JM Financial Mutual Fund
Rank #32AMFI Registered Mutual Fund
Official Total AUM
₹15.7k Cr
AMFI Disclosed
Schemes Managed
18
Active Portfolios
Inception Date
1994-09-14
Founding Year
Key Managers
4
Tracked Professionals
📍 Office: One International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
📞 Phone: 022-33797777 / 1800-103-8345
🌐 Website: www.JMFinancialmf.com
Key People & Fund Managers (4)
Ruchi Fozdar
🎓 Ms. Ruchi is a graduate in science and PGDBM in finance
Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund
Satish Ramanathan
🎓 Mr. Ramanathan holds a B.Tech degree and has done MBA and CFA.
Prior to joining JM Mutual Fund, he has worked with Sundaram BNP Paribas AMC and has an extensive experience in the asset management business with stints in Research division of Sundaram AMC and managing funds for Franklin Templeton. He has also worked with ICICI Securities for 4 years, with Birla Merlin & Dewoo Finance for 1 year, with ICRA Ltd. for 2 years and for 1 year with Tata Economic Consultancy Services.
Deepak Gupta
🎓 C.A, M.Com from Mumbai University
Prior to Joining the JM AMC, he has worked with SBI Pension Funds Private Limited, Reliance Nippon Life Insurance and Access Asset Managers Private Limited
Asit Bhandarkar
🎓 Mr. Bhandarkar is a B.Com (H) and MMS.
Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.
All Mutual Fund Schemes (18)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| JM Flexi Cap Fund | Equity Schemes - Flexi Cap Fund | ₹5.0k Cr | ₹99.57 | -0.53% | +13.41% | +14.16% | |
| JM Liquid Fund | Income/Debt Oriented Schemes - Liquid Fund | ₹2.5k Cr | ₹44.09 | +6.31% | +6.78% | +6.20% | |
| JM Liquid Fund | Income/Debt Oriented Schemes - Liquid Fund | ₹2.5k Cr | ₹76.67 | +6.30% | +6.77% | +6.21% | |
| JM Mid Cap Fund | Equity Schemes - Mid Cap Fund | ₹1.2k Cr | ₹21.33 | +7.60% | +17.62% | — | |
| JM Value Fund | Equity Schemes - Value Fund | ₹808 Cr | ₹96.72 | -2.87% | +11.28% | +13.79% | |
| JM Small Cap Fund | Equity Schemes - Small Cap Fund | ₹703.1 Cr | ₹11.71 | +14.17% | — | — | |
| JM Aggressive Hybrid Fund | Hybrid Schemes - Aggressive Hybrid Fund | ₹696 Cr | ₹120.44 | -1.80% | +11.34% | +11.61% | |
| JM Large & Mid Cap Fund | Equity Schemes - Large & Mid Cap Fund | ₹419.2 Cr | ₹10.64 | +1.90% | — | — | |
| JM Large Cap Fund | Equity Schemes - Large Cap Fund | ₹417.9 Cr | ₹151.37 | -2.99% | +8.93% | +9.24% | |
| JM Arbitrage Fund | Hybrid Schemes - Arbitrage Fund | ₹367.3 Cr | ₹34.79 | +5.61% | +6.27% | +5.67% | |
| JM Focused Fund | Equity Schemes - Focused Fund | ₹278.3 Cr | ₹20.23 | -0.02% | +10.96% | +11.84% | |
| JM Ultra Short to Short Term Fund | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹222.2 Cr | ₹39.76 | +5.72% | +6.79% | +6.00% | |
| JM ELSS - Tax Saver Fund | Equity Schemes - ELSS- Tax Saver Fund | ₹221 Cr | ₹52.63 | +6.19% | +15.26% | +13.13% | |
| JM Overnight Fund | Income/Debt Oriented Schemes - Overnight Fund | ₹143 Cr | ₹1390.39 | +5.03% | +5.88% | +5.57% | |
| JM Short Term Fund | Income/Debt Oriented Schemes - Short Term Fund | ₹81.7 Cr | ₹12.73 | +4.51% | +6.32% | — | |
| JM Dynamic Term Fund | Income/Debt Oriented Schemes - Dynamic Term Fund | ₹53.2 Cr | ₹43.27 | +3.34% | +6.25% | +5.53% | |
| JM Medium to Long Term Fund | Income/Debt Oriented Schemes - Medium to Long Term Fund | ₹29.5 Cr | ₹64.30 | +2.86% | +6.01% | +4.76% | |
| JM Multi Asset Allocation Fund | Hybrid Schemes - Multi Asset Allocation Fund | — | ₹10.31 | — | — | — |
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
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