JM Financial Mutual Fund Mutual Fund – NAV, Returns, Top Schemes

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List of Top JM Financial Mutual Fund

About JM Financial Mutual Fund

JM Financial Mutual Fund is managed by JM Financial Asset Management Limited, which is part of the JM Financial Group. The fund house has been operating in India's asset management industry since 1994 and offers investment options across equity, debt, hybrid, arbitrage and liquidity-oriented categories. Its schemes cater to investors with different financial goals, investment horizons and risk profiles.

JM Financial Asset Management Limited manages the mutual fund's investment operations. Its registered office is located at One International Center, Prabhadevi, Mumbai. The mutual fund is registered with the Securities and Exchange Board of India (SEBI), while JM Financial Trustee Company Private Limited acts as its trustee.

The AMC follows a research-based investment approach, with investment decisions guided by factors such as long-term growth potential, capital preservation and liquidity management, depending on the scheme's objective. As of March 31, 2026, its assets under management (AUM) stood at approximately Rs 12,000.03 crore.

Scheme Categories

JM Financial Mutual Fund offers schemes across several asset classes. Its equity offerings include JM Large Cap Fund, JM Flexicap Fund, JM Midcap Fund, JM Small Cap Fund, JM Value Fund, JM Large & Midcap Fund and JM Focused Fund.

For investors seeking tax benefits under Section 80C of the Income-tax Act, 1961, subject to the applicable tax regime and conditions, the AMC offers JM ELSS Tax Saver Fund. Its hybrid and arbitrage offerings include JM Aggressive Hybrid Fund and JM Arbitrage Fund.

Debt-oriented schemes include JM Liquid Fund, JM Overnight Fund, JM Low Duration Fund, JM Short Duration Fund, JM Dynamic Bond Fund and JM Medium to Long Duration Fund. These schemes cater to different needs, including liquidity management and income generation, with varying levels of interest-rate and credit risk depending on their portfolios.

How to Invest in JM Financial Mutual Funds through Motilal Oswal?

You can invest in JM FinancialMutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. The JM Financial Mutual Fund investment process is simple and can be completed online.

Log in to the Motilal Oswal platform.
Go to the Mutual Funds section and search for JM Financial Mutual Fund.
Browse the available JM Financial Mutual Fund schemes and review the relevant scheme details.
Select the JM Financial Mutual Fund scheme you want to invest in.
Choose SIP or lumpsum investment, based on the applicable scheme requirements.
Enter the investment amount and complete the payment process.

The applicable minimum investment amount and other scheme-specific requirements may vary across JM Financial Mutual Fund schemes. Review the respective scheme page on Motilal Oswal for the latest details before investing.

Why Invest in JM Financial Mutual Funds Through Motilal Oswal?

Motilal Oswal provides access to mutual fund schemes from multiple AMCs through a single platform. Investors can browse JM Financial Mutual Fund schemes, review relevant scheme information and invest through available SIP or lumpsum options, subject to the applicable scheme requirements.

JM Financial Mutual Fund FAQs

How can I invest in JM Financial Mutual Fund through Motilal Oswal?

You can invest in JM Financial Mutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. Log in to the Motilal Oswal platform, go to the Mutual Funds section, search for JM Financial Mutual Fund, select a scheme, and choose SIP or lumpsum investment based on the applicable scheme requirements.

What is the minimum investment amount for JM Financial Mutual Fund?

The minimum investment amount for JM Financial Mutual Fund varies across schemes and may differ for SIP and lumpsum investments. Investors should check the individual scheme page for the latest minimum investment requirement.

How can I redeem JM Financial Mutual Fund investments?

You can redeem eligible JM Financial Mutual Fund investments through Motilal Oswal, subject to the applicable scheme terms. Select the relevant investment, initiate the redemption request and follow the instructions to complete the process. Applicable exit loads and other scheme-specific conditions should be checked before placing a redemption request.

What are the exit load charges for JM Financial Mutual Fund schemes?

Exit load charges for JM Financial Mutual Fund schemes vary depending on the scheme and the period for which the investment is held. Investors should check the respective scheme's exit load before investing or redeeming their units.

How are returns from JM Financial Mutual Fund calculated?

Returns from JM Financial Mutual Fund schemes depend on the scheme's NAV movement and the investment period. For investments held for more than one year, returns are generally expressed as CAGR, while absolute returns may be used for shorter periods. Investors can use the Motilal Oswal Mutual Fund Returns Calculator to estimate returns based on the investment amount and duration.

What should I consider before investing in JM Financial Mutual Fund schemes?

Before investing in JM Financial Mutual Fund schemes, consider the scheme's investment objective, investment horizon, risk level, asset allocation, portfolio, expense ratio, exit load and historical performance. The suitability of a scheme depends on an investor's individual financial goals and risk profile. Mutual fund investments are subject to market risks, so investors should read the scheme-related documents carefully before investing.

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The information provided here is for informational purposes only and does not constitute financial advice..