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JM Financial Asset Management Limited

JM Financial Mutual Fund

Number of Schemes17
AMC AUM₹ 13,063.76 Cr
AMC Age31 Years (1995)

Mutual Fund SIP Calculator

₹
/Month
₹100₹10L
Years
1Y40Y
%
1%30%
% /Year
0%25%

Overview of JM Financial Mutual Fund

JM Financial AMC is among the earliest private sector asset management companies in India. It was founded in 1994 and was promoted by the JM Financial Group,which has over 50 years of experience in the Indian securities market.

JM Financial Limited is the sponsor for the AMC and JM Financial Trustee Company Private Limited is the trustee company. The Fund was registered with SEBI under the registration number. MF/015/94/8 dated September 15, 1994. Currently, Mr. Amitabh Mohanty is the CEO and Mr. Satish Ramanathan is the CIO (Chief Investment Officer) of JM Financial Mutual Fund.

Also Read: Invest in Top Daily SIP Mutual Funds

Key Info About JM Financial Mutual Fund

Particular Details
AMC Name  JM Financial Asset Management Limited
Mutual Fund Name JM Financial Mutual Fund
Sponsor’s name JM Financial Limited 
Trustee Company JM Financial Trustee Company Private Limited
Incorporation date  9 June, 1994 
AMC CIN  U65991MH1994PLC078879
CEO Mr. Amitabh Mohanty
Chief Investment Officer (CIO)  Mr. Satish Ramanathan (Equity)
Registered Address 7th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400025, Maharashtra, India
Website https://www.jmfinancialmf.com/

Documents Required to invest in JM Financial Mutual Fund

To invest in JM Financial mutual fund investors are required to get their one-time CKYC completed prior to making their investments. CKYC Form can be submitted at any of the Investor Service Centre (ISC) of any mutual fund along with the documents below:

  • PAN Card
  • Proof of identity: Aadhaar Card, Passport, Voter ID Card and Driving License.
  • Proof of Address: 
    • For Resident Indian: Voter ID Card, Driving License, Passport, Aadhaar Card, Bank account statement or Utility bills.
    • For NRI/PIO/OCI: Copy of passport/PIO Card/OCI Card and overseas Proof of Address.
  • Bank account details: You can submit documents like proof of your bank account, such as a bank statement, a cancelled cheque or a passbook page.

How to Invest in JM Financial Mutual Fund From Paisabazaar

Investing in the JM Financial mutual fund’s schemes is very simple, just follow these steps to start investing via Paisabazaar: 

  • Download the Paisabazaar app and Sign up or log in. 
  • On the dashboard, click on the ‘Mutual Funds’ option.
  • Search for ‘JM Financial Mutual Fund’ and browse available funds.
  • Select a suitable fund and choose either ‘One Time’ or ‘Start SIP’
  • Complete KYC and investor verification, if applicable.

JM Financial Customer Care Contact Details

For any queries or complaints, contact JM Mutual Fund at the following address:

    • Toll Free No.: 1800 1038 345
    • Phone No.: +91 22 61987777 / 33797777
    • Fax No.: + 91 022 6198 7704
  • Address: One International Centre, 22nd Floor, Tower 2, Senapati Bapat Marg, Prabhadevi, Mumbai – 400013.
  • Website:  https://www.jmfinancialmf.com/Reach-Us 

Top 10 JM Financial Asset Management Limited to Invest

JM Flexi Cap Fund Growth

JM Flexi Cap Fund Growth is a Flexi Cap mutual fund scheme managed by JM Financial Asset Management Limited. JM Flexi Cap Fund Growth was launched on 23 September 2008. JM Flexi Cap Fund Growth manages total assets worth ₹5,036.45 AUM (Assets Under Management) as of 26 October 2026.

The fund's latest Net Asset Value (NAV) stands at ₹92.38 as of 26 October 2026.

This fund has a 52W high of around ₹101.81 and gave returns of -7.75% in last 1 year as of 26 October 2026.

JM Mid Cap Fund Regular Growth

JM Mid Cap Fund Regular Growth is a Mid-Cap mutual fund scheme managed by JM Financial Asset Management Limited. JM Mid Cap Fund Regular Growth was launched on 21 November 2022. JM Mid Cap Fund Regular Growth manages total assets worth ₹1,303.39 AUM (Assets Under Management) as of 26 October 2026.

The fund's latest Net Asset Value (NAV) stands at ₹19.08 as of 26 October 2026.

This fund has a 52W high of around ₹21.68 and gave returns of -4.38% in last 1 year as of 26 October 2026.

JM Value Fund Growth

JM Value Fund Growth is a Value mutual fund scheme managed by JM Financial Asset Management Limited. JM Value Fund Growth was launched on 2 June 1997. JM Value Fund Growth manages total assets worth ₹779.70 AUM (Assets Under Management) as of 26 October 2026.

The fund's latest Net Asset Value (NAV) stands at ₹88.11 as of 26 October 2026.

This fund has a 52W high of around ₹99.05 and gave returns of -10.62% in last 1 year as of 26 October 2026.

JM Focused Fund - Growth Option

JM Focused Fund - Growth Option is a Focused Fund mutual fund scheme managed by JM Financial Asset Management Limited. JM Focused Fund - Growth Option was launched on 5 March 2008. JM Focused Fund - Growth Option manages total assets worth ₹273.81 AUM (Assets Under Management) as of 26 October 2026.

The fund's latest Net Asset Value (NAV) stands at ₹18.29 as of 26 October 2026.

This fund has a 52W high of around ₹20.92 and gave returns of -12.28% in last 1 year as of 26 October 2026.

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FAQs

Is the JM Financial Mutual Fund safe to invest in?

JM Financial Mutual Fund is registered with SEBI. Since Mutual Funds are market-linked investments, it is not possible for any AMC to guarantee the safety of your capital. As an investor, you need to evaluate and choose a mutual fund scheme as per your specific needs.

How to calculate JM Financial Mutual Fund SIP returns?

You can calculate JM Financial Mutual Fund SIP returns through Paisabazaar SIP calculator, for this you need to enter some details on SIP calculator, such as investment amount, duration of SIP and expected rate of return. 

How to redeem JM Financial Mutual Fund investment?

Mutual Fund units can be redeemed online or offline. For online redemption, you can visit the official website of JM Financial mutual fund or the platform you used for investing. Alternatively, you can visit the nearest branch or investor service centre and submit a form for redemption. 

What types of mutual funds does JM Financial Mutual Fund offer?

JM Financial offers various mutual fund schemes such as equity, debt and hybrid funds. These funds are designed to meet diverse financial objectives, ranging from short-term savings to long-term wealth building and income generation.

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Disclaimer

  • Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
  • Paisabazaar Marketing and Consulting Private Limited is an AMFI registered Mutual Fund Distributor - ARN-336712 | ARN Validity period: 08 Aug 2025 to 07 Aug 2028
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