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
₹ 153
Total Value
₹ 1353
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?
JM Financial Mutual Fund FAQs
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