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JM FINANCIAL

Total Funds
122
Average Rating
1.84
Avg Expense Ratio
0.958%

📊 Quick Summary Of This Page

JM FINANCIAL is a leading asset management company managing diversified mutual fund schemes across equity, debt and hybrid categories. Explore its fund lineup, portfolio strategies and investment positioning across markets.
Fund Categories
Aggressive
21
Arbitrage
20
Large Cap
12
Dynamic Bond
10
Liquid
9
Medium to Long Duration
6
Short Duration
4
Mid Cap
4
Small Cap
4
Large & Mid Cap
4
Value
4
Multi Asset Allocation
4
Focused
4
Flexi Cap
4
ELSS
4
Low Duration
4
Overnight
4
Top Companies Held Across AMC
Company Funds Weight
TREPS 17 477.04%
ICICI Bank LTD 7 80.82%
LARSEN AND TOUBRO LTD 9 67.02%
636% GOI 16 FEB 2031 5 66.40%
HDFC BANK LTD 9 60.04%
BHARTI AIRTEL LTD 7 59.40%
RELIANCE INDUSTRIES LTD 6 48.67%
694% GOI 11 MAY 2036 4 44.08%
BAJAJ FINANCE LTD 8 43.11%
STATE BANK OF INDIA 5 35.29%
ETERNAL LTD 8 34.99%
IDFC FIRST BANK LTD 6 28.64%
NET RECEIVABLE PAYABLE 17 25.91%
AXIS BANK LTD 5 25.87%
MARUTI SUZUKI INDIA LTD 6 25.02%
TITAN CO LTD 4 24.53%
UJJIVAN SMALL FINANCE BANK LTD 4 22.89%
KOTAK MAHINDRA BANK LTD 5 22.81%
MAHINDRA AND MAHINDRA LTD 6 20.77%
ONE 97 COMMUNICATIONS LTD 8 20.59%
Fund Managers
Manager Funds Managed
Mr. Asit Bhandarkar 57
Mr. Deepak Gupta 28
Mr. Killol Pandya 24
Mr. Jayant Dhoot 13
All Funds
Fund Category Rating Expense
JM Multi Asset Allocation Fund - Direct Plan Multi Asset Allocation 5.00 0.37%
JM Multi Asset Allocation Fund - Direct Plan Multi Asset Allocation 5.00 0.37%
JM Multi Asset Allocation Fund Multi Asset Allocation 5.00 1.82%
JM Multi Asset Allocation Fund Multi Asset Allocation 5.00 1.82%
JM Medium to Long Term Fund - Dividend Medium to Long Duration 3.00 0.91%
JM Medium to Long Term Fund - Growth Medium to Long Duration 3.00 0.91%
JM Medium to Long Term Fund Medium to Long Duration 3.00 0.91%
JM ELSS Tax Saver Fund - Direct Plan ELSS 3.00 0.93%
JM ELSS Tax Saver Fund - Direct Plan ELSS 3.00 0.93%
JM Medium to Long Term Fund - Direct Plan Medium to Long Duration 3.00 0.50%
JM Medium to Long Term Fund - Direct Plan Medium to Long Duration 3.00 0.50%
JM Medium to Long Term Fund - Direct Plan Medium to Long Duration 3.00 0.50%
JM Dynamic Bond Fund - Direct Plan Dynamic Bond 3.00 0.36%
JM Dynamic Bond Fund - Direct Plan Dynamic Bond 3.00 0.36%
JM Dynamic Bond Fund Dynamic Bond 3.00 0.83%
JM Dynamic Bond Fund - Direct Plan Dynamic Bond 3.00 0.36%
JM Dynamic Bond Fund Dynamic Bond 3.00 0.83%
JM Dynamic Bond Fund - Direct Plan Dynamic Bond 3.00 0.36%
JM Dynamic Bond Fund Dynamic Bond 3.00 0.83%
JM Dynamic Bond Fund - Direct Plan Dynamic Bond 3.00 0.36%
JM Short Term Fund Short Duration 3.00 0.94%
JM Short Term Fund Short Duration 3.00 0.94%
JM Short Term Fund - Direct Plan Short Duration 3.00 0.33%
JM Short Term Fund - Direct Plan Short Duration 3.00 0.33%
JM ELSS Tax Saver Fund ELSS 3.00 2.10%
JM ELSS Tax Saver Fund ELSS 3.00 2.10%
JM Dynamic Bond Fund Dynamic Bond 3.00 0.83%
JM Dynamic Bond Fund Dynamic Bond 3.00 0.83%
JM Large Cap Fund Large Cap 2.10 2.10%
JM Large Cap Fund Large Cap 2.10 2.10%
JM Large Cap Fund Large Cap 2.10 2.10%
JM Large Cap Fund Large Cap 2.10 2.10%
JM Large & Mid Cap Fund Large & Mid Cap 2.10 2.10%
JM Large & Mid Cap Fund Large & Mid Cap 2.10 2.10%
JM Focused Fund Focused 2.10 2.10%
JM Focused Fund Focused 2.10 2.10%
JM Large Cap Fund Large Cap 2.10 2.10%
JM Large Cap Fund Large Cap 2.10 2.10%
JM Aggressive Hybrid Fund Aggressive 2.04 2.04%
JM Aggressive Hybrid Fund Aggressive 2.04 2.04%
JM Aggressive Hybrid Fund Aggressive 2.04 2.04%
JM Aggressive Hybrid Fund - Dividend Aggressive 2.04 2.04%
JM Aggressive Hybrid Fund Aggressive 2.04 2.04%
JM Aggressive Hybrid Fund Aggressive 2.04 2.04%
JM Aggressive Hybrid Fund Aggressive 2.04 2.04%
JM Aggressive Hybrid Fund Aggressive 2.04 2.04%
JM Aggressive Hybrid Fund - Dividend Aggressive 2.04 2.04%
JM Aggressive Hybrid Fund Aggressive 2.04 2.04%
JM Liquid Fund - Regular Plan Liquid 2.00 0.22%
JM Liquid Fund - Regular Plan Liquid 2.00 0.00%
JM Liquid Fund - Regular Plan Bonus Liquid 2.00 0.00%
JM Liquid Fund - Super Institutional Plan Liquid 2.00 0.00%
JM Low Duration Fund Low Duration 2.00 0.76%
JM Liquid Fund - Direct Plan Liquid 2.00 0.14%
JM Liquid Fund - Direct Plan Liquid 2.00 0.14%
JM Liquid Fund - Direct Plan Liquid 2.00 0.14%
JM Liquid Fund - Direct Plan Liquid 2.00 0.14%
JM Low Duration Fund - Direct Plan Low Duration 2.00 0.34%
JM Low Duration Fund Low Duration 2.00 0.76%
JM Low Duration Fund - Direct Plan Low Duration 2.00 0.34%
JM Value Fund Value 2.00 2.00%
JM Value Fund Value 2.00 2.00%
JM Liquid Fund - Regular Plan Liquid 2.00 0.22%
JM Small Cap Fund Small Cap 1.97 1.97%
JM Small Cap Fund Small Cap 1.97 1.97%
JM Midcap Fund Mid Cap 1.85 1.85%
JM Midcap Fund Mid Cap 1.85 1.85%
JM Flexicap Fund Flexi Cap 1.60 1.60%
JM Flexicap Fund Flexi Cap 1.60 1.60%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Aggressive Hybrid Fund - Direct Plan Aggressive 1.00 0.74%
JM Aggressive Hybrid Fund - Direct Plan Aggressive 1.00 0.74%
JM Value Fund - Direct Plan Value 1.00 1.00%
JM Value Fund - Direct Plan Value 1.00 1.00%
JM Focused Fund - Direct Plan Focused 1.00 0.72%
JM Focused Fund - Direct Plan Focused 1.00 0.72%
JM Large Cap Fund - Direct Plan Large Cap 1.00 0.82%
JM Large Cap Fund - Direct Plan Large Cap 1.00 0.82%
JM Flexicap Fund - Direct Plan Flexi Cap 1.00 0.55%
JM Flexicap Fund - Direct Plan Flexi Cap 1.00 0.55%
JM Arbitrage Fund Arbitrage 1.00 0.91%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Arbitrage Fund Arbitrage 1.00 0.91%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Arbitrage Fund Arbitrage 1.00 0.91%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Arbitrage Fund Arbitrage 1.00 0.91%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Arbitrage Fund Arbitrage 1.00 0.91%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Arbitrage Fund Arbitrage 1.00 0.91%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Arbitrage Fund Arbitrage 1.00 0.91%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Arbitrage Fund Arbitrage 1.00 0.91%
JM Arbitrage Fund - Direct Plan Arbitrage 1.00 0.35%
JM Overnight Fund Overnight 1.00 0.13%
JM Overnight Fund Overnight 1.00 0.13%
JM Overnight Fund - Direct Plan Overnight 1.00 0.07%
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Frequently Asked Questions

JM FINANCIAL is an Asset Management Company (AMC) that manages mutual fund schemes and investor assets across equity, debt and hybrid categories.

JM FINANCIAL manages mutual funds, makes investment decisions, and oversees portfolio performance for different schemes.

JM FINANCIAL manages multiple mutual fund schemes across different categories including equity, debt, hybrid and index funds.

Mutual fund investments are market-linked and carry risk. The reputation of JM FINANCIAL is one of several factors to consider before investing.

AUM (Assets Under Management) of JM FINANCIAL represents the total market value of all assets managed across its mutual fund schemes.

JM FINANCIAL offers equity funds, debt funds, hybrid funds, index funds and thematic mutual fund schemes.

Yes, investors can invest directly in JM FINANCIAL mutual fund schemes through AMC platforms, apps or distributors.

Fund managers at JM FINANCIAL select stocks based on financial performance, valuation, growth potential and sector analysis.

Yes, most mutual fund schemes managed by JM FINANCIAL support SIP (Systematic Investment Plan) investments.

Performance of JM FINANCIAL funds is measured using returns, consistency, risk-adjusted returns and benchmark comparison.

Yes, you can compare all mutual fund schemes managed by JM FINANCIAL based on returns, holdings, risk and portfolio structure.

Yes, depending on the scheme objective, JM FINANCIAL invests across large cap, mid cap and small cap companies.
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