21.25%	₹5,263.18 cr.
JM Flexicap Fund Equity Flexi Cap Fund	2.5 hello	Very High	21.25%	₹5,263.18 cr.
JM Value Fund Equity Value Fund	0 hello	Very High	20.16%	₹987.88 cr.
JM Value Fund Direct IDCW Payout Equity Value Fund	0 hello	Very High	20.16%	₹987.88 cr.
JM Value Fund Direct IDCW Reinvestment Equity Value Fund	0 hello	Very High	20.16%	₹987.88 cr.
JM Aggressive Hybrid Fund Direct Annual Bonus Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct Half Yearly IDCW Payout Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct Half Yearly IDCW Reinvestment Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct IDCW Payout Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct IDCW Reinvestment Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct Monthly IDCW Payout Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct Monthly IDCW Reinvestment Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct Annual IDCW Payout Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct Quarterly IDCW Payout Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Aggressive Hybrid Fund Direct Quarterly IDCW Reinvestment Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	19.71%	₹767.72 cr.
JM Focused Fund Direct IDCW Payout Equity Focused Fund	0.5 hello	Very High	16.91%	₹246.58 cr.
JM Focused Fund Direct IDCW Reinvestment Equity Focused Fund	0.5 hello	Very High	16.91%	₹246.58 cr.
JM Focused Fund Equity Focused Fund	0.5 hello	Very High	16.91%	₹246.58 cr.
JM ELSS Tax Saver Fund Direct IDCW Payout Equity ELSS	1.5 hello	Very High	16.33%	₹183.63 cr.
JM ELSS Tax Saver Fund Equity ELSS	1.5 hello	Very High	16.33%	₹183.63 cr.
JM Large Cap Fund Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct Quarterly IDCW Payout Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct Quarterly IDCW Reinvestment Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct Annual IDCW Payout Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct Annual IDCW Reinvestment Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct IDCW Payout Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct IDCW Reinvestment Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct Monthly IDCW Payout Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct Monthly IDCW Reinvestment Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct Half Yearly IDCW Payout Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Large Cap Fund Direct Half Yearly IDCW Reinvestment Equity Large Cap Fund	1.5 hello	Very High	13.11%	₹490.71 cr.
JM Dynamic Bond Fund Debt Dynamic Bond	3 hello	Moderate	7.64%	₹44.80 cr.
JM Dynamic Bond Fund Direct IDCW Payout Debt Dynamic Bond	3 hello	Moderate	7.64%	₹44.80 cr.
JM Dynamic Bond Fund Direct IDCW Reinvestment Debt Dynamic Bond	3 hello	Moderate	7.64%	₹44.80 cr.
JM Dynamic Bond Fund Direct Monthly IDCW Payout Debt Dynamic Bond	3 hello	Moderate	7.64%	₹44.80 cr.
JM Dynamic Bond Fund Direct Monthly IDCW Reinvestment Debt Dynamic Bond	3 hello	Moderate	7.64%	₹44.80 cr.
JM Medium To Long Duration Fund Debt Medium to Long Duration Fund	1 hello	Moderate	7.31%	₹23.67 cr.
JM Medium To Long Duration Fund Direct Quarterly IDCW Payout Debt Medium to Long Duration Fund	1 hello	Moderate	7.31%	₹23.67 cr.
JM Medium To Long Duration Fund Direct Quarterly IDCW Reinvestment Debt Medium to Long Duration Fund	1 hello	Moderate	7.31%	₹23.67 cr.
JM Dynamic Bond Fund Direct Weekly IDCW Reinvestment Debt Dynamic Bond	3 hello	Moderately High	7.31%	₹44.80 cr.
JM Dynamic Bond Fund Direct Daily IDCW Reinvestment Debt Dynamic Bond	3 hello	Moderate	7.2%	₹44.80 cr.
JM Arbitrage Fund Direct Quarterly IDCW Payout Hybrid Arbitrage Fund	2 hello	Low	6.98%	₹186.62 cr.
JM Arbitrage Fund Direct Quarterly IDCW Reinvestment Hybrid Arbitrage Fund	2 hello	Low	6.98%	₹186.62 cr.
JM Liquid Fund Direct Daily IDCW Reinvestment Debt Liquid Fund	3 hello	Moderately Low	6.98%	₹2,805.99 cr.
JM Arbitrage Fund Direct Annual Bonus Principal Units Hybrid Arbitrage Fund	2 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct IDCW Payout Hybrid Arbitrage Fund	2 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct IDCW Reinvestment Hybrid Arbitrage Fund	2 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct Annual Bonus Principal Units Hybrid Arbitrage Fund	0 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Hybrid Arbitrage Fund	2 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct Annual IDCW Payout Hybrid Arbitrage Fund	2 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct Annual IDCW Reinvestment Hybrid Arbitrage Fund	2 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct Monthly IDCW Payout Hybrid Arbitrage Fund	2 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct Monthly IDCW Reinvestment Hybrid Arbitrage Fund	2 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct Bonus Principal Units Hybrid Arbitrage Fund	0 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct Bonus Principal Units Hybrid Arbitrage Fund	2 hello	Low	6.97%	₹186.62 cr.
JM Arbitrage Fund Direct Half Yearly IDCW Payout Hybrid Arbitrage Fund	2 hello	Low	6.95%	₹186.62 cr.
JM Arbitrage Fund Direct Half Yearly IDCW Reinvestment Hybrid Arbitrage Fund	2 hello	Low	6.95%	₹186.62 cr.
JM Low Duration Fund Debt Low Duration Fund	3.5 hello	Moderately Low	6.95%	₹223.94 cr.
JM Low Duration Fund Direct Bonus Principal Units Reinvestment Debt Low Duration Fund	0 hello	Moderately Low	6.95%	₹223.94 cr.
JM Low Duration Fund Direct Bonus Principal Units Reinvestment Debt Low Duration Fund	3.5 hello	Moderately Low	6.95%	₹223.94 cr.
JM Liquid Fund Direct Quarterly IDCW Payout Debt Liquid Fund	3 hello	Moderately Low	6.81%	₹2,805.99 cr.
JM Liquid Fund Direct Quarterly IDCW Reinvestment Debt Liquid Fund	3 hello	Moderately Low	6.81%	₹2,805.99 cr.
JM Liquid Fund Debt Liquid Fund	3 hello	Moderately Low	6.81%	₹2,805.99 cr.
JM Low Duration Fund Direct Weekly IDCW Reinvestment Debt Low Duration Fund	3.5 hello	Moderately Low	6.68%	₹223.94 cr.
JM Low Duration Fund Direct Fortnightly IDCW Reinvestment Debt Low Duration Fund	3.5 hello	Moderately Low	6.62%	₹223.94 cr.
JM Low Duration Fund Direct Daily IDCW Reinvestment Debt Low Duration Fund	3.5 hello	Moderately Low	6.53%	₹223.94 cr.
JM Liquid Fund Direct Weekly IDCW Payout Debt Liquid Fund	3 hello	Moderately Low	6.51%	₹2,805.99 cr.
JM Liquid Fund Direct Weekly IDCW Reinvestment Debt Liquid Fund	3 hello	Moderately Low	6.51%	₹2,805.99 cr.
JM Arbitrage Fund Direct Quarterly Bonus Principal Units Hybrid Arbitrage Fund	0 hello	Low	6.42%	₹182.50 cr.
JM Arbitrage Fund Direct Half Yearly Bonus Principal Units Hybrid Arbitrage Fund	0 hello	Low	6.42%	₹182.50 cr.
JM Overnight Fund Debt Overnight Fund	0 hello	Low	6.27%	₹237.72 cr.
JM Dynamic Bond Fund Direct Bonus Principal Units Reinvestment Debt Dynamic Bond	0 hello	Moderate	6.27%	₹45.46 cr.
JM Dynamic Bond Fund Direct Half Yearly Bonus Principal Units Debt Dynamic Bond	0 hello	Moderate	6.27%	₹45.46 cr.
JM Liquid Fund Direct Bonus Principal Units Reinvestment Debt Liquid Fund	0 hello	Moderately Low	6.21%	₹2,476.38 cr.
JM Overnight Fund Direct Weekly IDCW Payout Debt Overnight Fund	0 hello	Low	6.15%	₹237.72 cr.
JM Overnight Fund Direct Weekly IDCW Reinvestment Debt Overnight Fund	0 hello	Low	6.15%	₹237.72 cr.
JM Overnight Fund Direct Daily IDCW Reinvestment Debt Overnight Fund	0 hello	Low	5.81%	₹237.72 cr.
JM Medium To Long Duration Fund Direct Bonus Principal Units Reinvestment Debt Medium to Long Duration Fund	0 hello	Moderate	5.42%	₹27.70 cr.
JM Small Cap Fund Direct IDCW Reinvestment Equity Small Cap Fund	0 hello	Very High	0%	₹594.06 cr.
JM Aggressive Hybrid Fund Direct Half Yearly Bonus Principal Units Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	0%	₹729.07 cr.
JM Aggressive Hybrid Fund Direct Quarterly Bonus Principal Units Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	0%	₹729.07 cr.
JM Arbitrage Fund Direct Half Yearly Bonus Principal Units Hybrid Arbitrage Fund	2 hello	Low	0%	₹212.09 cr.
JM Arbitrage Fund Direct Quarterly Bonus Principal Units Hybrid Arbitrage Fund	2 hello	Low	0%	₹212.09 cr.
JM Small Cap Fund Direct IDCW Payout Equity Small Cap Fund	0 hello	Very High	0%	₹594.06 cr.
JM Small Cap Fund Equity Small Cap Fund	0 hello	Very High	0%	₹594.06 cr.
JM Dynamic Bond Fund Direct Half Yearly Bonus Principal Units Debt Dynamic Bond	3 hello	Moderate	0%	₹44.03 cr.
JM Liquid Fund Direct Bonus Principal Units Reinvestment Debt Liquid Fund	3 hello	Moderately Low	0%	₹3,341.39 cr.
JM Medium To Long Duration Fund Direct Bonus Principal Units Reinvestment Debt Medium to Long Duration Fund	1 hello	Moderate	0%	₹24.95 cr.
JM Dynamic Bond Fund Direct Bonus Principal Units Reinvestment Debt Dynamic Bond	3 hello	Moderate	0%	₹44.03 cr.
JM Aggressive Hybrid Fund Direct Bonus Principal Units Reinvestment Hybrid Aggressive Hybrid Fund	3.5 hello	Very High	0%	₹729.07 cr.
JM Short Duration Fund Debt Short Duration Fund	0 hello	Moderate	0%	₹115.23 cr.
JM Short Duration Fund Direct IDCW Payout Debt Short Duration Fund	0 hello	Moderate	0%	₹115.23 cr.
JM Short Duration Fund Direct IDCW Reinvestment Debt Short Duration Fund	0 hello	Moderate	0%	₹115.23 cr.
JM Midcap Fund Equity Mid Cap Fund	0 hello	Very High	0%	₹1,261.10 cr.
JM Midcap Fund Direct IDCW Payout Equity Mid Cap Fund	0 hello	Very High	0%	₹1,261.10 cr.
JM Midcap Fund Direct IDCW Reinvestment Equity Mid Cap Fund	0 hello	Very High	0%	₹1,261.10 cr.

JM Financial Mutual Fund started in the year 1994 with the backing of its sole sponsor, JM Financial Ltd. It was incorporated with a vision of being the most trusted partner for every stakeholder. JM Financial Asset Management Ltd came into existence under the Companies Act of 1956 on June 9, 1994.

JM Financial Ltd began its journey in the world of capital markets with the launch of three funds: JM Equity Fund, JM Liquid Fund (later called JM Income Fund), and JM Balanced Fund. Slowly and swiftly, JM Financial built a diverse portfolio of schemes to meet its customer needs. As of 28th Feb 2023, JM Financial Asset Management Ltd. had ₹3,103 crore assets under management (AUM)

JM Financial Mutual Fund Key Information

Founding date	01 September 1994
AMC Incorporation date	09 June 1994
Headquarters in	Mumbai
Name of the sponsors	JM Financial Ltd
Trustee organisation	JM Financial Asset Management Ltd
MD and CEO	Mr Amitabh Mohanty
Chief Investment Officer	Mr Satish Ramanathan
Compliance Officer	Ms Diana D’sa

JM Financial Mutual Fund Managers

Chaitanya Choksi

Fund Manager since Aug 2014 (10 years)

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Mr. Choksi has degrees in MMS (Finance) and CFA. Prior to joining JM Financials he worked as an equity research analyst with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.

Asit Bhandarkar

Fund Manager since May 2024 (11 months)

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Mr. Bhandarkar has a B.Com (H) and an MBA in Finance from the University of Mumbai. He is currently working as a Senior Fund Manager at JM Financial Asset Management Ltd. Prior to joining JM Financial, he worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.

How to Invest in JM Financial Mutual Fund via Angel One?

Investing in the JM Financial MF, or any mutual fund for that matter, is an easy and hassle-free process through your Angel One account. Just take the following steps:

Step 1: Log in to your Angel One account using your mobile number and the OTP received. Then, enter your MPIN. If you don’t have an account, you can open one quickly by submitting the required documents.

Step 2: Determine which mutual fund(s) suit your needs and risk profile. You can research and compare funds on the Angel One app based on factors like past performance, tax implications, investment sectors, risk level, ratings from rating agencies, and expense ratio.

Step 3: Once you’ve chosen the fund(s) you want to invest in, go to the Mutual Funds section in your Angel One account and search for the selected fund(s). Decide whether you want to invest in a lump sum or through a monthly SIP. Enter the amount you wish to invest and choose the payment mode (UPI or net banking). For SIPs, you can set up a mandate for future instalments.

Investing in a mutual fund scheme can be a long-term commitment, so choose your fund(s) carefully and seek expert advice if necessary.

You can learn more about the details of each fund from within the Angel One app itself.

Documents Required To Invest in JM Financial Mutual Fund

Investing in JM Financial Mutual Fund through Angel One is more straightforward than ever, thanks to our fully digital KYC process. To initiate your investment journey, you’ll be asked to provide the following essential documents:

PAN Card Details (Mandatory)
Personal Information (Full Name, Mobile Number, Email Address)
Address Proof – Aadhar Card is the recommended choice, including both sides.
Bank Account Details, along with a cancelled cheque if deemed necessary.
Nominee details and FATCA Declarations

At Angel One, we’ve streamlined the KYC verification process, ensuring swift access to JM Financial Mutual Funds, whether you’re a new or returning investor. Your financial goals are now attainable through our user-friendly platform. Typically, the KYC process takes only 48-72 business hours, enabling you to start your mutual fund journey promptly.

Top 10 JM Financial Mutual Fund to Invest

Schemes	Category	AUM (in ₹ Cr)	3-Yr Returns (%)	1-Yr Return (%)
JM Flexi Cap Fund	Flexi Cap Fund	5,254.65	23.33	4.45
JM Value Fund	Value Fund	1,027.07	22.04	-0.36
JM Aggressive Hybrid Fund	Aggressive Hybrid Fund	752.06	21.26	5.45
JM Focused Fund	Focused Fund	227.74	18.36	1.99
JM ELSS Tax Saver Fund	ELSS	180.14	17.96	6.41
JM Large Cap Fund	Large Cap Fund	490.7	15.31	-2.45
JM Arbitrage Fund	Arbitrage Fund	209.87	6.73	7.47
JM Dynamic Bond Fund	Dynamic Bond Fund	43.74	6.69	7.94
JM Liquid Fund	Liquid Fund	3,220.67	6.63	7.29
JM Low Duration Fund	Low Duration Fund	228.84	6.63	7.74

Note: All data is as of February 27, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) among JM Financial Mutual Funds over the past 3 years.

JM Flexi Cap Fund

JM Flexi Cap Fund is a very high-risk equity fund that invests across large, mid, and small-cap stocks, ensuring diversification and growth potential. With an AUM of ₹5,254.65 crore, it has delivered a strong 3-year CAGR of 23.33% and a 1-year return of 4.45%. The fund’s expense ratio stands at 0.56%, making it a cost-effective option for long-term investors seeking flexibility and capital appreciation in varying market conditions.

JM Value Fund

JM Value Fund follows a value investing strategy, identifying undervalued stocks with long-term growth potential. As a very high-risk fund, it caters to aggressive investors willing to withstand market fluctuations. The fund holds an AUM of ₹1,027.07 crore, delivering a 3-year CAGR of 22.04% but a slight decline of -0.36% in the last year. With an expense ratio of 1.02%, it is ideal for those looking to capitalise on undervalued opportunities.

JM Aggressive Hybrid Fund

JM Aggressive Hybrid Fund is a very high-risk investment option that balances equity and debt exposure to optimise risk-adjusted returns. With an AUM of ₹752.06 crore, it has generated a 3-year CAGR of 21.26% and a 1-year return of 5.45%. The fund has an expense ratio of 0.71%, offering a moderately priced way for investors to participate in equity markets while maintaining a cushion through debt investments.

JM Focused Fund

JM Focused Fund is a very high-risk investment vehicle that concentrates its holdings in a select number of stocks, aiming for high conviction bets. With an AUM of ₹227.74 crore, it has delivered a 3-year CAGR of 18.36% and a 1-year return of 1.99%. The fund carries an expense ratio of 0.78%, which is reasonable for a focused strategy. It is best suited for investors who prefer a concentrated portfolio with the potential for significant long-term gains.

JM ELSS Tax Saver Fund

JM ELSS Tax Saver Fund is an equity-linked savings scheme (ELSS) that provides tax benefits under Section 80C. With a very high-risk profile, it focuses on long-term wealth creation. The fund has an AUM of ₹180.14 crore, generating a 3-year CAGR of 17.96% and a 1-year return of 6.41%. The expense ratio stands at 1.27%, making it slightly expensive but attractive for investors looking to combine tax savings with equity exposure.

JM Large Cap Fund

JM Large Cap Fund is a very high-risk equity scheme that primarily invests in large-cap companies, offering stability with growth potential. With an AUM of ₹490.7 crore, it has delivered a 3-year CAGR of 15.31% but saw a decline of -2.45% over the last year. The expense ratio is 0.72%, making it a moderately priced option for investors seeking exposure to established companies with strong market presence.

JM Arbitrage Fund

JM Arbitrage Fund is a low-risk investment option that capitalises on price differentials in cash and derivatives markets to generate stable returns. With an AUM of ₹209.87 crore, it has achieved a 3-year CAGR of 6.73% and a 1-year return of 7.47%. The fund’s expense ratio of 0.4% ensures cost-efficient management, making it a suitable choice for conservative investors seeking low-volatility returns with minimal risk exposure.

JM Dynamic Bond Fund

JM Dynamic Bond Fund is a moderate-risk debt fund that adjusts its portfolio based on interest rate movements to optimise returns. With an AUM of ₹43.74 crore, it has generated a 3-year CAGR of 6.69% and a 1-year return of 7.94%. The expense ratio stands at 0.52%, making it a reasonably priced option for fixed-income investors looking for flexible duration strategies in response to changing market conditions.

JM Liquid Fund

JM Liquid Fund is a low to moderate-risk investment designed for short-term capital preservation and liquidity. With an AUM of ₹3,220.67 crore, it has delivered a 3-year CAGR of 6.63% and a 1-year return of 7.29%. The fund has a low expense ratio of 0.16%, making it a cost-effective option for investors seeking a secure place to park surplus funds while earning stable returns.

JM Low Duration Fund

JM Low Duration Fund is a low to moderate-risk debt fund that invests in short-term fixed-income securities, offering better returns than traditional savings instruments. With an AUM of ₹228.84 crore, it has generated a 3-year CAGR of 6.63% and a 1-year return of 7.74%. The expense ratio of 0.35% makes it an affordable choice for investors looking for steady, low-risk returns with reasonable liquidity.

Mutual Funds Calculators

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JM Financial Mutual Fund FAQs

How to start JM Financial Mutual Fund SIP online?

You can start investing in JM Financial Trustee Company Pvt. Ltd SIP online in several ways. One of them is through AMC’s official website. But for a seamless experience, you can do it via Angel One.

Which scheme is the best in JM Financial Mutual Fund?

To determine the best in the JM Financial Mutual Fund, conduct thorough research on their various schemes. Consider factors such as the scheme's investment objective, costs, historical performance, and risk level to select the one that aligns with your financial goals, risk tolerance, and horizon.

How to redeem JM Financial Mutual Fund online?

For online investments, you can redeem your units in three ways. First, via Angel One App under the Mutual Funds section. Second, by visiting https://www.angelone.in/mutual-funds. Finally, you can redeem your JM Financial Trustee Company Pvt. Ltd units by visiting AMC's website.

Are JM Financial Mutual Fund schemes tax-free?

Not all schemes are tax-free. As with any other ELSS, the one offered by JM Financial Mutual Fund also comes with tax benefits. By investing in JM Financial Mutual Fund’s ELSS Funds, you can claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year.

Who owns the JM Financial Mutual Fund?

Nimesh Kampani founded the JM Financial Group. V.P. Shetty is the chairman of JM Financial Asset Management Limited. He has worked for ~39 years in several positions in four nationalised banks and also worked as Chairman and MD in three banks.

JM Financial Mutual Fund

Best JM Financial Mutual Fund Schemes

JM Financial Mutual Fund

JM Financial Mutual Fund Key Information

JM Financial Mutual Fund Managers

How to Invest in JM Financial Mutual Fund via Angel One?

Documents Required To Invest in JM Financial Mutual Fund

Top 10 JM Financial Mutual Fund to Invest

JM Flexi Cap Fund

JM Value Fund

JM Aggressive Hybrid Fund

JM Focused Fund

JM ELSS Tax Saver Fund

JM Large Cap Fund

JM Arbitrage Fund

JM Dynamic Bond Fund

JM Liquid Fund

JM Low Duration Fund

Mutual Funds Calculators

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ELSS Calculator

JM Financial Mutual Fund FAQs

How to start JM Financial Mutual Fund SIP online?

Which scheme is the best in JM Financial Mutual Fund?

How to redeem JM Financial Mutual Fund online?

Are JM Financial Mutual Fund schemes tax-free?

Who owns the JM Financial Mutual Fund?

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JM Financial Mutual Fund

Best JM Financial Mutual Fund Schemes

JM Financial Mutual Fund

JM Financial Mutual Fund Key Information

JM Financial Mutual Fund Managers

How to Invest in JM Financial Mutual Fund via Angel One?

Documents Required To Invest in JM Financial Mutual Fund

Top 10 JM Financial Mutual Fund to Invest

JM Flexi Cap Fund

JM Value Fund

JM Aggressive Hybrid Fund

JM Focused Fund

JM ELSS Tax Saver Fund

JM Large Cap Fund

JM Arbitrage Fund

JM Dynamic Bond Fund

JM Liquid Fund

JM Low Duration Fund

Mutual Funds Calculators

SIP Calculator

Lumpsum Calculator

Step Up SIP Calculator

Mutual Fund Returns Calculator

SWP Calculator

ELSS Calculator

JM Financial Mutual Fund FAQs

How to start JM Financial Mutual Fund SIP online?

Which scheme is the best in JM Financial Mutual Fund?

How to redeem JM Financial Mutual Fund online?

Are JM Financial Mutual Fund schemes tax-free?

Who owns the JM Financial Mutual Fund?

Other AMCs

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Grow your wealth with SIP

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