JM Financial Mutual Funds

JM Financial Mutual Funds

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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.

Best Jm Mutual Funds

Scheme Name Type Nav Return(%) 1Y Return(%) 3Y Return(%) 5Y Rating1 Rating
JM Multi Strategy Direct Plan-Growth Growth 32.67 24.25 12.78 20.59 5
5
JM Multi Strategy Direct Plan-Dividend Dividend 29.69 24.25 12.78 20.59 5
5
JM High Liquidity Fund Direct-Growth Growth 47.15 6.8 7.62 8.29 5
5
JM High Liquidity Fund Direct-Dividend Weekly Dividend 11.01 6.8 7.62 8.29 5
5
JM High Liquidity Fund Direct-Dividend Quarterly Dividend 26.77 6.8 7.62 8.29 5
5
JM High Liquidity Fund Direct-Dividend Daily Dividend 10.43 6.8 7.62 8.29 5
5
JM High Liquidity Fund Direct-Bonus 15.15 6.8 7.62 8.29 5
5
JM High Liquidity Fund -Unclaimed Redemption 47.15 7.96 8.64 0 5
5
JM High Liquidity Fund -Unclaimed Dividend Dividend 47.15 7.96 8.64 0 5
5
JM Floater Fund Long Term Plan Direct-Half Yearly Bonus 27.48 7.98 8.84 8.94 5
5
JM Floater Fund Long Term Plan Direct-Growth Growth 27.32 7.98 8.84 8.94 5
5
JM Floater Fund Long Term Plan Direct-Dividend Weekly Dividend 10.56 7.98 8.84 8.94 5
5
JM Floater Fund Long Term Plan Direct-Dividend Monthly Dividend 27.68 7.98 8.84 8.94 5
5
JM Floater Fund Long Term Plan Direct-Dividend Daily Dividend 10.01 7.98 8.84 8.94 5
5
JM Floater Fund Long Term Plan Direct-Dividend Dividend 27.46 7.98 8.84 8.94 5
5
JM Floater Fund Long Term Plan Direct-Bonus 27.21 7.98 8.84 8.94 5
5
JM Core 11 Direct Plan-Growth Growth 9.16 26.85 14.77 19.48 5
5
JM Core 11 Direct Plan-Dividend Dividend 8.98 26.85 14.77 19.48 5
5
JM Multi Strategy Fund-Growth Growth 30.82 23.13 11.09 19.2 4
4
JM Multi Strategy Fund-Dividend Dividend 28.67 23.13 11.09 19.2 4
4
JM Money Manager Regular Direct Plan-Growth Growth 24.56 6.58 8.41 8.76 4
4
JM Money Manager Regular Direct Plan-Dividend Weekly Dividend 10.62 6.58 8.41 8.76 4
4
JM Money Manager Regular Direct Plan-Dividend Fortnightly Dividend 10.28 6.58 8.41 8.76 4
4
JM Money Manager Regular Direct Plan-Dividend Daily Dividend 10.1 6.58 8.41 8.76 4
4
JM Money Manager Regular Direct Plan-Bonus 24.79 6.58 8.41 8.76 4
4
JM High Liquidity Fund-Growth Growth 46.96 6.72 7.54 8.21 4
4
JM High Liquidity Fund-Dividend Weekly Dividend 11.01 6.72 7.54 8.21 4
4
JM High Liquidity Fund-Dividend Quarterly Dividend 26.58 6.72 7.54 8.21 4
4
JM High Liquidity Fund-Daily Dividend Dividend 10.43 6.72 7.54 8.21 4
4
JM High Liquidity Fund-Bonus 15.04 6.72 7.54 8.21 4
4
JM Floater Fund Long Term Plan-Half Yearly Bonus 26.8 7.42 8.2 8.35 4
4
JM Floater Fund Long Term Plan-Growth Growth 26.58 7.42 8.2 8.35 4
4
JM Floater Fund Long Term Plan-Dividend Weekly Dividend 10.55 7.42 8.2 8.35 4
4
JM Floater Fund Long Term Plan-Dividend Quarterly Dividend 26.67 7.42 8.2 8.35 4
4
JM Floater Fund Long Term Plan-Dividend Monthly Dividend 26.79 7.42 8.2 8.35 4
4
JM Floater Fund Long Term Plan-Dividend Daily Dividend 10.01 7.42 8.2 8.35 4
4
JM Floater Fund Long Term Plan-Bonus 26.6 7.42 8.2 8.35 4
4
JM Core 11 Fund-Growth Growth 8.63 25.71 13.06 18.07 4
4
JM Core 11 Fund-Dividend Dividend 8.63 25.71 13.06 18.07 4
4
JM Tax Gain Fund-Growth Growth 16.35 26.84 10.99 19.72 3
3
JM Tax Gain Fund-Dividend Dividend 16.35 26.84 10.99 19.72 3
3
JM Tax Gain Direct Plan-Growth Growth 17.45 28 12.79 21.28 3
3
JM Tax Gain Direct Plan-Dividend Dividend 17.02 28 12.79 21.28 3
3
JM Short Term-Dividend Fortnightly Dividend 10.55 5.76 6.98 7.77 3
3
JM Short Term Plan Direct -Dividend Fortnightly Dividend 10.59 6.03 7.27 8.05 3
3
JM Short Term Plan Direct - Growth Growth 24.51 6.03 7.27 8.05 3
3
JM Short Term Plan Direct - Dividend Daily Dividend 13.27 6.03 7.27 8.05 3
3
JM Short Term Plan - Growth Growth 24.19 5.76 6.98 7.77 3
3
JM Short Term Plan - Dividend Daily Dividend 12.88 5.76 6.98 7.77 3
3
JM Money Manager Super Plus Direct Plan-Growth Growth 24.64 6.61 7.92 8.41 3
3
JM Money Manager Super Plus Direct Plan-Dividend Weekly Dividend 10.66 6.61 7.92 8.41 3
3
JM Money Manager Super Plus Direct Plan-Dividend Fortnightly Dividend 10.37 6.61 7.92 8.41 3
3
JM Money Manager Super Plus Direct Plan-Dividend Daily Dividend 10.11 6.61 7.92 8.41 3
3
JM Money Manager Super Plus Direct Plan-Bonus 14.84 6.61 7.92 8.41 3
3
JM Money Manager Super Direct Plan-Growth Growth 24.72 6.77 7.68 8.31 3
3
JM Money Manager Super Direct Plan-Dividend Weekly Dividend 10.66 6.77 7.68 8.31 3
3
JM Money Manager Super Direct Plan-Dividend Fortnightly Dividend 10.34 6.77 7.68 8.31 3
3
JM Money Manager Super Direct Plan-Dividend Daily Dividend 10.05 6.77 7.68 8.31 3
3
JM Money Manager Super Direct Plan-Bonus 13.72 6.77 7.68 8.31 3
3
JM Money Manager Regular Plan-Growth Growth 24.09 6.05 7.86 8.35 3
3
JM Money Manager Regular Plan-Dividend Weekly Dividend 10.61 6.05 7.86 8.35 3
3
JM Money Manager Regular Plan-Dividend Fortnightly Dividend 10.25 6.05 7.86 8.35 3
3
JM Money Manager Regular Plan-Dividend Daily Dividend 10.08 6.05 7.86 8.35 3
3
JM Money Manager Regular Plan-Bonus 24.31 6.05 7.86 8.35 3
3
JM G-Sec Fund-Growth Growth 53.04 1 6.02 7.13 3
3
JM G-Sec Fund-Dividend Yearly Dividend 24.66 1 6.02 7.13 3
3
JM G-Sec Fund-Dividend Quarterly Dividend 24.24 1 6.02 7.13 3
3
JM G-Sec Fund-Dividend Monthly Dividend 24.66 1 6.02 7.13 3
3
JM G-Sec Fund-Dividend Half Yearly Dividend 24.59 1 6.02 7.13 3
3
JM G-Sec Fund-Bonus 25.8 1 6.02 7.13 3
3
JM G-Sec Direct Plan-Growth Growth 55 1.77 6.85 7.89 3
3
JM G-Sec Direct Plan-Dividend Yearly Dividend 25.69 1.77 6.85 7.89 3
3
JM G-Sec Direct Plan-Dividend Monthly Dividend 25.56 1.77 6.85 7.89 3
3
JM G-Sec Direct Plan-Dividend Half Yearly Dividend 25.69 1.77 6.85 7.89 3
3
JM G-Sec Direct Plan-Dividend Dividend 25.27 1.77 6.85 7.89 3
3
JM G-Sec Direct Plan-Bonus 28.18 1.77 6.85 7.89 3
3
JM Equity Direct Plan-Growth Growth 68.12 15.89 5.39 14.19 3
3
JM Equity Direct Plan-Dividend Yearly Dividend 28.15 15.89 5.39 14.19 3
3
JM Equity Direct Plan-Dividend Quarterly Dividend 28.15 15.89 5.39 14.19 3
3
JM Equity Direct Plan-Dividend Monthly Dividend 28.15 15.89 5.39 14.19 3
3
JM Equity Direct Plan-Dividend Half Yearly Dividend 27.95 15.89 5.39 14.19 3
3
JM Equity Direct Plan-Dividend Dividend 27.43 15.89 5.39 14.19 3
3
JM Arbitrage Advantage Fund Direct-Quarterly Bonus Value 23.56 5.67 6.8 7.77 3
3
JM Arbitrage Advantage Fund Direct-Growth Growth 23.51 5.67 6.8 7.77 3
3
JM Arbitrage Advantage Fund Direct-Dividend Yearly Dividend 10.7 5.67 6.8 7.77 3
3
JM Arbitrage Advantage Fund Direct-Dividend Quarterly Dividend 11.22 5.67 6.8 7.77 3
3
JM Arbitrage Advantage Fund Direct-Dividend Monthly Dividend 12.64 5.67 6.8 7.77 3
3
JM Arbitrage Advantage Fund Direct-Dividend Half Yearly Dividend 10.92 5.67 6.8 7.77 3
3
JM Arbitrage Advantage Fund Direct-Dividend Dividend 11.13 5.67 6.8 7.77 3
3
JM Arbitrage Advantage Fund Direct-Bonus Value 12.58 5.67 6.8 7.77 3
3
JM Arbitrage Advantage Fund Direct-Annual Bonus Value 12.08 5.67 6.8 7.77 3
3
JM Money Manager Super Plus Plan-Growth Growth 24.51 6.49 7.79 8.29 2
2
JM Money Manager Super Plus Plan-Dividend Weekly Dividend 10.64 6.49 7.79 8.29 2
2
JM Money Manager Super Plus Plan-Dividend Fortnightly Dividend 10.35 6.49 7.79 8.29 2
2
JM Money Manager Super Plus Plan-Dividend Daily Dividend 10.1 6.49 7.79 8.29 2
2
JM Money Manager Super Plus Plan-Bonus 14.76 6.49 7.79 8.29 2
2
JM Money Manager Super Plan-Growth Growth 24.44 6.53 7.4 8.07 2
2
JM Money Manager Super Plan-Dividend Weekly Dividend 10.64 6.53 7.4 8.07 2
2
JM Money Manager Super Plan-Dividend Fortnightly Dividend 10.32 6.53 7.4 8.07 2
2
JM Money Manager Super Plan-Dividend Daily Dividend 10.04 6.53 7.4 8.07 2
2
JM Money Manager Super Plan-Bonus 13.62 6.53 7.4 8.07 2
2
JM Income Fund Direct-Growth Growth 48.97 4.47 5.05 7.07 2
2
JM Income Fund Direct-Dividend Dividend 17.17 4.47 5.05 7.07 2
2
JM Income Fund Direct-Bonus 20.99 4.47 5.05 7.07 2
2
JM Equity-Growth Plan Growth 64.48 14.9 3.91 12.96 2
2
JM Equity-Dividend Yearly Dividend 26.96 14.9 3.91 12.96 2
2
JM Equity-Dividend Quarterly Dividend 18.51 14.9 3.91 12.96 2
2
JM Equity-Dividend Plan Dividend 26.25 14.9 3.91 12.96 2
2
JM Equity-Dividend Monthly Dividend 21.61 14.9 3.91 12.96 2
2
JM Equity-Dividend Half Yearly Dividend 11.7 14.9 3.91 12.96 2
2
JM Balanced Direct-Quarterly Bonus Growth 48.52 13.3 6.01 14.77 2
2
JM Balanced Direct-Half Yearly Bonus Growth 48.52 13.3 6.01 14.77 2
2
JM Balanced Direct-Growth Plan Growth 47.23 13.3 6.01 14.77 2
2
JM Balanced Direct-Dividend Yearly Dividend 33.86 13.3 6.01 14.77 2
2
JM Balanced Direct-Dividend Quarterly Dividend 15.17 13.3 6.01 14.77 2
2
JM Balanced Direct-Dividend Monthly Dividend 34.21 13.3 6.01 14.77 2
2
JM Balanced Direct-Dividend Half Yearly Dividend 34.22 13.3 6.01 14.77 2
2
JM Balanced Direct-Dividend Dividend 33.32 13.3 6.01 14.77 2
2
JM Balanced Direct-Bonus Plan Growth 48.52 13.3 6.01 14.77 2
2
JM Balanced Direct-Annual Bonus Growth 47.49 13.3 6.01 14.77 2
2
JM Arbitrage Advantage Fund-Quarterly Bonus Value 23.2 5.29 6.29 7.24 2
2
JM Arbitrage Advantage Fund-Half Yearly Bonus Value 23.2 5.29 6.29 7.24 2
2
JM Arbitrage Advantage Fund-Growth Growth 22.93 5.29 6.29 7.24 2
2
JM Arbitrage Advantage Fund-Dividend Yearly Dividend 12.27 5.29 6.29 7.24 2
2
JM Arbitrage Advantage Fund-Dividend Quarterly Dividend 10.4 5.29 6.29 7.24 2
2
JM Arbitrage Advantage Fund-Dividend Monthly Dividend 12.2 5.29 6.29 7.24 2
2
JM Arbitrage Advantage Fund-Dividend Half Yearly Dividend 10.25 5.29 6.29 7.24 2
2
JM Arbitrage Advantage Fund-Dividend Dividend 10.69 5.29 6.29 7.24 2
2
JM Arbitrage Advantage Fund-Bonus Value 12.46 5.29 6.29 7.24 2
2
JM Arbitrage Advantage Fund-Annual Bonus Value 23.16 5.29 6.29 7.24 2
2
JM Income Fund-Growth Growth 46.53 3.43 3.96 6 1
1
JM Income Fund-Dividend Quarterly Dividend 15.82 3.43 3.96 6 1
1
JM Income Fund-Bonus 19.04 3.43 3.96 6 1
1
JM Balanced-Quarterly Bonus Growth 46.24 13.28 5.25 13.69 1
1
JM Balanced-Half Yearly Bonus Growth 46.24 13.28 5.25 13.69 1
1
JM Balanced-Growth Plan Growth 45.03 13.28 5.25 13.69 1
1
JM Balanced-Dividend Yearly Dividend 32.97 13.28 5.25 13.69 1
1
JM Balanced-Dividend Quarterly Dividend 11.74 13.28 5.25 13.69 1
1
JM Balanced-Dividend Plan Dividend 12.59 13.28 5.25 13.69 1
1
JM Balanced-Dividend Monthly Dividend 32.7 13.28 5.25 13.69 1
1
JM Balanced-Dividend Half Yearly Dividend 32.96 13.28 5.25 13.69 1
1
JM Balanced-Bonus Plan Growth 46.24 13.28 5.25 13.69 1
1
JM Balanced-Annual Bonus Growth 46.24 13.28 5.25 13.69 1
1
JM Short Term Fund Regular-Growth Growth 33 5.76 6.84 7.58 0
0
JM Short Term Fund Regular-Dividend Fortnightly Dividend 11.61 5.76 6.84 7.58 0
0
JM Short Term Fund Regular-Dividend Daily Dividend 12.75 5.76 6.84 7.58 0
0
JM High Liquidity Super Institutional Plan-Growth Growth 27 6.71 7.54 8.2 0
0
JM Floater Fund Long Term Premium Plan-Growth Growth 25.74 7.44 8.26 8.42 0
0
JM Floater Fund Long Term Premium Plan-Dividend Fortnightly Dividend 10.37 7.44 8.26 8.42 0
0
JM Floater Fund Long Term Premium Plan-Dividend Daily Dividend 10.01 7.44 8.26 8.42 0
0
JM Basic Fund-Growth Growth 32.88 27.2 14.93 19.79 0
0
JM Basic Fund-Dividend Dividend 22.96 27.2 14.93 19.79 0
0
JM Basic Direct Plan-Growth Growth 34.8 28.13 16.64 21.16 0
0
JM Basic Direct Plan-Dividend Dividend 23.71 28.13 16.64 21.16 0
0

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