One of the first privately operated mutual funds, JM Financial Mutual Fund, began operations in 1993-94. It is a subsidiary of the older JM Financial Group, a longstanding Indian financial services company. On January 30, 1986, JM Share & Stock Brokers (JMSSB) was founded. It predated JM Financial Asset Management Ltd., JM Financial Mutual Funds' AMC. JM Financial also has strategic partnerships with Seabury and Fairassets Technologies India Pvt. Ltd. JM Financial Ltd. has always focused on smart financial advice and strong quarterly returns on its whole portfolio of funds through risk management. In August 2024, they managed Rs. 11,282 Crore across 74 projects. They offer debt, equity, ELSS, liquid, and fixed asset mutual funds. JM Financial Ltd. will continue to lead the Indian financial services business with its highly skilled fund managers and industry knowledge.
How to Invest in JM Financial Mutual Fund on Swaraj Finpro.
Investing in JM Financial Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred JM Financial Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The JM Financial Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The JM Flexicap Fund (Regular) Fund has given 31.00% annualized returns in the past three years and 27.99% in the last 5 years and 18.81% in the last 10 years. The JM Flexicap Fund (Regular) Fund comes under the Equity category of JM Financial Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in JM Flexicap Fund (Regular) via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme aims to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.
Fund Performance: The JM Value Fund (Regular) Fund has given 31.69% annualized returns in the past three years and 29.43% in the last 5 years and 19.35% in the last 10 years. The JM Value Fund (Regular) Fund comes under the Equity category of JM Financial Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in JM Value Fund (Regular) via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme aims to provide capital appreciation through judicious deployment of the corpus in sectors categorized under basic industry in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material.
Scheme Manager: Satish Ramanathan, Asit Bhandarkar, Gurvinder Singh Wasan.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 832.81
1 Y Return (%)
: 60.48
Risko-Meter : Very High
Fund Performance: The JM Midcap Fund (Regular) Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The JM Midcap Fund (Regular) Fund comes under the Equity category of JM Financial Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in JM Midcap Fund (Regular) via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Fund Performance: The JM ELSS Tax Saver Fund (Regular) Fund has given 24.61% annualized returns in the past three years and 25.28% in the last 5 years and 17.58% in the last 10 years. The JM ELSS Tax Saver Fund (Regular) Fund comes under the Equity category of JM Financial Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in JM ELSS Tax Saver Fund (Regular) via lump sum is ₹ 500 and via SIP is ₹ 500.
Scheme Objective: The scheme aims at achieving long term growth of capital along with income tax relief for investment .At least 80% of the funds will be invested in equity instruments.
Scheme Manager: Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 161.25
1 Y Return (%)
: 52.75
Risko-Meter : Very High
Fund Performance: The JM Aggressive Hybrid Fund (Regular) Fund has given 25.46% annualized returns in the past three years and 26.78% in the last 5 years and 13.66% in the last 10 years. The JM Aggressive Hybrid Fund (Regular) Fund comes under the Equity category of JM Financial Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in JM Aggressive Hybrid Fund (Regular) via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
Scheme Manager: Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan.
JM Financial Mutual Fund
