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.
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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
The best JM Financial Mutual Fund depends on your financial goals, risk tolerance, and investment horizon. Equity funds suit long-term growth, debt funds offer stability, and hybrid funds provide balance. With Choice, you can explore detailed research tools and use advanced fundamental and technical analysis to select the most suitable JM Financial Mutual Fund.
JM Financial Mutual Fund schemes are subject to taxation based on the type of investment and the duration of holding. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in JM Financial Mutual Fund via Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the Know Your Customer (KYC) process is essential before investing.
The minimum investment amount for JM Financial Mutual Funds is 1,000 for lump sum investments and 100 for Systematic Investment Plans (SIPs).
Returns on JM Financial Mutual Fund schemes are calculated based on the Net Asset Value (NAV). The formula is:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIP investments, the XIRR (Extended Internal Rate of Return) method is used to calculate returns. Choice Fin offers real-time NAV tracking and built-in return calculators to help you analyse and optimise your portfolio performance.
Yes, switching between JM Financial Mutual Fund schemes is allowed and can be done seamlessly through the Choice FinX platform. However, it is important to consider potential exit loads and tax implications depending on the duration of your investment before making a switch.
When investing in JM Financial Mutual Funds, charges may include the Expense Ratio, which covers fund management costs, and an Exit Load, which is applicable if you redeem your investment before a specified period.
No, a Demat account is not mandatory to invest in JM Financial Mutual Funds through Choice FinX. You can invest directly via the platform without the need for a Demat account. However, if you prefer to hold your mutual fund units in electronic format, a Demat account would prove useful.
You can easily access your JM Financial Mutual Fund statement on the Choice FinX platform by visiting the Portfolio section. Additionally, statements can be obtained through the JM Financial Mutual Fund website, via email requests, or through registrar platforms like CAMS and KFintech.
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