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JM Financial Mutual Funds

JM Financial Mutual Funds

About This AMC

JM Financial Mutual Fund was established on June 09, 1994 as a Trust sponsored by JM Financial Limited. It was in September 1994 when JM Financial Asset Management Limited, got a green signal from SEBI to commence its mutual fund business and operations as JM Financial Mutual Fund.

This company is a subsidiary of the well-respected JM Financial Group, known for its long history within India's financial services industry. Currently, Mr. Amitabh Mohanty is the Managing Director & CEO of JM Financial Mutual Fund. 

Mr. Satish Ramanathan is the CIO (Chief Investment Officer) of JM Financial Mutual Fund.

JM Financial Mutual Fund offers 16 schemes across different categories and has an AUM of ₹5,841 crore.

As of April 2024

Schemes

16

AUM

₹6,922 Cr

AUM growth

₹1,080 Cr

Fund managers

6

Explore JM Financial Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
JM Flexicap Fund Direct Growth
JM Flexicap Fund Direct Growth

Flexi Cap Very High Risk

₹2,107 Cr0.48%68.4%31.9%
JM Value Fund Direct Growth
JM Value Fund Direct Growth

Value Very High Risk

₹665 Cr1.02%68.1%31.2%
JM Equity Hybrid Fund Direct Growth
JM Equity Hybrid Fund Direct Growth

Aggressive Allocation Very High Risk

₹262 Cr0.6%60.4%25.5%
JM Focused Fund Direct Growth
JM Focused Fund Direct Growth

Focused Fund Very High Risk

₹97 Cr0.92%55.6%25.5%
JM Tax Gain Fund Direct Growth
JM Tax Gain Fund Direct Growth

ELSS (Tax Savings) Very High Risk

₹141 Cr1.13%51.9%25.3%
JM Large Cap Fund Direct Growth
JM Large Cap Fund Direct Growth

Large-Cap Very High Risk

₹144 Cr1.01%47.5%22.5%
JM Arbitrage Fund Direct Growth
JM Arbitrage Fund Direct Growth

Arbitrage Fund Low Risk

₹139 Cr0.37%8.0%5.9%
JM Liquid Fund Direct Growth
JM Liquid Fund Direct Growth

Liquid Low to Moderate Risk

₹2,232 Cr0.16%7.3%5.7%
JM Low Duration Fund Direct Growth
JM Low Duration Fund Direct Growth

Low Duration Low to Moderate Risk

₹262 Cr0.38%7.3%5.6%
JM Dynamic Bond Fund Direct Growth
JM Dynamic Bond Fund Direct Growth

Dynamic Bond Moderate Risk

₹40 Cr0.52%6.0%5.4%
View all JM Financial Mutual Funds

Top JM Financial Fund Managers

SR

Satish Ramanathan

₹3,299 Cr

AUM

4

Schemes

GW

Gurvinder Wasan

₹6,922 Cr

AUM

14

Schemes

₹3,166 Cr

AUM

6

Schemes

₹2,204 Cr

AUM

6

Schemes

NK

Naghma Khoja

₹3,057 Cr

AUM

6

Schemes

₹1,265 Cr

AUM

6

Schemes

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All about JM Financial Mutual Funds

Key Information

Mutual Fund NameJM Financial Mutual Fund
Asset Management Company NameJM Financial Asset Management Limited
AMC Setup DateSeptember 15, 1994
AMC Incorporation DateJune 09, 1994
Sponsor NameJM Financial Limited
Name Of Trustees

Dr. Anup Pravin Shah - Independent Director

Mr. P. Krishnamurthy - Independent Director

Mr. Prashant Choksi - Associate Director

Ms. Dipti Neelakantan - Associate Director

Ms. Madhu Dubhashi - Independent Director

CIOMr. Satish Ramanathan
MD And CEOMr. Amitabh Mohanty
Compliance OfficerMr. Diana Dsa
Investor Service OfficerMs. Harish Kukreja
Updated As OfApril 2024