JM Financial Mutual Fund
JM Financial Mutual Fund is the asset management arm of JM Financial Group, an established Indian financial services company with a history spanning investment banking, securities broking, lending, and wealth management. The AMC has been in operation since 1994 and is SEBI-registered. It offers equity, debt, hybrid, ETF, and arbitrage schemes. JM Financial's long track record in Indian capital markets and its integrated financial services presence provide institutional depth to its fund management and research operations.
Total AUM
₹15.21K Cr
as on 31-May-2026
AUM Change
- ₹1.05K Cr
Apr '26 → May '26
Total Funds
18
8 Equity · 7 Debt · 3 Hybrid
Fund Managers
11
Active portfolio managers
Best JM Financial Mutual Funds
AUM ₹730 Cr •
Expense 0.7%
AUM ₹1217 Cr •
Expense 0.6%
AUM ₹223 Cr •
Expense 0.9%
AUM ₹279 Cr •
Expense 0.7%
AUM ₹5069 Cr •
Expense 0.6%
AUM ₹420 Cr •
Expense 0.7%
AUM ₹416 Cr •
Expense 0.8%
AUM ₹805 Cr •
Expense 1%
Which JM Financial Funds are gaining or losing investor interest?
Net cash flow into JM Financial Mutual Fund schemes — for the month of May 2026.
Highest Inflow — May 2026
Fund | Net Flow |
|---|---|
 JM Overnight Fund | +₹220 Cr |
JM Small Cap Fund | +₹5 Cr |
JM Low Duration Fund | +₹3 Cr |
JM Arbitrage Fund | +₹2 Cr |
JM Tax Gain Fund | +₹0 Cr |
Highest Outflow — May 2026
Fund | Net Flow |
|---|---|
JM Liquid Fund | -₹702 Cr |
JM Flexicap Fund | -₹18 Cr |
JM Value Fund | -₹18 Cr |
JM Aggressive Hybrid Fund | -₹7 Cr |
JM Midcap Fund | -₹6 Cr |
Compare JM Financial Mutual Fund with other AMCs
AMC | AUM(in Cr) | AUM change (1M) | AUM Rank | Action |
|---|---|---|---|---|
 ICICI | ₹10.3L Cr | + ₹80.5K Cr | 1/51 | Invest |
 SBI | ₹9.1L Cr | + ₹85.2K Cr | 2/51 | Invest |
 HDFC | ₹9.2L Cr | + ₹82.9K Cr | 3/51 | Invest |
 Kotak | ₹5.8L Cr | + ₹53.8K Cr | 4/51 | Invest |
 Nippon | ₹5.2L Cr | + ₹62.3K Cr | 5/51 | Invest |
 Aditya Birla Sun Life | ₹4.2L Cr | + ₹36.3K Cr | 6/51 | Invest |
 Axis | ₹3.7L Cr | + ₹52.6K Cr | 7/51 | Invest |
 UTI | ₹2.6L Cr | + ₹34K Cr | 8/51 | Invest |
Management Team | |
Mr. Amitabh Mohanty | CEO |
Mr. Satish Ramanathan | Chief Investment Officer |
Ms. Diana D’sa | Chief Compliance Officer |
Top Fund Managers of JM Financial Mutual Fund
Key information about JM Financial Mutual Funds
Office B, 8th Floor Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai – 400 025
022-61987777 / 33797777
investor@jmfl.com / partnercare@jmfl.com
How to Start Investing in JM Financial Mutual Funds with INDmoney.
After you have understood how JM Financial Mutual Funds are, it is time for you to start your investment process with INDmoney. Below are some simple steps to follow to start your mutual fund's investment journey with us.
Step 1: Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).
Step 2: Once your Free investment account is ready, you can either search for a JM Financial mutual fund or go to the mutual fund section.
Step 3: Choose any JM Financial Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.
Step 4: You can choose to set up SIP in any JM Financial Mutual Fund or even invest as a lump sum. Once you are on the individual JM Financial mutual Fund page, click on “One-time” for lump sum investment or “SIP” for systematic investment plan.
Step 5: Choose the amount that you want to invest as SIP or Lump Sum.
Step 6: Set up payments. If you choose to set up SIP in any JM Financial mutual funds, you can do a free automatic pay set up via bank mandate or UPI. If you choose to invest in a lump sum (one-time), then you can pay via UPI, netbanking, NEFT or RTGS.
Frequently asked questions
You can calculate the Daily/ Weekly/ Monthly/ Quarterly SIP Amount for all Franklin Mutual Funds using INDMoney’s JM Financial SIP Calculator
You can receive your JM Financial Mutual Fund account statement on your registered email and INDMoney’s online portal after you invest.
Securities and Exchange Board of India (SEBI) regulates JM Financial Mutual Fund and its offered schemes. Thus, there is no guarantee of availing high returns from these schemes. Mutual fund investments typically face ups and downs in the market.
To access the top-performing funds of JM Financial Mutual Fund through INDmoney, visit the 'Returns' tab and sort the list. This way you can view the top-performing funds operating over some time.
Mr. Vikas Agarwal, Mr. Chaitanya Choksi, Mr. Asit Bhandarkar, and Mr Harish C. Kukreja are some of the top fund managers of JM Financial Mutual Fund.
Some of the factors you should consider for investing in a mutual fund are:
- Experience of the fund manager
- Past performance of the fund
- AMC’s reputation
- Your risk appetite
- Investment horizon
- Portfolio of the scheme