# JM Financial Mutual Fund — Profile, AUM, Fund Managers & Scheme Directory **Canonical URL:** https://mfcalc.getabundance.in/amc/jm-financial-mutual-fund **Official Legal Entity:** JM Financial Mutual Fund **Total Official AUM:** ₹15,719.04 Cr **Total Schemes Managed:** 18 **Inception / Launch Date:** 1994-09-14 **Industry AUM Rank:** #32 **Registered Office:** One International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013 **Contact Telephone:** 022-33797777 / 1800-103-8345 **Official Website:** http://www.JMFinancialmf.com ## Key Investment Personnel & Fund Managers (4) ### Ruchi Fozdar - **Education:** Ms. Ruchi is a graduate in science and PGDBM in finance - **Experience:** 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 - **Key Schemes Managed:** JM Arbitrage Fund Direct Growth, JM Aggressive Hybrid Fund Direct Growth, JM Value Fund Direct Plan Growth, JM Focused Direct Plan Growth, JM Large Cap Fund Direct Plan Growth (+12 more) ### Satish Ramanathan - **Education:** Mr. Ramanathan holds a B.Tech degree and has done MBA and CFA. - **Experience:** 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. - **Key Schemes Managed:** JM Arbitrage Fund Direct Growth, JM Aggressive Hybrid Fund Direct Growth, JM Value Fund Direct Plan Growth, JM Focused Direct Plan Growth, JM Large Cap Fund Direct Plan Growth (+4 more) ### Deepak Gupta - **Education:** C.A, M.Com from Mumbai University - **Experience:** 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 - **Key Schemes Managed:** JM Arbitrage Fund Direct Growth, JM Aggressive Hybrid Fund Direct Growth, JM Value Fund Direct Plan Growth, JM Focused Direct Plan Growth, JM Large Cap Fund Direct Plan Growth (+6 more) ### Asit Bhandarkar - **Education:** Mr. Bhandarkar is a B.Com (H) and MMS. - **Experience:** Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd. - **Key Schemes Managed:** JM Arbitrage Fund Direct Growth, JM Aggressive Hybrid Fund Direct Growth, JM Value Fund Direct Plan Growth, JM Focused Direct Plan Growth, JM Large Cap Fund Direct Plan Growth (+6 more) ## Mutual Fund Schemes Directory (18) | Scheme Name | Category | AUM (₹ Cr) | NAV (₹) | 1Y Return | 3Y Return | 5Y Return | Scheme Link | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | [JM Mid Cap Fund](https://mfcalc.getabundance.in/fund/150812) | Equity Schemes - Mid Cap Fund | ₹1,186.86 Cr | ₹21.33 | +7.60% | +17.62% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150812) | | [JM ELSS - Tax Saver Fund](https://mfcalc.getabundance.in/fund/107288) | Equity Schemes - ELSS- Tax Saver Fund | ₹220.95 Cr | ₹52.63 | +6.19% | +15.26% | +13.13% | [View Factsheet](https://mfcalc.getabundance.in/fund/107288) | | [JM Flexi Cap Fund](https://mfcalc.getabundance.in/fund/109522) | Equity Schemes - Flexi Cap Fund | ₹5,031.81 Cr | ₹99.57 | -0.53% | +13.41% | +14.16% | [View Factsheet](https://mfcalc.getabundance.in/fund/109522) | | [JM Aggressive Hybrid Fund](https://mfcalc.getabundance.in/fund/100221) | Hybrid Schemes - Aggressive Hybrid Fund | ₹696.04 Cr | ₹120.44 | -1.80% | +11.34% | +11.61% | [View Factsheet](https://mfcalc.getabundance.in/fund/100221) | | [JM Value Fund](https://mfcalc.getabundance.in/fund/100254) | Equity Schemes - Value Fund | ₹808.01 Cr | ₹96.72 | -2.87% | +11.28% | +13.79% | [View Factsheet](https://mfcalc.getabundance.in/fund/100254) | | [JM Focused Fund](https://mfcalc.getabundance.in/fund/107410) | Equity Schemes - Focused Fund | ₹278.27 Cr | ₹20.23 | -0.02% | +10.96% | +11.84% | [View Factsheet](https://mfcalc.getabundance.in/fund/107410) | | [JM Large Cap Fund](https://mfcalc.getabundance.in/fund/100219) | Equity Schemes - Large Cap Fund | ₹417.88 Cr | ₹151.37 | -2.99% | +8.93% | +9.24% | [View Factsheet](https://mfcalc.getabundance.in/fund/100219) | | [JM Ultra Short to Short Term Fund](https://mfcalc.getabundance.in/fund/143607) | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹222.24 Cr | ₹39.76 | +5.72% | +6.79% | +6.00% | [View Factsheet](https://mfcalc.getabundance.in/fund/143607) | | [JM Liquid Fund](https://mfcalc.getabundance.in/fund/100247) | Income/Debt Oriented Schemes - Liquid Fund | ₹2,530.03 Cr | ₹44.09 | +6.31% | +6.78% | +6.20% | [View Factsheet](https://mfcalc.getabundance.in/fund/100247) | | [JM Liquid Fund](https://mfcalc.getabundance.in/fund/100234) | Income/Debt Oriented Schemes - Liquid Fund | ₹2,530.03 Cr | ₹76.67 | +6.30% | +6.77% | +6.21% | [View Factsheet](https://mfcalc.getabundance.in/fund/100234) | | [JM Short Term Fund](https://mfcalc.getabundance.in/fund/150542) | Income/Debt Oriented Schemes - Short Term Fund | ₹81.7 Cr | ₹12.73 | +4.51% | +6.32% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150542) | | [JM Arbitrage Fund](https://mfcalc.getabundance.in/fund/103780) | Hybrid Schemes - Arbitrage Fund | ₹367.26 Cr | ₹34.79 | +5.61% | +6.27% | +5.67% | [View Factsheet](https://mfcalc.getabundance.in/fund/103780) | | [JM Dynamic Term Fund](https://mfcalc.getabundance.in/fund/101806) | Income/Debt Oriented Schemes - Dynamic Term Fund | ₹53.23 Cr | ₹43.27 | +3.34% | +6.25% | +5.53% | [View Factsheet](https://mfcalc.getabundance.in/fund/101806) | | [JM Medium to Long Term Fund](https://mfcalc.getabundance.in/fund/100223) | Income/Debt Oriented Schemes - Medium to Long Term Fund | ₹29.51 Cr | ₹64.30 | +2.86% | +6.01% | +4.76% | [View Factsheet](https://mfcalc.getabundance.in/fund/100223) | | [JM Overnight Fund](https://mfcalc.getabundance.in/fund/147836) | Income/Debt Oriented Schemes - Overnight Fund | ₹142.96 Cr | ₹1390.39 | +5.03% | +5.88% | +5.57% | [View Factsheet](https://mfcalc.getabundance.in/fund/147836) | | [JM Small Cap Fund](https://mfcalc.getabundance.in/fund/152612) | Equity Schemes - Small Cap Fund | ₹703.06 Cr | ₹11.71 | +14.17% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152612) | | [JM Large & Mid Cap Fund](https://mfcalc.getabundance.in/fund/153627) | Equity Schemes - Large & Mid Cap Fund | ₹419.2 Cr | ₹10.64 | +1.90% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153627) | | [JM Multi Asset Allocation Fund](https://mfcalc.getabundance.in/fund/154424) | Hybrid Schemes - Multi Asset Allocation Fund | — | ₹10.31 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154424) | --- ### Regulatory Disclosures & Distributor Attribution Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Historical returns are not indicative of future results. **Abundance Financial Services** (ARN-251838, AMFI Registered Mutual Fund Distributor) · **Atin Kumar Agrawal** (APRN04279, APMI Registered PMS Distributor).