JM Financial Mutual Fund

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Scheme Name
Min. InvestAUM (In Cr)
JM Midcap Fund - Direct (G)
JM Midcap Fund - Direct (G)

Mid Cap Fund | Equity

10.80%₹1,000₹1,320.48Invest
8.80%₹500₹180.14Invest
JM Medium to Long Duration Fund - Direct (G)
JM Medium to Long Duration Fund - Direct (G)

Medium to Long Duration Fund | Debt

8.38%₹1,000₹26.21Invest
JM Flexicap Fund - Direct (G)
JM Flexicap Fund - Direct (G)

Flexi Cap Fund | Equity

8.12%₹1,000₹5,254.65Invest
JM Short Duration Fund - Direct (G)
JM Short Duration Fund - Direct (G)

Short Duration Fund | Debt

8.03%₹1,000₹117.22Invest
JM Low Duration Fund - Direct (G)
JM Low Duration Fund - Direct (G)

Low Duration Fund | Debt

7.82%₹1,000₹228.84Invest
JM Arbitrage Fund - Direct (G)
JM Arbitrage Fund - Direct (G)

Arbitrage Fund | Hybrid

7.64%₹1,000₹209.87Invest
JM Liquid Fund - Direct (G)
JM Liquid Fund - Direct (G)

Liquid Fund | Debt

7.32%₹1,000₹3,220.67Invest
JM Aggressive Hybrid Fund - Direct (G)
JM Aggressive Hybrid Fund - Direct (G)

Aggressive Hybrid Fund | Hybrid

6.81%₹1,000₹752.06Invest
JM Overnight Fund - Direct (G)
JM Overnight Fund - Direct (G)

Overnight Fund | Debt

6.62%₹1,000₹104.64Invest
JM Focused Fund - Direct (G)
JM Focused Fund - Direct (G)

Focused Fund | Equity

2.20%₹1,000₹227.74Invest
JM Value Fund - Direct (G)
JM Value Fund - Direct (G)

Value Fund | Equity

1.88%₹1,000₹1,027.07Invest
JM Large Cap Fund - Direct (G)
JM Large Cap Fund - Direct (G)

Large Cap Fund | Equity

-0.42%₹1,000₹490.70Invest
JM Small Cap Fund - Direct (G)
JM Small Cap Fund - Direct (G)

Small Cap Fund | Equity

-11.21%₹5,000₹595.33Invest
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JM Midcap Fund - Direct (G)

JM Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

10.80%

Min. Invest

₹1,000

AUM

₹1,320.48 Cr

1Y returns

8.80%

Min. Invest

₹500

AUM

₹180.14 Cr

JM Medium to Long Duration Fund - Direct (G)

JM Medium to Long Duration Fund - Direct (G)

Equity | Medium to Long Duration Fund

1Y returns

8.38%

Min. Invest

₹1,000

AUM

₹26.21 Cr

JM Flexicap Fund - Direct (G)

JM Flexicap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

8.12%

Min. Invest

₹1,000

AUM

₹5,254.65 Cr

JM Short Duration Fund - Direct (G)

JM Short Duration Fund - Direct (G)

Equity | Short Duration Fund

1Y returns

8.03%

Min. Invest

₹1,000

AUM

₹117.22 Cr

JM Low Duration Fund - Direct (G)

JM Low Duration Fund - Direct (G)

Equity | Low Duration Fund

1Y returns

7.82%

Min. Invest

₹1,000

AUM

₹228.84 Cr

JM Arbitrage Fund - Direct (G)

JM Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

7.64%

Min. Invest

₹1,000

AUM

₹209.87 Cr

1Y returns

7.32%

Min. Invest

₹1,000

AUM

₹3,220.67 Cr

JM Aggressive Hybrid Fund - Direct (G)

JM Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

6.81%

Min. Invest

₹1,000

AUM

₹752.06 Cr

JM Overnight Fund - Direct (G)

JM Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

6.62%

Min. Invest

₹1,000

AUM

₹104.64 Cr

1Y returns

2.20%

Min. Invest

₹1,000

AUM

₹227.74 Cr

1Y returns

1.88%

Min. Invest

₹1,000

AUM

₹1,027.07 Cr

JM Large Cap Fund - Direct (G)

JM Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

-0.42%

Min. Invest

₹1,000

AUM

₹490.70 Cr

JM Small Cap Fund - Direct (G)

JM Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹595.33 Cr

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Top 10 JM Financial Mutual Fund

Scheme Name
Min. InvestAUM (In Cr)

Top 10 JM Financial Mutual Fund

JM Midcap Fund - Direct (G)

JM Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

10.80%

Min. Invest

₹1,000

AUM

₹1,320.48 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.80%, 28.86%, and 28.86%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

1Y returns

8.80%

Min. Invest

₹500

AUM

₹180.14 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.80%, 17.20%, and 18.90%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
JM Medium to Long Duration Fund - Direct (G)

JM Medium to Long Duration Fund - Direct (G)

Equity | Medium to Long Duration Fund

1Y returns

8.38%

Min. Invest

₹1,000

AUM

₹26.21 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.38%, 5.95%, and 5.92%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Flexicap Fund - Direct (G)

JM Flexicap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

8.12%

Min. Invest

₹1,000

AUM

₹5,254.65 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.12%, 22.61%, and 21.57%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Short Duration Fund - Direct (G)

JM Short Duration Fund - Direct (G)

Equity | Short Duration Fund

1Y returns

8.03%

Min. Invest

₹1,000

AUM

₹117.22 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.03%, 7.16%, and 7.16%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Low Duration Fund - Direct (G)

JM Low Duration Fund - Direct (G)

Equity | Low Duration Fund

1Y returns

7.82%

Min. Invest

₹1,000

AUM

₹228.84 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.82%, 6.60%, and 9.62%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Arbitrage Fund - Direct (G)

JM Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

7.64%

Min. Invest

₹1,000

AUM

₹209.87 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.64%, 6.79%, and 5.27%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Liquid Fund - Direct (G)

JM Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

7.32%

Min. Invest

₹1,000

AUM

₹3,220.67 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.32%, 6.62%, and 5.40%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Aggressive Hybrid Fund - Direct (G)

JM Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

6.81%

Min. Invest

₹1,000

AUM

₹752.06 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.81%, 20.26%, and 22.59%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Overnight Fund - Direct (G)

JM Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

6.62%

Min. Invest

₹1,000

AUM

₹104.64 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.62%, 6.14%, and 4.97%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Focused Fund - Direct (G)

JM Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

2.20%

Min. Invest

₹1,000

AUM

₹227.74 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 2.20%, 16.94%, and 14.08%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Value Fund - Direct (G)

JM Value Fund - Direct (G)

Equity | Value Fund

1Y returns

1.88%

Min. Invest

₹1,000

AUM

₹1,027.07 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 1.88%, 21.44%, and 21.46%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Large Cap Fund - Direct (G)

JM Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

-0.42%

Min. Invest

₹1,000

AUM

₹490.70 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -0.42%, 14.46%, and 16.74%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Small Cap Fund - Direct (G)

JM Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹595.33 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -11.21%, -11.21%, and -11.21%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

FAQ’s

How to Start JM Financial Mutual Fund SIP Online?

Log in or register on Torus Digital or the JM Financial Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate JM Financial Mutual Fund SIP?

Use our JM Financial SIP Calculator and JM Financial Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem JM Financial Mutual Fund?

Log in to your account on Torus Digital or the JM Financial Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem JM Financial Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in JM Financial Mutual Fund?

JM Financial Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.