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JM Financial Mutual Fund
- Total Funds 33
- Average annual returns 3.28%
About JM Financial Mutual Fund
More
-
Launched in
15-Sep-1994
-
AMC Age
30 Years
-
Website
www.jmfinancialmf.com -
Email Address
investor@jmfl.com
Top Performing JM Financial Mutual Fund in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 764.18 | - | -3.95% | -9.04% | -8.84% | -10.96% | - | 10.97% | 26.37% | 18.93% | 22.16% | 11.55% | Invest | |
| 764.18 | - | -3.94% | -9.04% | -8.83% | -10.96% | - | 10.97% | 26.37% | 18.93% | 22.16% | 11.55% | Invest | |
| 764.18 | - | -3.95% | -9.04% | -8.84% | -10.96% | - | 10.97% | 26.37% | 18.93% | 22.16% | 11.55% | Invest | |
| 764.18 | - | -3.95% | -9.04% | -8.84% | -10.96% | - | 10.97% | 26.37% | 18.93% | 22.16% | 11.55% | Invest | |
| 43.51 | - | 0.71% | 1.25% | 2.14% | 4.18% | - | 8.64% | 7.51% | 6.35% | 5.83% | 6.81% | Invest | |
| 43.51 | - | 0.71% | 1.25% | 2.14% | 4.18% | - | 8.64% | 7.51% | 6.36% | 5.83% | 6.73% | Invest | |
| - | 11 years | 0.14% | 0.54% | 1.77% | 3.68% | - | 7.51% | 7.12% | 7.24% | 7.81% | - | Invest | |
| 1320.48 | 2 years | 1.44% | -4.47% | -17.29% | -18.4% | - | 7.32% | 27.69% | - | - | - | Invest | |
| 26.21 | 29 years | 0.44% | 0.5% | 1.57% | 3.23% | - | 7.3% | 7.74% | 5.74% | 5.04% | 3.83% | Invest | |
| 27.41 | - | 0.44% | 0.5% | 1.57% | 3.23% | - | 7.3% | 7.74% | 5.74% | 5.04% | 3.83% | Invest | |
| 228.84 | 18 years | 0.13% | 0.5% | 1.6% | 3.46% | - | 7.24% | 7.07% | 6.22% | 9.28% | 6.25% | Invest | |
| 229.81 | - | 0.13% | 0.5% | 1.6% | 3.46% | - | 7.24% | 7.07% | 6.22% | 9.27% | 6.25% | Invest | |
| 43.74 | 21 years | 0.36% | 0.38% | 1.37% | 3.1% | - | 7.21% | 7.46% | 6.33% | 5.71% | 6.65% | Invest | |
| 3220.67 | 20 years | 0.12% | 0.5% | 1.68% | 3.44% | - | 7.16% | 7.14% | 6.55% | 5.31% | 6.27% | Invest | |
| 2939.39 | - | 0.12% | 0.5% | 1.68% | 3.44% | - | 7.15% | 7.14% | 6.56% | 5.31% | 6.27% | Invest | |
| 3220.67 | 27 years | 0.12% | 0.5% | 1.68% | 3.44% | - | 7.15% | 7.14% | 6.56% | 5.31% | 6.27% | Invest | |
| - | 11 years | 0.23% | 0.63% | 1.83% | 3.79% | - | 7.14% | 6.93% | 7.43% | 7.86% | - | Invest | |
| 117.22 | 2 years | 0.17% | 0.4% | 1.42% | 3.21% | - | 6.96% | 6.8% | - | - | - | Invest | |
| 194.55 | - | 0.16% | 0.59% | 1.67% | 3.27% | - | 6.94% | 6.91% | 6% | 4.62% | 5.38% | Invest | |
| 194.55 | - | 0.16% | 0.59% | 1.67% | 3.27% | - | 6.94% | 6.91% | 6% | 4.62% | 5.4% | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Mar-2025 | Feb-2025 | Jan-2025 | Dec-2024 | Nov-2024 | Oct-2024 | Sep-2024 | Aug-2024 | Jul-2024 | Jun-2024 | May-2024 | Apr-2024 |
|---|
| Fund Name | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 |
|---|
| Fund Name | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 764.18 | Very High |
-2.68%
|
-3.07%
|
18.44%
|
22.48%
|
22.27%
|
16.33%
|
16.08%
|
Invest | |
| 764.18 | Very High |
-2.68%
|
-3.07%
|
18.44%
|
22.48%
|
22.27%
|
16.33%
|
16.08%
|
Invest | |
| 764.18 | Very High |
-2.68%
|
-3.07%
|
18.44%
|
22.48%
|
22.27%
|
16.33%
|
16.08%
|
Invest | |
| 764.18 | Very High |
-2.68%
|
-3.07%
|
18.44%
|
22.48%
|
22.27%
|
16.33%
|
16.08%
|
Invest | |
| 43.51 | Low to Moderate |
0.59%
|
4.98%
|
6.17%
|
6.32%
|
5.67%
|
5.96%
|
6%
|
Invest | |
| 43.51 | Low to Moderate |
0.59%
|
4.98%
|
6.17%
|
6.32%
|
5.67%
|
5.94%
|
6.23%
|
Invest | |
|
-
|
-
|
-
|
-
|
-
|
1.78%
|
3.56%
|
Invest | |||
| 1320.48 | Very High |
-13.16%
|
-22.96%
|
9.86%
|
-
|
-
|
-
|
14.78%
|
Invest | |
| 26.21 | Moderate |
1.68%
|
7.45%
|
7.49%
|
7.22%
|
5.62%
|
4.23%
|
4.67%
|
Invest | |
| 27.41 | Moderate |
1.68%
|
7.46%
|
7.49%
|
7.22%
|
5.62%
|
4.23%
|
4.67%
|
Invest | |
| 228.84 | Low to Moderate |
1.6%
|
6.97%
|
7.03%
|
6.84%
|
6.42%
|
6.16%
|
6.63%
|
Invest | |
| 229.81 | Low to Moderate |
1.6%
|
6.98%
|
7.03%
|
6.84%
|
6.42%
|
6.16%
|
6.28%
|
Invest | |
| 43.74 | Moderate |
1.45%
|
7.07%
|
7.26%
|
7.04%
|
6.1%
|
6.15%
|
6.71%
|
Invest | |
| 3220.67 | Low to Moderate |
1.65%
|
6.99%
|
7.11%
|
7%
|
6.17%
|
5.9%
|
6.56%
|
Invest | |
| 2939.39 | Low to Moderate |
1.65%
|
6.99%
|
7.11%
|
7%
|
6.17%
|
5.91%
|
6.56%
|
Invest | |
| 3220.67 | Low to Moderate |
1.65%
|
6.99%
|
7.11%
|
7%
|
6.17%
|
5.91%
|
6.56%
|
Invest | |
|
-
|
-
|
-
|
-
|
-
|
1.76%
|
2.52%
|
Invest | |||
| 117.22 | Moderate |
1.49%
|
6.77%
|
6.74%
|
-
|
-
|
-
|
6.64%
|
Invest | |
| 194.55 | Low |
0.81%
|
4.61%
|
5.85%
|
6.06%
|
5.39%
|
4.95%
|
4.97%
|
Invest | |
| 194.55 | Low |
0.81%
|
4.61%
|
5.85%
|
6.07%
|
5.39%
|
4.95%
|
4.97%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
11.083%
|
9.487%
|
0.977%
|
1.356%
|
Invest | |
| Very High |
11.083%
|
9.487%
|
0.977%
|
1.356%
|
Invest | |
| Very High |
11.083%
|
9.487%
|
0.977%
|
1.356%
|
Invest | |
| Very High |
11.083%
|
9.487%
|
0.977%
|
1.356%
|
Invest | |
| Low to Moderate |
1.435%
|
-
|
0.479%
|
-
|
Invest | |
| Low to Moderate |
1.435%
|
-
|
0.479%
|
-
|
Invest | |
|
-
|
-
|
-
|
-
|
Invest | ||
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Moderate |
2.341%
|
-
|
1.048%
|
-
|
Invest | |
| Moderate |
2.341%
|
-
|
1.048%
|
-
|
Invest | |
| Low to Moderate |
0.51%
|
-
|
3.703%
|
-
|
Invest | |
| Low to Moderate |
0.51%
|
-
|
3.7%
|
-
|
Invest | |
| Moderate |
1.442%
|
-
|
0.502%
|
-
|
Invest | |
| Low to Moderate |
0.343%
|
-
|
0.929%
|
0.295%
|
Invest | |
| Low to Moderate |
0.34%
|
-
|
0.916%
|
0.397%
|
Invest | |
| Low to Moderate |
0.34%
|
-
|
0.918%
|
0.394%
|
Invest | |
|
-
|
-
|
-
|
-
|
Invest | ||
| Moderate |
-
|
-
|
-
|
-
|
Invest | |
| Low |
0.585%
|
-
|
-
|
-
|
Invest | |
| Low |
0.585%
|
-
|
-
|
-
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹500
|
₹1000
|
2.35%
|
Asit Bhandarkar
|
24-Nov 2014
|
Invest | |
|
₹500
|
₹1000
|
2.35%
|
Asit Bhandarkar
|
30-Jun 2014
|
Invest | |
|
₹500
|
₹1000
|
2.35%
|
Asit Bhandarkar
|
24-Nov 2014
|
Invest | |
|
₹500
|
₹1000
|
2.35%
|
Asit Bhandarkar
|
01-Aug 2014
|
Invest | |
|
₹500
|
₹1000
|
0.97%
|
Gurvinder Singh Wasan
|
24-Nov 2014
|
Invest | |
|
₹500
|
₹1000
|
0.97%
|
Gurvinder Singh Wasan
|
18-Mar 2013
|
Invest | |
|
₹0
|
₹1000
|
-
|
-
|
04-Mar 2014
|
Invest | |
|
₹100
|
₹1000
|
2.09%
|
Satish Ramanathan
|
21-Nov 2022
|
Invest | |
|
₹100
|
₹1000
|
1.07%
|
Gurvinder Singh Wasan
|
07-Apr 1995
|
Invest | |
|
₹500
|
₹1000
|
1.06%
|
Gurvinder Singh Wasan
|
18-Mar 2002
|
Invest | |
|
₹100
|
₹1000
|
0.73%
|
Gurvinder Singh Wasan
|
28-Sep 2006
|
Invest | |
|
₹500
|
₹1000
|
0.71%
|
Gurvinder Singh Wasan
|
27-Sep 2006
|
Invest | |
|
₹100
|
₹1000
|
0.97%
|
Gurvinder Singh Wasan
|
25-Jun 2003
|
Invest | |
|
₹500
|
₹1000
|
0.26%
|
Gurvinder Singh Wasan
|
19-May 2004
|
Invest | |
|
₹500
|
₹1000
|
0.26%
|
Gurvinder Singh Wasan
|
31-Dec 1997
|
Invest | |
|
₹100
|
₹1000
|
0.26%
|
-
|
31-Dec 1997
|
Invest | |
|
₹0
|
₹1000
|
-
|
-
|
04-Mar 2014
|
Invest | |
|
₹100
|
₹1000
|
1.09%
|
Gurvinder Singh Wasan
|
29-Aug 2022
|
Invest | |
|
₹500
|
₹1000
|
1.07%
|
Asit Bhandarkar
|
01-Aug 2014
|
Invest | |
|
₹500
|
₹1000
|
1.07%
|
Asit Bhandarkar
|
24-Nov 2014
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
116.1562
(27-01-2025)
|
()
|
-1.86%
|
134.164
|
30.832
|
Invest | |
|
116.158
(27-01-2025)
|
()
|
-1.86%
|
134.164
|
30.832
|
Invest | |
|
116.1562
(27-01-2025)
|
()
|
-1.86%
|
134.164
|
30.832
|
Invest | |
|
116.1562
(27-01-2025)
|
()
|
-1.86%
|
134.164
|
30.832
|
Invest | |
|
40.4031
(27-01-2025)
|
()
|
0.31%
|
40.403
|
20.721
|
Invest | |
|
40.0725
(27-01-2025)
|
()
|
0.31%
|
40.073
|
17.978
|
Invest | |
|
()
|
()
|
0%
|
16.247
|
7.963
|
Invest | |
|
16.4398
(11-03-2025)
|
16.4225
(10-03-2025)
|
0.11%
|
20.861
|
9.554
|
Invest | |
|
60.1406
(11-03-2025)
|
60.0918
(10-03-2025)
|
0.08%
|
60.1406
|
28.049
|
Invest | |
|
24.6053
(11-03-2025)
|
24.5853
(10-03-2025)
|
0.08%
|
24.6053
|
11.475
|
Invest | |
|
36.1045
(11-03-2025)
|
36.0919
(10-03-2025)
|
0.03%
|
36.1045
|
12.838
|
Invest | |
|
21.752
(11-03-2025)
|
21.7445
(10-03-2025)
|
0.03%
|
21.752
|
10.042
|
Invest | |
|
40.1805
(11-03-2025)
|
40.1354
(10-03-2025)
|
0.11%
|
40.1805
|
14.36
|
Invest | |
|
40.1125
(11-03-2025)
|
40.1063
(10-03-2025)
|
0.02%
|
40.1125
|
14.267
|
Invest | |
|
22.3434
(11-03-2025)
|
22.3399
(10-03-2025)
|
0.02%
|
22.3434
|
7.963
|
Invest | |
|
()
|
()
|
0%
|
69.7786
|
24.869
|
Invest | |
|
()
|
()
|
0%
|
15.9
|
10.042
|
Invest | |
|
11.6663
(11-03-2025)
|
11.6624
(10-03-2025)
|
0.03%
|
11.6663
|
10
|
Invest | |
|
32.106
(27-01-2025)
|
()
|
0.04%
|
32.106
|
18.842
|
Invest | |
|
32.1609
(27-01-2025)
|
()
|
0.04%
|
32.161
|
18.842
|
Invest |
JM Financial Mutual Fund Return Calculator
What you would like to Calculate?
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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3Y Returns 6.15%
Frequently Asked Questions
Can I invest for a very short-term duration in JM Financial Mutual Fund?
Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. JM Financial Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.
What are the different JM Financial mutual funds available?
Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.
What is the advantage of investing in amc Funds?
The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.
Are all SIPs in JM Financial Funds online tax-free?
No, all SIPs in JM Financial MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., JM Financial Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.
How to analyse the performance of JM Financial Mutual Fund?
To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.
Why do I need a financial adviser?
It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.
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