JM Financial Mutual Fund is amongst the 1st mutual fund providers in India. With over 30 years of experience, JM Financial Funds is serving a great number of customers in the mutual fund market. It has experience in trading, research, investment banking, institutional equity funds, broking, private and companies and individual wealth management, NBFC, commodity brokering, and other financial services. JM Financial mutual funds offer a great number of mutual fund options in the market. Find the details of the funds given below.
JM Financial Equity Funds
Equity funds offer long-term capital appreciation by letting you invest in a minimum of 65% of the fund amount in equity and equity funds securities. It makes the investor a partner in every equity-related security in the fund portfolio. It involves a high level of risk but significantly the returns are high.
- JM Balanced Fund
This plan was introduced on April 1st, 1995. It allows you to Invest in equity and equity-related securities and fixed income funds like money market securities and debt offer long-term capital appreciation and regular income. It involves medium risk.
- JM Basic Fund
JM Basic Fund was introduced on June 2nd, 1997. Under this scheme, you can invest in equity and equity-related funds for long-term capital growth in the Indian economy. It has a high risk level.
- JM Crore 11 Fund
This scheme was introduced on 5th March in the year 2008. Under this scheme, there is an intense portfolio of equity and equity-related securities. It has a high risk level.
- JM Equity Fund
It was launched on 1st April 1995 in the market. A majority of investments are in equity and equity-related funds for long-term capital growth. It has a high risk level.
- JM Multi Strategy Fund
JM Multi Strategy fund was launched on 23rd September in the year 2008. It allows you choose a combination of strategies and invest in equity and equity-related investment for long-term capital growth. It has a high risk level.
- JM Tax Gain Fund
This scheme was launched on 31st March 2008. It allows you to invest in equity and equity-related funds for long-term capital growth. It also offers tax deduction feature under Sec. 80C of the Income Tax Act. It has high risk.
JM Financial Arbitrage Fund
These types of funds offered by JM Financial mutual funds generate income via arbitrage investment opportunities that emerge out of differential costing between the cash and the derivatives market. They also give return through the deployment of additional cash under fixed income instruments.
- JM Financial Arbitrage Advantage Fund
It was launched on 18th July 2006. It provides income via arbitrage by investing majorly in equity stocks and acquiring good positions in funds marketplace. It generates fixed and permanent, medium-term income, which involves a high risk.
JM Financial Debt Funds
The positive point of investing in Debt fund is that it these funds offer regular and stable income to investors. Investing in fixed-income funds, such as corporate debentures, bonds, government securities, and money market investment options are very good option. These schemes are less risky than equity funds and hardly get affected due to market fluctuations.
- JM Fixed Maturity Fund Series XXV Plan A
It offers a regular fixed income after a short-term. These schemes allow you to invest in money market and debt instruments. It has a low risk level.
- JM Income Fund
It was launched on 1st April 1995. This type of fund offers a regular income under a medium or long-term duration schemes through investments in debt instruments and money market. It offers low risk.
- JM G-Sec Fund
JM G-Sec Fund was launched on 29th September 1999. These mutual fund schemes offer a regular and fixed income over a medium or long-term by investing in securities provided by the Central and State governments. It has a low risk.
- JM MIP Fund
It was launched on 18th September 2003. It provides a regular income and capital growth over a medium or long-term. It allows you to invest in money market securities and debt instruments with a certain percentage in equity and equity-related securities. It involves medium risk.
- JM Floater Long Term Fund
It allows you to invest in money market and floating rate debt investment options, fixed rate money or debt market, swapped for fixed rate money or debt market and floating rate returns.
- JM Money Manager Fund
It was launched on 27th September 2006. This scheme offers regular and stable income over a short duration via investments in money market securities and debt instruments. It involves low risk.
- JM Short Term Fund
It was launched on 18th June 2002. It provides income through major investments in money market and debt securities. These types of funds involve high risk.
JM Liquid Funds
The major benefit offered by this fund is the ease of liquidity, the safety of moderate return and capital. Investing in short-term investment instrument like treasury bills, commercial paper, inter-bank call money and certificates of deposit etc. ensures safety, without affecting the high returns.
- JM Floater Short Term Fund
It was launched on 25th June in the year 2003. You can invest in both floating rate money market and debt instruments or fixed rate money market or debt investment options swapped typically for floating rate return. It is advised to invest in fixed rate debt or money market instruments with high liquidity and short-term duration. It has high risk.
- JM High Liquidity Fund
It was introduced on 31st December 1997. It allows you to invest in both money market and debt securities with up to 91 days of maturity.
Why invest in JM Financial Mutual Funds?
- It is rated CRISIL AAAmfs.
- Average revenue growth is 4.4% to Rs. 2,644 million during the first quarter of the financial year 2015.
- A range of funds, based on how soon the investors would like to see their returns.
- Investment options for investors with different risk levels.
- Equity investments in well-known organizations with AA and AAA ratings