JM Financial
JM Financial Mutual Fund Schemes Overview
| Sr. No. | Fund Name | 1 Y | Launch | Age | Expense | AUM |
| % | % | Rs Cr. | ||||
| 1 | JM ELSS Tax Saver Fund | 5.71 | 2013-01-01 | 13Y 3M | 1.01 | 196 |
| 2 | JM Flexicap Fund | 0.67 | 2013-01-01 | 13Y 3M | 0.68 | 4,504 |
| 3 | JM Focused Fund | 4.57 | 2013-01-01 | 13Y 3M | 0.84 | 248 |
| 4 | JM Large Cap Fund | 6.01 | 2013-01-01 | 13Y 3M | 0.93 | 390 |
| 5 | JM Large & Mid Cap Fund | — | 2025-07-25 | 0Y 8M | 0.67 | 370 |
| 6 | JM Midcap Fund | 8.01 | 2022-11-21 | 3Y 4M | 0.75 | 1,020 |
| 7 | JM Small Cap Fund | 3.89 | 2024-06-18 | 1Y 9M | 0.79 | 560 |
| 8 | JM Value Fund | 1.86 | 2013-01-01 | 13Y 3M | 1.25 | 721 |
| 9 | JM Aggressive Hybrid Fund | 2.51 | 2013-01-01 | 13Y 3M | 0.87 | 652 |
| 10 | JM Arbitrage Fund | 6.29 | 2013-01-01 | 13Y 3M | 0.41 | 353 |
| Debt Fund Name | 1 Y | Launch | Age | Expense | AUM | |
| % | % | Rs Cr. | ||||
| 11 | JM Dynamic Bond Fund | 3.30 | 2013-01-01 | 13Y 3M | 0.43 | 54 |
| 12 | JM Liquid Fund | 6.27 | 2013-01-01 | 13Y 3M | 0.16 | 2,567 |
| 13 | JM Low Duration Fund | 6.63 | 2013-01-01 | 13Y 3M | 0.38 | 212 |
| 14 | JM Medium to Long Duration Fund | 3.30 | 2013-01-01 | 13Y 3M | 0.60 | 30 |
| 15 | JM Overnight Fund | 5.30 | 2019-12-03 | 6Y 4M | 0.08 | 53 |
| 16 | JM Short Duration Fund | 5.80 | 2022-08-29 | 3Y 7M | 0.38 | 85 |
JM Mutual Fund Analysis (Sahifund View)
JM Financial Asset Management Limited JM Mutual Fund is a long-standing Indian asset management company offering equity, debt and hybrid mutual fund schemes. Backed by the JM Financial Group JM Financial brand, the AMC has built a niche presence among investors looking for actively managed equity funds, tax-saving schemes and income-oriented debt products.
With over a decade of operating history in many schemes, JM Mutual Fund offers products across flexicap, large cap, midcap, small cap, value investing, arbitrage and hybrid categories. This makes it suitable for investors seeking diversified exposure through a single AMC.
The fund house has meaningful presence in flagship categories such as Flexicap Fund, Midcap Fund and Liquid Fund. Its tax-saving ELSS fund and Arbitrage Fund also appeal to investors seeking tax efficiency and low-risk parking avenues.
Why Investors Consider JM Mutual Fund
- Established AMC with long operating history
- Wide range of equity, debt and hybrid products
- Strong options in flexicap, midcap and liquid categories
- Suitable for SIP, lumpsum and tax-saving investors
- Useful for conservative as well as growth-oriented portfolios
Key Product Strength Areas
- Core Equity: Flexicap Fund, Large Cap Fund, Large & Mid Cap Fund
- Growth Allocation: Midcap Fund, Small Cap Fund
- Value Investing: Value Fund
- Tax Saving: ELSS Tax Saver Fund
- Low Risk Parking: Arbitrage Fund, Liquid Fund, Overnight Fund
- Balanced Allocation: Aggressive Hybrid Fund
Who Should Consider JM Mutual Fund?
JM Mutual Fund may suit:
- Investors seeking a mid-sized established AMC
- SIP investors wanting diversified active equity exposure
- Taxpayers looking for ELSS investment options
- Conservative investors needing liquid or arbitrage funds
- Investors wanting midcap and value-oriented strategies
Chanakya View
JM Financial Asset Management Limited JM Mutual Fund may not be among the largest AMCs by AUM, but it offers a credible mix of equity and debt products with long track records. Investors looking beyond top-tier AMCs can evaluate JM Mutual Fund for selective SIPs, tax planning and diversified portfolio allocation.
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JM Financial Mutual Fund Schemes, JM Financial Fund
JM Financial Mutual Fund – Equity, Debt Scheme
