How to start a JM Financial mutual fund SIP online?

Here’s how you can start a SIP in JM Financial Mutual Funds, Launch Tickertape Mutual Fund Screener. Select the JM Financial Mutual Funds that aligns with your investment goals. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK” Your order will be placed.

How to calculate JM Financial mutual fund returns?

Here’s how you can calculate returns on your JM Financial mutual fund investement - Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100 With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the JM Financial mutual fund’s performance.

Does JM Financial offer tax-free mutual fund schemes?

JM Financial offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act. Disclaimer: You can check the latest information about JM Financial ELSS funds on Tickertape Mutual Fund Screener.

How do I cancel/stop JM Financial mutual fund SIP?

To cancel JM Financial mutual fund SIP, please refer to the official website. Disclaimer: Please do your own research or consult your financial advisor before making financial decision.

How to withdraw money from JM Financial mutual funds?

Here’s how to withdraw/redeem from JM Financial mutual fund on Tickertape Mutual Fund Screener - Step 1 - Select the JM Financial mutual fund you want to redeem Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar. Step 4 - Find the JM Financial mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”), Step 5 - Tap on the mutual fund name to open its details page. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption. Step 8 - Confirm your bank account details. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

What are the redemption charges of the JM Financial mutual funds?

JM Financial mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.

Which are the top-performing JM Financial mutual funds?

Here are the top JM Financial mutual funds based on their 5Y CAGR: JM Flexicap Fund JM Value Fund JM ELSS Tax Saver Fund JM Aggressive Hybrid Fund JM Focused Fund Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

How to increase the SIP amount in JM Financial mutual funds?

You can do it from your broker account or from JM Financial mutual fund official website.

How to choose the best JM Financial mutual funds before investing?

Here’s how to choose the best JM Financial mutual fund for investing - Assess your risk tolerance. Analyse the fund’s performance on Tickertape Mutual Fund Screener. Compare the expense ratio. Evaluate portfolio diversification across sectors, market caps, and asset classes. Understand tax implications as equity and debt funds are taxed differently. Check for exit load and lock-in period. Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Top JM Financial Mutual Funds - SIP Schemes, Performance, Returns 2025

JM Financial Asset Management Private Limited manages assets worth over ₹50,000 cr. as of Q2 FY 2025. In this blog, we'll look at all JM Financial mutual funds available in India, their current performance, and what's happening in the market.

Top JM Financial Mutual Funds in 2025

Top JM Financial Mutual Funds in India (2025)

Here's the list of top JM Financial mutual funds across equity, debt, hybrid funds offered by JM Financial Asset Management Private Ltd.

Created by

@8260032 8260032

Showing 1 - 16 of 16 results

last updated at 8:00 AM IST

	NameMFs (16)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓AMCAMC↓	↓NAVNAV↓	↓Absolute Returns - 3MAbsolute Ret. - 3M↓	↓Absolute Returns - 1YAbsolute Ret. - 1Y↓	↓CAGR 3YCAGR 3Y↓	↓Expense RatioExpense Ratio↓	↓Exit LoadExit Load↓	↓VolatilityVolatility↓	↓Sharpe RatioSharpe Ratio↓
1.	JM Flexicap Fund JM Flexicap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	5,990.34 5,990.34	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	111.24 111.24	2.07 2.07	-5.97 -5.97	22.08 22.08	0.54 0.54	1.00 1.00	14.63 14.63	-0.61 -0.61
2.	JM Midcap Fund JM Midcap Fund	Mid Cap Fund Mid Cap Fund	Growth Growth	1,425.91 1,425.91	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	20.31 20.31	1.53 1.53	-0.37 -0.37	- -	0.52 0.52	1.00 1.00	17.38 17.38	-0.19 -0.19
3.	JM Liquid Fund JM Liquid Fund	Liquid Fund Liquid Fund	Growth Growth	1,373.53 1,373.53	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	73.48 73.48	1.44 1.44	6.68 6.68	7.01 7.01	0.16 0.16	0.01 0.01	0.10 0.10	3.23 3.23
4.	JM Value Fund JM Value Fund	Value Fund Value Fund	Growth Growth	1,001.16 1,001.16	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	109.23 109.23	1.81 1.81	-6.44 -6.44	23.42 23.42	0.98 0.98	1.00 1.00	16.05 16.05	-0.61 -0.61
5.	JM Aggressive Hybrid Fund JM Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	796.04 796.04	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	139.44 139.44	2.52 2.52	-1.37 -1.37	21.10 21.10	0.67 0.67	1.00 1.00	11.84 11.84	-0.40 -0.40
6.	JM Small Cap Fund JM Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	728.76 728.76	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	10.45 10.45	4.59 4.59	-3.26 -3.26	- -	0.60 0.60	1.00 1.00	21.04 21.04	-0.26 -0.26
7.	JM Large Cap Fund JM Large Cap Fund	Large Cap Fund Large Cap Fund	Growth Growth	485.03 485.03	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	179.94 179.94	5.04 5.04	0.67 0.67	16.40 16.40	0.81 0.81	1.00 1.00	13.84 13.84	-0.18 -0.18
8.	JM Arbitrage Fund JM Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	356.36 356.36	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	35.49 35.49	1.51 1.51	6.59 6.59	7.34 7.34	0.41 0.41	0.50 0.50	0.80 0.80	3.00 3.00
9.	JM Large & Mid Cap Fund JM Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	336.85 336.85	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	10.49 10.49	4.95 4.95	- -	- -	0.59 0.59	1.00 1.00	9.69 9.69	1.40 1.40
10.	JM Focused Fund JM Focused Fund	Focused Fund Focused Fund	Growth Growth	292.48 292.48	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	23.81 23.81	5.66 5.66	0.40 0.40	19.66 19.66	0.74 0.74	1.00 1.00	15.83 15.83	-0.14 -0.14
11.	JM ELSS Tax Saver Fund JM ELSS Tax Saver Fund	Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS)	Growth Growth	212.85 212.85	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	57.08 57.08	5.75 5.75	1.15 1.15	21.00 21.00	1.05 1.05	- -	15.36 15.36	-0.15 -0.15
12.	JM Low Duration Fund JM Low Duration Fund	Low Duration Fund Low Duration Fund	Growth Growth	177.15 177.15	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	39.02 39.02	1.58 1.58	7.85 7.85	7.56 7.56	0.35 0.35	- -	0.47 0.47	7.89 7.89
13.	JM Overnight Fund JM Overnight Fund	Overnight Fund Overnight Fund	Growth Growth	112.92 112.92	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	1,338.64 1,338.64	1.33 1.33	5.91 5.91	6.38 6.38	0.08 0.08	- -	0.02 0.02	-7.50 -7.50
14.	JM Short Duration Fund JM Short Duration Fund	Short Duration Fund Short Duration Fund	Growth Growth	84.67 84.67	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	12.61 12.61	1.47 1.47	8.43 8.43	7.81 7.81	0.38 0.38	- -	0.97 0.97	4.47 4.47
15.	JM Dynamic Bond Fund JM Dynamic Bond Fund	Dynamic Bond Fund Dynamic Bond Fund	Growth Growth	59.71 59.71	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	45.25 45.25	1.21 1.21	8.23 8.23	7.90 7.90	0.43 0.43	- -	2.13 2.13	1.94 1.94
16.	JM Medium to Long Duration Fund JM Medium to Long Duration Fund	Medium to Long Duration Fund Medium to Long Duration Fund	Growth Growth	31.02 31.02	JM Financial Asset Management Private Limited JM Financial Asset Management Private Limited	70.27 70.27	0.81 0.81	7.75 7.75	8.01 8.01	0.61 0.61	- -	2.17 2.17	1.70 1.70

Edit Filters

Analyse JM Financial Mutual Funds Further

Visit 'JM Financial Mutual Funds' Screener

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: JM Financial Asset Management Limited | AUM: Sorted from Highest to Lowest

What are JM Financial Mutual Funds?

JM Financial Mutual Funds are investment schemes that JM Financial Asset Management Limited manages. It's a well-known fund house in India. These funds work by collecting money from many investors and putting it into different types of investments—stocks, bonds, and a mix of both—based on what each fund is trying to achieve.

JM Financial Ltd. backs this asset management company (AMC), which started operations on June 9, 1994. Over the past three decades, JM Financial AMC's fund managers have worked to deliver returns that match what each fund promises, whether that's growing your capital, earning regular income, or protecting your wealth. The company has Mr Amitabh Mohanty as CEO and Mr Satish Ramanathan as Chief Investment Officer.

Key Information About JM Financial Asset Management Limited

Here are the key details about JM Financial Asset Management Limited-

Category	Details
Company Name	JM Financial Asset Management Ltd.
Incorporation Date	9th June 1994
AMC Setup Date	15th September 1994
Sponsor	JM Financial Ltd.
Trustee Company	JM Financial Trustee Company Pvt. Ltd.
Managing Director & CEO	Amitabh Mohanty
Chief Investment Officer (Equity)	Satish Ramanathan
Distributors Network	Over 28,584 distributors across India
Investor Service Centres	Numerous centres offering support across India
Assets Under Management (AUM)	₹13,802.92 cr as of 31st January 2025

Types of Funds Offered by JM Financial AMC Ltd

JM Equity Funds

JM Financial AMC manages these equity funds to help you grow your wealth over the long term. The fund managers invest your money in stocks from different sectors and companies of various sizes. As of January 2025, you can choose from 6 equity schemes. These include large-cap funds, mid-cap funds, and flexi-cap funds.

JM Debt Funds

JM Financial AMC invests your money primarily in fixed-income securities like bonds and government securities through these debt funds. The fund managers aim to give you a steady income while keeping your capital safe. You can select from 7 debt schemes. These range from liquid funds to long-duration bond funds..

JM Hybrid Funds

JM Financial AMC invests in both equity and debt instruments through these hybrid funds. This approach gives you both capital growth and regular income. You can pick from 2 hybrid schemes. These include the JM Aggressive Hybrid Fund and the JM ELSS Tax Saver Fund.

JM Passive Investment Solutions

JM Financial AMC designs these funds to copy the performance of specific market indices. This gives you a cost-effective and efficient way to invest. You have 2 passive schemes to choose from. These include a href="https://www.tickertape.in/mutualfunds/equity/index-fund">index funds and Fund of Funds (FoF).

JM Solution-Oriented Schemes

Tailored for specific financial goals, such as retirement planning or children's education, these schemes offer structured investment solutions. JM Financial AMC offers 1 solution-oriented scheme: the JM Retirement Fund.

Overview Top JM Financial Mutual Fund Schemes

JM Flexicap Fund

JM Flexicap Fund invests your money across large, mid, and small-cap stocks. This strategy helps you achieve long-term capital growth. The fund balances growth by spreading investments across various market segments. The manager adapts the asset allocation based on market conditions, which gives the fund flexibility.

JM Liquid Fund

JM Liquid Fund invests your money primarily in short-term debt instruments. The fund aims to give you liquidity and stable returns. JM Financial AMC designed this fund to preserve your capital while offering you higher returns than traditional savings accounts. The fund carries minimal risk because it invests for short periods.

JM Midcap Fund

JM Midcap Fund focuses on investing your money in mid-cap stocks that show high growth potential. The fund aims to capture growth opportunities within the mid-cap space. This gives you exposure to companies that could benefit from scaling in a growing economy.

JM Value Fund

JM Value Fund seeks to invest your money in undervalued stocks with strong fundamentals. These stocks have potential for long-term growth and profitability. The manager employs a value-investing strategy. This means the fund focuses on companies that trade below their intrinsic value in relation to their growth potential.

JM Aggressive Hybrid Fund

JM Aggressive Hybrid Fund combines equity and debt investments, with more money going into equities. This allocation helps you achieve capital appreciation. The fund seeks to generate superior returns through an aggressive approach. It blends the growth potential of equities with the stability of debt instruments.

How to Invest in JM Financial Mutual Funds?

Here’s how you can identify and invest in top JM Financial Mutual Funds with Tickertape Mutual Fund Screener -

Launch Tickertape Mutual Fund Screener.
Add a filter “AMC” and select “JM Financial Asset Management Private Ltd”.
Sort out the top JM Financial mutual funds based on over 50 fundamental and technical filters.
After identifying the JM Financial mutual funds, that align with your investment thesis, click on “Place Order” to invest the JM Financial mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in JM Financial mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top JM Financial Mutual Fund Managers

Satish Ramanathan

Satish Ramanathan serves as the Managing Director and Chief Investment Officer for Equity at JM Financial Asset Management. He manages several equity funds, including the JM Large Cap Fund, JM Flexicap Fund, and JM Midcap Fund.

Asit Bhandarkar

Asit Bhandarkar works as a Fund Manager at JM Financial and brings more than 15 years of experience from the financial sector. He previously worked at SBI Funds Management and Lotus India AMC. Asit now manages various equity schemes and helps grow JM Financial's portfolio.

Chaitanya Choksi

Chaitanya Choksi works as a Fund Manager at JM Financial and has over 17 years of industry experience. Before joining JM Financial, he worked at UTI Investment Advisory and IL & FS Investsmart. Chaitanya manages equity funds and creates value through well-planned investment strategies.

Gurvinder Singh Wasan

Gurvinder Singh Wasan brings deep experience in portfolio management to JM Financial. He looks after several schemes and helps the fund house balance growth with stable returns. His expertise helps manage funds for strong long-term performance.

Ruchi Fozdar

Ruchi Fozdar works as a Fund Manager at JM Financial and has extensive experience managing debt and hybrid funds. She works to deliver consistent returns by making careful investment decisions in fixed-income securities. Her approach balances risk and return across different asset classes.

Risks Associated with JM Financial Mutual Funds

Equity Volatility Risk

JM Financial's equity funds, such as the JM Large Cap and JM Midcap Funds, face stock price fluctuations. Various market factors influence these prices, including economic data, global events, and investor sentiment. This volatility can cause short-term losses, especially when markets decline.

Interest Rate Fluctuations

If you invest in JM Financial's debt or hybrid funds, you face risks from changing interest rates. When interest rates go up, existing bond values typically drop. This can lead to negative returns, especially for long-duration debt funds. The JM Liquid Fund tries to manage these risks by investing in short-term debt instruments. However, it still faces exposure to changing interest rate environments.

Credit Risk

JM Financial's debt schemes may invest in corporate bonds or other debt securities that carry default risk. If the company that issued the bond faces financial trouble or fails to meet its obligations, this could hurt the fund's performance. This risk applies to most fixed-income investment strategies.

Liquidity Risks in Certain Assets

JM Financial offers some liquid funds that give you quick access to your money. However, certain funds in the portfolio may hold securities that you cannot trade easily. This could make it hard to sell assets quickly without affecting their market value. This problem becomes worse when market liquidity is tight.

Managerial Risk

Fund managers heavily influence how a mutual fund performs. JM Financial uses experienced managers like Satish Ramanathan and Asit Bhandarkar to guide its investment strategies. However, changes in the management team or shifts in the investment approach could affect how the fund performs.

Download Now

Factors to Consider Before Investing in JM Financial Mutual Funds

Alignment with Investment Goals

JM Financial offers funds targeting different financial goals, from capital appreciation in equity funds to stable income in debt funds. It's important to ensure that the fund you choose aligns with your specific objectives, whether it's growing wealth over the long term or preserving capital in the short term.

Investment Strategy and Fund Type

JM Financial offers many different funds, and each one follows its own investment strategy. Their equity funds focus on stock market growth. Their debt funds go after stable returns. Their hybrid funds balance risk with income. You should understand the investment strategy behind each fund. This helps you figure out which one matches your risk profile and financial objectives.

Market Conditions and Economic Outlook

Broader market conditions affect how any mutual fund performs. For example, JM Financial's equity funds tend to do well when markets are rising. They may struggle during bear markets or when economic uncertainty is high. You can track economic indicators, interest rate movements, and market sentiment. This helps you determine the best time to invest.

Tax Considerations

Different JM Financial funds have different tax implications. Equity funds generally attract long-term capital gains tax after one year. The government taxes debt funds based on how long you hold them. Understanding the tax impact of your investment helps you avoid surprises when you file your returns.

Expense Ratio and Cost of Investment

Each fund charges an expense ratio. This represents the fees you pay for fund management. A lower expense ratio can help you maximise returns over time. However, you should also check whether the fund's management fees make sense given its performance and strategy. JM Financial's expense ratios differ across its funds, so you need to compare them before investing.

Fund's Historical Performance

A fund's past performance doesn't guarantee future results. However, it shows you how well the fund has handled various market conditions. You can review how JM Financial's funds performed across different market cycles. This gives you a clearer picture of what you might expect in the future.

Documents Required to Invest in JM Financial Mutual Fund

Here are a few documents you may require to invest in JM Financial Mutual Funds:

Know Your Customer (KYC) Compliance
Common Application Form
Proof of Identity (PoI)
Proof of Address (PoA)
Proof of Bank Account
Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate

Note: For the latest details, please visit JM Financial's official AMC website.

Conclusion

The variety of mutual funds offered by JM Financial provides multiple avenues for investors looking to diversify their portfolios. Whether focused on growth through equities or stability through debt, each fund operates under a clear investment strategy. As with any investment, it is important for investors to review the details and assess alignment with their financial situation before committing. Investors can utilise tools like the Tickertape Mutual Fund Screener to sort through JM Financial’s mutual funds and apply 50+ filters to compare and analyse them!

Popular Stock Collections

Popular Mutual Fund Collections

Frequently Asked Questions on JM Financial Mutual Funds

How to start a JM Financial mutual fund SIP online?
Here’s how you can start a SIP in JM Financial Mutual Funds,
1. Launch Tickertape Mutual Fund Screener.
2. Select the JM Financial Mutual Funds that aligns with your investment goals.
3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.
How to calculate JM Financial mutual fund returns?
Here’s how you can calculate returns on your JM Financial mutual fund investement -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the JM Financial mutual fund’s performance.
Does JM Financial offer tax-free mutual fund schemes?
JM Financial offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.

Disclaimer: You can check the latest information about JM Financial ELSS funds on Tickertape Mutual Fund Screener.
How do I cancel/stop JM Financial mutual fund SIP?
To cancel JM Financial mutual fund SIP, please refer to the official website.

Disclaimer: Please do your own research or consult your financial advisor before making financial decision.
How to withdraw money from JM Financial mutual funds?
Here’s how to withdraw/redeem from JM Financial mutual fund on Tickertape Mutual Fund Screener -
1. Step 1 - Select the JM Financial mutual fund you want to redeem
2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
4. Step 4 - Find the JM Financial mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
5. Step 5 - Tap on the mutual fund name to open its details page.
6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
8. Step 8 - Confirm your bank account details.
9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.
What are the redemption charges of the JM Financial mutual funds?
JM Financial mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.
Which are the top-performing JM Financial mutual funds?
Here are the top JM Financial mutual funds based on their 5Y CAGR:
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.
How to increase the SIP amount in JM Financial mutual funds?
You can do it from your broker account or from JM Financial mutual fund official website.
How to choose the best JM Financial mutual funds before investing?
Here’s how to choose the best JM Financial mutual fund for investing -
1. Assess your risk tolerance.
2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
3. Compare the expense ratio.
4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
5. Understand tax implications as equity and debt funds are taxed differently.
6. Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.