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JM Financial Mutual Fund

JM Financial Mutual Fund is managed by JM Financial Ltd. The firm JM Financial Asset Management Ltd. (previously known as JM Financial Asset Management Private Limited) was established on June 9, 1994. On November 1, 1994, JM Financial Asset Management Ltd. assumed the role of the asset management company for JM Financial Mutual Fund. One of the oldest private sector mutual funds in India, it. reported assets under management (AUM) amounting to Rs. 4583 crores as of December 2023.

JM Financial Mutual Fund snapshot

Inception date
September 15, 1994
Sponsor (s)
JM Financial Limited
Chief Executive Officer
Mr. Amitabh Mohanty
Chief Investment Officer
Mr. Satish Ramanathan
No. of Schemes
14
Average AUM (Rs. in Crores)
5954.54

As on February 2024

List of JM Financial Mutual Fund’s top performing schemes
Fund Name
AUM(in Cr)

Returns

₹580.51
₹1773.87
₹88.96
₹118.71
₹825.47
Fund Name
AUM(in Cr)

Returns

₹1590.44
₹40.39
₹314.94
₹236.45
₹22.32
₹127.66
Fund Name
AUM(in Cr)

Returns

₹222.76
₹126.72
Fund Name
AUM(in Cr)

Returns

₹127.83

How to invest in JM Financial Mutual Fund

To invest in JM Financial Mutual Fund, simply download the Kotak Neo app and create your account. Kotak Neo is quick, easy, and offers a host of investing options under one roof.

Here’s how to get started:

  1. Login with your credentials (mobile number/PAN/QR code)
  2. Click on Invest and select ‘Mutual Funds’ from other investments
  3. Select the fund of your choice and begin investing

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