Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
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+Returns (0%)
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-₹—
You make
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JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
12
Total AUM
₹ 3,655.96 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category