Latest JM Financial Mutual Fund
JM Financial Mutual Fund offers a wide spectrum of investment schemes designed to meet diverse financial goals and risk appetites. With a total of 112 active schemes, the fund house covers major categories such as Equity, Debt, Hybrid, providing suitable options for both conservative and aggressive investors. Currently, JM Flexicap Fund Direct Plan-Growth holds the highest Assets Under Management (AUM) at ₹5,957.00 Cr, reflecting strong investor trust and popularity. In terms of performance, JM ELSS Tax Saver Fund Direct Plan-Growth delivers the best short-term return of 9.25% (6 Months), while JM Flexicap Fund Direct Plan-Growth stands out in the mid-term horizon with 24.31% (5 Years) returns. For investors with a long-term outlook, JM Flexicap Fund Direct Plan-Growth remains a top performer, offering 18.39% returns (10 Years) — making it an attractive option for sustained wealth creation. The average expense ratio across all schemes stands at 0.96%, ensuring efficient cost management for investors.
FAQs
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What is the objective of JM Financial Mutual Fund?
The primary objective of JM Financial Mutual Fund is to help investors achieve their financial goals through professionally managed investment schemes. By offering a diverse range of funds across categories like Equity, Debt, Hybrid, JM Financial Mutual Fund aims to balance risk and reward, ensuring long-term capital growth and wealth creation. -
How many mutual fund schemes does JM Financial Mutual Fund offer?
JM Financial Mutual Fund currently manages 112 active schemes across various categories, including equity, debt, hybrid, and index funds. This variety enables investors to choose schemes based on their investment horizon and risk appetite. -
Which JM Financial Mutual Fund scheme has the highest AUM?
As of the latest data, JM Flexicap Fund Direct Plan-Growth holds the highest Assets Under Management (AUM) at ₹5,957.00 Cr, reflecting strong investor confidence. -
Which are the best JM Financial Mutual Fund schemes for short-term investment (up to 1 Year)?
The best-performing JM Financial Mutual Fund short-term funds are:- JM ELSS Tax Saver Fund Direct Plan-Growth has delivered 5.25% (3 Months) returns.
- JM ELSS Tax Saver Fund Direct Plan-Growth has achieved 9.25% (6 Months) returns.
- JM Dynamic Bond Fund Direct-Growth has recorded 8.38% (1 Year) returns.
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Which are the best JM Financial Mutual Fund schemes for mid-term investment (2 to 5 Years)?
The top-performing JM Financial Mutual Fund mid-term funds include:- JM Midcap Fund Direct - Growth has delivered 22.36% (2 Years) returns.
- JM Value Fund Direct Plan-Growth has achieved 23.60% (3 Years) returns.
- JM Flexicap Fund Direct Plan-Growth has recorded 24.31% (5 Years) returns.
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Which are the best JM Financial Mutual Fund schemes for long-term investment (7 to 20 Years)?
The best JM Financial Mutual Fund long-term funds based on performance are:- JM Flexicap Fund Direct Plan-Growth has delivered 20.04% (7 Years) returns.
- JM Flexicap Fund Direct Plan-Growth has achieved 18.39% (10 Years) returns.
- JM ELSS Tax Saver Fund-Growth has recorded 13.42% (15 Years) returns.
- JM Value Fund-Growth has posted 10.95% (20 Years) returns.
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Which JM Financial Mutual Fund has the highest and lowest expense ratio?
Among all active schemes:- JM Large Cap Fund-Growth has the highest expense ratio of 2.39%.
- JM Overnight Fund Direct - Growth has the lowest expense ratio of 0.08%.

