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JM Financial Mutual Fund

Incorporated in 1994, the JM Financial AMC offers various investment schemes and products. Its offerings include equity funds, balanced funds and fixed-income funds, among others. The research team aims to provide in-depth knowledge of securities along with current economic trends to the fund managers. 

The company manages 25 schemes. Out of 25, 6 are equity funds, 2 are hybrid and the rest 17 are debt funds. As of December 2023, the top three schemes of AMC are JM Midcap Fund, JM Liquid Fund and JM Flexicap Fund. 

JM Financial Mutual Fund Key Information

Total AUM of JM Financial Asset Management Limited
₹37096.9Cr Cr
AUM growth
(between Jun'25 - Jul'25)
+ ₹2.39K Cr
Total Number of Funds by JM Financial Asset Management Limited
27
Number of Fund Managers
11

Best JM Financial Mutual Funds

  • Equity Funds
  • Debt Funds
  • Hybrid Funds
1Y return

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

Deepak Gupta
Jayant Dhoot
Ruchi Fozdar
Killol Pandya
Share price 02-Sep-2025
JM Financial Ltd (JMFINANCIL)
Related to JM Financial Asset Management Limited
₹185.07
▼-3.55%

Compare JM Financial Mutual Fund with other AMCs

AMC
AUM(in Cr)
AUM change (1M)
AUM Rank
ICICI
ICICI
₹9.4L Cr
+ ₹46.4K Cr
1/45
Invest
HDFC
HDFC
₹9L Cr
+ ₹30.5K Cr
2/45
Invest
SBI
SBI
₹8.6L Cr
+ ₹48.8K Cr
3/45
Invest
Kotak
Kotak
₹5.4L Cr
+ ₹21.9K Cr
4/45
Invest
Nippon
Nippon
₹4.8L Cr
+ ₹21.1K Cr
5/45
Invest
Aditya Birla Sun Life
Aditya Birla Sun Life
₹4.2L Cr
+ ₹14.2K Cr
6/45
Invest
Axis
Axis
₹3.5L Cr
+ ₹13.8K Cr
7/45
Invest
UTI
UTI
₹2.5L Cr
+ ₹10.7K Cr
8/45
Invest

Key information about JM Financial Mutual Funds

Address

Office B, 8th Floor Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai – 400 025

Phone Number

022-61987777 / 33797777

Email ID

 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

How to calculate JM Financial Mutual Fund SIP ?

You can calculate the Daily/ Weekly/ Monthly/ Quarterly SIP Amount for all Franklin Mutual Funds using INDMoney’s JM Financial SIP Calculator

How can I get an account statement for my investment in JM Financial Mutual Fund?

You can receive your JM Financial Mutual Fund account statement on your registered email and INDMoney’s online portal after you invest. 

Is it safe to invest in JM Financial Mutual Fund?

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. 

How can I search for the top-performing fund of JM Financial Mutual Fund?

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. 

Who are the top fund managers of JM Financial Mutual Fund?

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.

What are the factors you should consider for investing in a mutual funds

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