JM Financial Mutual Fund
With a vision towards financial well-being, JM Financial Mutual Funds stands as your dedicated companion on the road to financial prosperity.
History of JM Financial Mutual Fund
JM Financial Mutual Funds: Rooted in the heritage of JM Financial Group (founded 1973), they launched in 1994 with 3 funds. Rapid growth saw diverse offerings, including sectoral, thematic, and hybrid funds. A 2006 joint venture split led to international expansion and innovative offerings like the JM Digital India Fund. Today, they manage over ₹42,000 crore and are known for performance, research, and investor education.
Vision
JM Financial Mutual Fund envisions becoming a trusted partner in wealth creation by delivering consistent value and fostering financial well-being for investors.
Mission
JM Financial Mutual Fund is committed to delivering consistent value to investors through prudent investment strategies and superior fund management practices
Top 3 Performing JM Financial Mutual Funds by Category
Equity:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (₹ Cr.) |
|---|---|---|---|
| JM Value Fund | 55.68 | 29.71 | 405.56 |
| JM Midcap Fund | 55.13 | 42.21 | 693.28 |
| JM Flexicap Fund | 45.18 | 30.26 | 1,237.57 |
Debt:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (₹ Cr.) |
|---|---|---|---|
| JM Income Opportunities Fund | 7.40 | 7.45 | 60.00 |
| JM Corporate Bond Fund | 6.90 | 6.80 | 1,287.71 |
| JM Short Term Bond Fund | 6.30 | 6.41 | 567.92 |
Hybrid:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (₹ Cr.) |
|---|---|---|---|
| JM Arbitrage Fund | 6.74 | 4.59 | 6.24 |
| JM Equity Savings Fund | 33.96 | 21.19 | 135.67 |
Advantages of JM Financial Mutual Funds
- Expertise and Legacy: Investors in JM Financial Mutual Funds benefit from the deep-rooted expertise and legacy of the JM Financial Group. The fund house’s association with a renowned financial institution brings a wealth of experience, trust, and financial acumen.
- Innovative Investment Solutions: JM Financial Mutual Funds stands out for its commitment to innovation, offering a diverse range of investment solutions. Investors can access innovative and dynamic funds that align with their financial goals, adapting to the ever-changing market landscape.
- Customer-Centric Approach: With a focus on customer satisfaction, JM Financial Mutual Funds provides personalized services, user-friendly platforms, and educational resources. This customer-centric approach ensures that investors receive support and guidance at every stage of their investment journey.
- Consistent Fund Performance: JM Financial Mutual Funds has a track record of delivering consistent and competitive returns, showcasing the fund house’s ability to navigate various market conditions. Investors can rely on the fund’s performance as a testament to its commitment to delivering value over the long term
How to Invest in the JM Financial Mutual Fund Online?
To invest in JM Financial Mutual Fund from the comfort of your home, just follow these quick and easy steps:
- Log in to your Fincover account.
- Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
- Click on Mutual Funds under investments, enter a few details
- Select the best JM Financial Mutual Fund scheme as per your investment horizon and risk appetite.
- If you’re making a lump sum investment, click on the ‘Buy Now’ option.
- If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.