JM Financial Mutual Fund offers one of India's most trusted and diversified investment platforms, with 108 active schemes spanning Debt, Equity, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their journ...
JM Financial Mutual Fund offers one of India's most trusted and diversified investment platforms, with 108 active schemes spanning Debt, Equity, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their journey. The JM Flexicap Fund-Growth leads the fund house with the highest AUM at ₹5,177.87 Cr, a testament to the scale of investor confidence it commands. For those building a retirement corpus, JM Flexicap Fund Direct Plan-Growth stands out with 5-year returns of 17.37% and a long-term track record of 16.97% over 10 years - well-suited for wealth preservation goals. The JM Flexicap Fund Direct Plan-Growth, with AUM of ₹5,177.87 Cr and 10-year returns of 16.97%, is specifically designed for post-retirement income needs. With an average expense ratio of 1.44% across all schemes, JM Financial Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
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The core objective of
JM Financial Mutual Fund
is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of
Debt, Equity, Hybrid
schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
JM Financial Mutual Fund
features a diverse lineup of
108
active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is
JM Flexicap Fund-Growth,
which leads with Assets Under Management (AUM) of
₹5,177.87 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from
JM Financial Mutual Fund
based on historical returns include:
JM Small Cap Fund Direct-Growth
: Delivered
16.23%
returns over a 3-month period.
JM Small Cap Fund Direct-Growth
: Achieved
23.26%
returns over a 6-month horizon.
JM Small Cap Fund Direct-Growth
: Recorded
17.52%
returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the
JM Financial Mutual Fund
portfolio are:
JM Low Duration Fund Direct Plan-Growth
: Generated
7.22%
returns over a 2-year period.
JM Midcap Fund Direct-Growth
: Posted
21.84%
returns over a 3-year horizon.
JM Flexicap Fund Direct Plan-Growth
: Registered
17.37%
returns over a 5-year period.
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from
JM Financial Mutual Fund
include:
JM Flexicap Fund Direct Plan-Growth
: Delivered
19.60%
returns over 7 years.
JM Flexicap Fund Direct Plan-Growth
: Achieved
16.97%
returns over a 10-year horizon.
JM ELSS Tax Saver Fund-Growth
: Recorded
14.99%
returns over 15 years.
JM Value Fund-Growth
: Posted
9.96%
returns over a 20-year timeframe.
Across the active lineup of
JM Financial Mutual Fund,
the cost structure varies significantly depending on the scheme category:
Highest Expense Ratio:
JM Multi Asset Allocation Fund Regular-Growth
features an expense ratio of
4.43%.
Lowest Expense Ratio:
JM Overnight Fund Direct-Growth
offers a lower expense ratio of
0.12%.
