JM Financial Mutual Fund

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Scheme Name
Min. InvestAUM (In Cr)
JM Small Cap Fund - Direct (G)
JM Small Cap Fund - Direct (G)

Small Cap Fund | Equity

13.01%₹1,000₹941.35Invest
JM Arbitrage Fund - Direct (G)
JM Arbitrage Fund - Direct (G)

Arbitrage Fund | Hybrid

6.42%₹1,000₹340.55Invest
JM Liquid Fund - Direct (G)
JM Liquid Fund - Direct (G)

Liquid Fund | Debt

6.38%₹1,000₹1,701.37Invest
JM Ultra Short to Short Term Fund - Direct (G)
JM Ultra Short to Short Term Fund - Direct (G)

Ultra Short to Short Term Fund | Debt

5.92%₹1,000₹236.04Invest
JM Overnight Fund - Direct (G)
JM Overnight Fund - Direct (G)

Overnight Fund | Debt

5.08%₹1,000₹83.02Invest
JM Short Term Fund - Direct (G)
JM Short Term Fund - Direct (G)

Short Term Fund | Debt

4.45%₹1,000₹79.24Invest
JM Mid Cap Fund - Direct (G)
JM Mid Cap Fund - Direct (G)

Mid Cap Fund | Equity

3.76%₹1,000₹1,303.39Invest
JM ELSS - Tax Saver Fund - Direct (G)
JM ELSS - Tax Saver Fund - Direct (G)

ELSS - Tax Saver Fund | Equity

3.25%₹500₹239.90Invest
JM Dynamic Term Fund - Direct (G)
JM Dynamic Term Fund - Direct (G)

Dynamic Term Fund | Debt

2.67%₹1,000₹52.09Invest
JM Medium to Long Term Fund - Direct (G)
JM Medium to Long Term Fund - Direct (G)

Medium to Long Term Fund | Debt

1.88%₹1,000₹28.97Invest
JM Large & Mid Cap Fund - Direct (G)
JM Large & Mid Cap Fund - Direct (G)

Large & Mid Cap Fund | Equity

-0.68%₹1,000₹447.90Invest
JM Flexi Cap Fund - Direct (G)
JM Flexi Cap Fund - Direct (G)

Flexi Cap Fund | Equity

-1.68%₹1,000₹5,036.45Invest
JM Value Fund - Direct (G)
JM Value Fund - Direct (G)

Value Fund | Equity

-2.10%₹1,000₹779.70Invest
JM Aggressive Hybrid Fund - Direct (G)
JM Aggressive Hybrid Fund - Direct (G)

Aggressive Hybrid Fund | Hybrid

-3.33%₹1,000₹653.52Invest
JM Large Cap Fund - Direct (G)
JM Large Cap Fund - Direct (G)

Large Cap Fund | Equity

-4.73%₹1,000₹355.56Invest
JM Focused Fund - Direct (G)
JM Focused Fund - Direct (G)

Focused Fund | Equity

-4.94%₹1,000₹273.81Invest
JM Multi Asset Allocation Fund - Direct (G)
JM Multi Asset Allocation Fund - Direct (G)

Multi Asset Allocation Fund | Hybrid

0.09%₹5,000₹167.15Invest
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JM Small Cap Fund - Direct (G)

JM Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

13.01%

Min. Invest

₹1,000

AUM

₹941.35 Cr

JM Arbitrage Fund - Direct (G)

JM Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

6.42%

Min. Invest

₹1,000

AUM

₹340.55 Cr

1Y returns

6.38%

Min. Invest

₹1,000

AUM

₹1,701.37 Cr

JM Ultra Short to Short Term Fund - Direct (G)

JM Ultra Short to Short Term Fund - Direct (G)

Equity | Ultra Short to Short Term Fund

1Y returns

5.92%

Min. Invest

₹1,000

AUM

₹236.04 Cr

JM Overnight Fund - Direct (G)

JM Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

5.08%

Min. Invest

₹1,000

AUM

₹83.02 Cr

JM Short Term Fund - Direct (G)

JM Short Term Fund - Direct (G)

Equity | Short Term Fund

1Y returns

4.45%

Min. Invest

₹1,000

AUM

₹79.24 Cr

1Y returns

3.76%

Min. Invest

₹1,000

AUM

₹1,303.39 Cr

JM ELSS - Tax Saver Fund - Direct (G)

JM ELSS - Tax Saver Fund - Direct (G)

Equity | ELSS - Tax Saver Fund

1Y returns

3.25%

Min. Invest

₹500

AUM

₹239.90 Cr

JM Dynamic Term Fund - Direct (G)

JM Dynamic Term Fund - Direct (G)

Equity | Dynamic Term Fund

1Y returns

2.67%

Min. Invest

₹1,000

AUM

₹52.09 Cr

JM Medium to Long Term Fund - Direct (G)

JM Medium to Long Term Fund - Direct (G)

Equity | Medium to Long Term Fund

1Y returns

1.88%

Min. Invest

₹1,000

AUM

₹28.97 Cr

JM Large & Mid Cap Fund - Direct (G)

JM Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

-0.68%

Min. Invest

₹1,000

AUM

₹447.90 Cr

JM Flexi Cap Fund - Direct (G)

JM Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

-1.68%

Min. Invest

₹1,000

AUM

₹5,036.45 Cr

1Y returns

-2.10%

Min. Invest

₹1,000

AUM

₹779.70 Cr

JM Aggressive Hybrid Fund - Direct (G)

JM Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

-3.33%

Min. Invest

₹1,000

AUM

₹653.52 Cr

JM Large Cap Fund - Direct (G)

JM Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

-4.73%

Min. Invest

₹1,000

AUM

₹355.56 Cr

1Y returns

-4.94%

Min. Invest

₹1,000

AUM

₹273.81 Cr

JM Multi Asset Allocation Fund - Direct (G)

JM Multi Asset Allocation Fund - Direct (G)

Equity | Multi Asset Allocation Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹167.15 Cr

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Top 10 JM Financial Mutual Fund

Scheme Name
Min. InvestAUM (In Cr)

Top 10 JM Financial Mutual Fund

JM Small Cap Fund - Direct (G)

JM Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

13.01%

Min. Invest

₹1,000

AUM

₹941.35 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 13.01%, 6.89%, and 6.89%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Arbitrage Fund - Direct (G)

JM Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

6.42%

Min. Invest

₹1,000

AUM

₹340.55 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.42%, 6.97%, and 6.45%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Liquid Fund - Direct (G)

JM Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

6.38%

Min. Invest

₹1,000

AUM

₹1,701.37 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.38%, 6.83%, and 6.34%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Ultra Short to Short Term Fund - Direct (G)

JM Ultra Short to Short Term Fund - Direct (G)

Equity | Ultra Short to Short Term Fund

1Y returns

5.92%

Min. Invest

₹1,000

AUM

₹236.04 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.92%, 7.18%, and 6.48%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Overnight Fund - Direct (G)

JM Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

5.08%

Min. Invest

₹1,000

AUM

₹83.02 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.08%, 5.91%, and 5.67%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Short Term Fund - Direct (G)

JM Short Term Fund - Direct (G)

Equity | Short Term Fund

1Y returns

4.45%

Min. Invest

₹1,000

AUM

₹79.24 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.45%, 7.02%, and 6.81%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Mid Cap Fund - Direct (G)

JM Mid Cap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

3.76%

Min. Invest

₹1,000

AUM

₹1,303.39 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.76%, 16.66%, and 21.64%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM ELSS - Tax Saver Fund - Direct (G)

JM ELSS - Tax Saver Fund - Direct (G)

Equity | ELSS - Tax Saver Fund

1Y returns

3.25%

Min. Invest

₹500

AUM

₹239.90 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.25%, 15.18%, and 12.30%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
JM Dynamic Term Fund - Direct (G)

JM Dynamic Term Fund - Direct (G)

Equity | Dynamic Term Fund

1Y returns

2.67%

Min. Invest

₹1,000

AUM

₹52.09 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 2.67%, 6.57%, and 5.92%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Medium to Long Term Fund - Direct (G)

JM Medium to Long Term Fund - Direct (G)

Equity | Medium to Long Term Fund

1Y returns

1.88%

Min. Invest

₹1,000

AUM

₹28.97 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 1.88%, 6.36%, and 5.13%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Large & Mid Cap Fund - Direct (G)

JM Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

-0.68%

Min. Invest

₹1,000

AUM

₹447.90 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -0.68%, 3.57%, and 3.57%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹500.
JM Flexi Cap Fund - Direct (G)

JM Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

-1.68%

Min. Invest

₹1,000

AUM

₹5,036.45 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -1.68%, 13.09%, and 13.66%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Value Fund - Direct (G)

JM Value Fund - Direct (G)

Equity | Value Fund

1Y returns

-2.10%

Min. Invest

₹1,000

AUM

₹779.70 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -2.10%, 10.77%, and 12.97%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Aggressive Hybrid Fund - Direct (G)

JM Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

-3.33%

Min. Invest

₹1,000

AUM

₹653.52 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -3.33%, 11.15%, and 11.90%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Large Cap Fund - Direct (G)

JM Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

-4.73%

Min. Invest

₹1,000

AUM

₹355.56 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -4.73%, 9.34%, and 8.84%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Focused Fund - Direct (G)

JM Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

-4.94%

Min. Invest

₹1,000

AUM

₹273.81 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -4.94%, 10.46%, and 10.46%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.
JM Multi Asset Allocation Fund - Direct (G)

JM Multi Asset Allocation Fund - Direct (G)

Equity | Multi Asset Allocation Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹167.15 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 0.09%, 0.09%, and 0.09%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.

FAQ’s

How to Start JM Financial Mutual Fund SIP Online?

Log in or register on Torus Digital or the JM Financial Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate JM Financial Mutual Fund SIP?

Use our JM Financial SIP Calculator and JM Financial Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem JM Financial Mutual Fund?

Log in to your account on Torus Digital or the JM Financial Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem JM Financial Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in JM Financial Mutual Fund?

JM Financial Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.

Get started with us today and
start building your wealth journey

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

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