Best Large Cap Mutual Funds

JM Financial Mutual Fund

  • AUM
    ₹ 13,574 cr.
  • AMC Age
    30 Years
  • No. Of Schemes
    127
Founded in 1994 and supported by JM Financial Ltd, JM Financial Mutual Fund provides a variety of investment schemes tailored to meet different financial goals. Known for their reliability and focus on trust, they offer diverse options to help investors make informed and secure financial decisions.

Calculate Returns on JM Financial Mutual Fund

You would have got

Total Investment
1200
Expected Returns
11
Total Value
1211

Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.

Your Investment Amount
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per annum

About JM Financial Mutual Fund

  • About the Fund
  • Key Information
  • Types Of Funds
  • Charges & Fees
  • Risk Factors

JM Financial Mutual Fund, established in 1994, is part of JM Financial Ltd, a well-known financial services group in India. With decades of experience in the capital markets, the fund house offers a wide range of investment solutions designed to meet the varying financial needs of investors.

Key Features

  • JM Financial Mutual Fund offers a broad spectrum of mutual fund schemes across asset classes, including equity, debt, and hybrid funds.
  • The fund house has an extensive network of over 28,000 partners across India, covering numerous locations.
  • JM Financial Mutual Fund provides a diverse range of products across the risk-return spectrum, catering to the financial needs of both institutional and individual investors.
  • With an easy-to-navigate digital platform, JM Financial Mutual Fund ensures seamless access to investment services and account management for investors across India.

Documents Required

To invest in JM Financial Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:

KYC Application Form: Completed and signed CKYC application form

In-Person Verification (IPV) – Mandatory for KYC compliance.

Bank Account Details – Canceled cheque or bank statement for linking the investment account.

Nomination Form (optional but recommended)

Proof of Identity (Any one of the following, self-attested):

  • PAN Card (mandatory for investments above ₹50,000 per year)
  • Aadhaar Card
  • Passport
  • Voter ID
  • Driving License
  • NREGA Job Card (duly signed by a State Government officer)

Proof of Address (Anyone, except PAN card):

  • Aadhaar Card
  • Passport
  • Voter ID
  • Driving License
  • Utility Bills (not older than 3 months)
  • Bank Account Statement/Passbook (not older than 3 months)

Investors are advised to contact JM Financial Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.

JM Financial Mutual Fund Managers

Mr. Asit Bhandarkar

Mr. Chaitanya Choksi

Mr. Deepak Gupta

Mr. Killol Pandya

Ms. Naghma Khoja

How To Invest In JM Financial Mutual Fund With Choice?

Step 1

Open Your Free Account with Choice

1

Step 2

Go to the “Mutual Funds” Section

2

Step 3

Search & Select Your Preferred JM Financial Mutual Fund Scheme

3

JM Financial Mutual Fund FAQs

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