JM Financial Asset Management Private Limited Mutual Funds Investments

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We have listed various Mutual Fund schemes across different asset classes along with the necessary information to help you make an informed decision. You can filter as per the funds based on the categories of mutual funds. The screener will help you analyze the funds on parameters like fund type, AUM, minimum amount, age, and returns.

About JM Financial Mutual Fund

JM Financial mutual fund played a significant role in the development of India’s capital market.  It also went on to educate the growing and prospering middle class about the advantage of investing in blue-chip companies. 

JM Financial is a holding company. It is India’s first-ever private sector Mutual Fund Company. The Company was established in the year 1993-94.  They are a part of the oldest and one of the most reputed financial groups - JM Financial Group. This is one of the many companies that emerged out of its parent company JM Financial Group.   

Jm Financial Mutual Fund is one of the successful companies of its parent company in financial services. JM Financial is one of the oldest privately-owned companies. Its origin can be traced back to the 1950s when the Kampani family got involved in India’s then nascent capital markets.   

JM Financial Asset Management Company is the Asset Management Company of JM Financial Mutual Fund Limited. It is sponsored by JM Financial Ltd. It started its operation in December 1994.

During its initiation, its launched three fund categories simultaneously - 

  • JM Income Fund (formerly known as JM Liquid Fund),
  • JM Equity Fund, and 
  • JM Balanced Fund. 

JM Financial Mutual Fund offers a wide range of products considering the different needs of its investors. It caters to the diverse needs of its investors. These include- 

  • the risk-taking capacity,
  • financial goal and 
  • liquidity requirement of both its institutional and individual investors.

Its mission is to manage risks effectively so as to generate high returns for its investors. With their expert research and management team, they strive to help their investors achieve their financial goals.

Jm Financial aims at offering investor friendly schemes to its investors. Their objective is to generate higher returns for their investors. JM Financials limited is on the verge of making their presence in the global markets. 

How to Invest in JM Financial Mutual Funds via Scripbox

Start Investing in JM Financial Mutual Fund Schemes online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below:-

Step 1 - Firstly, visit the Scripbox Website for a list of Investment Plans

  • On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal.
  • To start investing in Mutual Fund Scheme, pick any of the options best suited to your financial goal.
  • Click on “Continue” to proceed with Mutual Fund Investment

Step 2 – Secondly, sign up to create an account

  • If you are an existing Scripbox member, Sign in with your details.
  • When you sign in, a list of different investment options will appear on your screen.
  • Scripbox allows investors to select the payment option. You can select "Every month SIP" or "One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow.
  • Click on the “See Recommended Funds" to proceed for investment.

Step 3 – Thirdly, check the Plan and Fund Allocation

  • A list of mutual fund schemes and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead.
  • If you wish to change the fund or amount, you can do that by clicking on the option, "I want to change Funds/ Amount."
  • Now click on the "Next" button to make the payment.

Step 4 – Lastly, Bank Details and Money Transfer

Lastly you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

 Required KYC To Invest

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:

  • Photograph
  • Pan Card
  •  Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
  • KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
  • Video Selfie: Record a video by facing the camera for 5 seconds.

One can upload the clear color scanned copies of their KYC documents during the registration itself. Or. They could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

Top Mutual Funds of JM Financial AMC

The following table shows the high performing mutual funds :

Scheme Category  Asset Under Management (INR) 
JM Liquid Fund Debt Fund Rs 3,137cr
JM Large Cap Fund Equity Fund Rs 513cr
JM Multi Cap Fund Equity Fund Rs 125cr
JM Arbitrage Fund Hybrid Rs 137cr
JM Value Fund Equity Rs 100cr

 

Top JM Financial Equity Mutual Funds

The following table shows the top Equity Mutual Funds :

Scheme Category Asset Under Management (INR) 
JM Multicap Fund Equity - Multicap Rs 119cr
JM Value Fund Equity - Value Rs 95cr
JM Core 11 Fund Equity - Large Cap Rs 45cr
JM Large Cap Fund Equity - Large Cap Rs 564cr
JM Tax Gain Fund Equity - ELSS Fund Rs 35cr

 

Top JM Financial Debt Funds 

The following table shows the top performing JM financials Debt Funds :

Scheme Category  Asset Under Management (INR) 
JM Dynamic Debt Fund (Formerly JM Floater Long Term Fund) Debt Fund Rs 88cr
JM Income Fund Debt - Income Fund Rs 29cr
JM low Duration Fund Debt - Low Duration Rs 32cr
Jm Overnight Fund Debt - Overnight Rs 95cr
Jm Short Term Fund Debt - Short Term Rs 29cr
JM Ultra Short Duration Fund Debt - Ultra Short Rs 28cr

 

Top JM Financial Tax Saver Funds 

The following table shows the top performing Tax Saver Funds :

Scheme Category AUM 
JM tax Gain Fund - Growth Equity - ELSS Fund Rs 34.51cr

 

Top JM Financial Hybrid Funds

Scheme Category AUM 
JM Arbitrage Fund Hybrid - Arbitrage Rs 139cr
JM Equity Hybrid Fund  Hybrid - Hybrid Equity Rs 9cr

 

Fund Managers of JM Financial Asset Management Company

Fund Managers are professionals who manage various assets like bonds, securities, shares, etc to help investors achieve their financial goals. They are the person who directs the fund management decisions.

Choosing an active fund manager for managing your investment is one of the most important things to do. 

Here is a list of top performing Fund Managers of JM Financial Asset Management Company Limited in both Equity and Debt Schemes.

Equity Fund Managers

Mr. Chaitanya Choksi

Mr. Choksi is the Fund Manager at Jm Financial Mutual Fund India with over 17 years of experience in fund management.

He has done his MBA in Finance from the reputed Narsee Monjee Institute of Management Studies in 2001.

He held various crucial portfolios. He had worked with UTI Investment Advisory Services Ltd., Il & FS Investsmart, Chanrai Finance Pvt. Ltd., and Lotus India AMC.

He oversees over 26 schemes worth an AuM of Rs. 2,354 cr. 

AT JM Financial Ltd he manages various fund categories. Some of the key schemes under his management are :

  • JM Core 11 Direct Plan
  • JM Large Cap Fund Direct Plan
  • JM Arbitrage Fund
  • JM Tax Gain Fund

Mr. Asit Bhandarkar

Mr. Bhandarkar is the Fund Manager at Jm Financial Ltd. 

He is an MBA in Finance from the University of Mumbai with over 15 years of experience in the financial services industry.

Prior to joining JM Financial Ltd., in 2006, he worked at Sushil Finance and Jet Age Securities as a Research Analyst. After SBI Funds Management he moved to fund management in 2003. Thereafter, he joined  Lotus India AMC as Fund Manager.

At JM Financial Mutual Fund, he manages various fund categories mostly in the Equity section. Currently, he oversees 27 schemes with an AuM of Rs. 2,454cr. Some of the funds which he manages at Jm Financial Mutual Fund are :

  • Jm Value Fund Direct Plan-Growth
  • JM Core 11 Direct Plan-Growth
  • Jm Large Cap Fund Direct Plan - Dividend Yearly
  • JM Core 11 Direct Plan Dividend.

Mr. Sanjay Chhabaria

Mr. Chhabaria is Fund Manager - Equity at JM Financial Mutual Fund Limited.

With over 20 years in equity research and fund management, he holds an in-depth knowledge of the financial services sector in India.

Mr. Chhabaria is associated with JM Financial Mutual Fund Limited for almost about 12 years.

Prior to joining JM Financial Mutual Fund Limited, he worked as Fund Manager at Lotus India AMC and Sbi Fund Management. He also has work experience as Research Analyst with IDBI Capital Markets and SMIFS Securities Ltd.

At Jm Financial he manages various funds like :

  • Jm Tax Gain Fund
  • JM Multi-cap Fund
  • JM Arbitrage Fund
  • Jm Hybrid Fund

Mr. Harish C. Kukreja

Mr. Kukreja is the Executive Director and the Head of Investor Services and Banking Operations and Settlements at Jm Financial Mutual Fund Limited. 

He has been the most powerful mind in the financial services industry with almost 4 decades of experience in the financial sector.

He is a Commerce MA holder from Delhi University 1982 batch. Additionally, he has also done his MBA in Finance from the Faculty of Management Studies in 1997. He started as a Probationary Officer in Canara Bank and later moved on to UTI Asset Management Private Limited. Besides he has been an integral part of the launch of the PAN Card Project during his tenure at UTI AMC. 

He supervises a team of Fund Managers and is also responsible for

  • investment monitoring,
  • Banking and Settlement Operations,
  • DRT & BIFR cases and
  • Investor Services, among many.

Debt Fund Managers

Mr. Vikas Agarwal

Mr. Agarwal is the Senior Vice President and Fund manager - Debt at Jm Financial Mutual Fund Limited.

He had done his PGDBM in Finance from the International School of Business and Media in 2003.

His career started at Centrum Capital Ltd. as Manager of the Fixed Income team. He moved on to joining SPA Capital Services Ltd., in 2004 as Assistant Vice President of Fixed Income.

He has been associated with Jm Financial Limited since 2007. He manages about 35 schemes with an Aum of Rs. 789 cr. 

Mr. Agarwal is responsible for managing Fixed Income Portfolios, asset allocation and credit of fixed income security bonds as well as selecting Security Portfolios.

Some of the funds he manages at JM Financial Ltd. are :

  • JM Dynamic Debt Fund Direct-Growth
  • JM Money Market Fund Direct Plan-Growth
  • Jm Dynamic Debt Fund Direct-Growth
  • Jm G-Sec Direct Plan - Dividend Monthly

Key Information about JM Financial AMC

Mutual Fund JM Financial Mutual Fund
Asset Management Company JM Financial Asset Management Company Limited
Founded 15th September 1994
Incorporated  9th June 1994
Sponsors JM Financial Ltd.
Trustee JM Financial Trustee Company Private Limited
Chairman Mr. V.P. Shetty
MD/CEO Mr. Bhanu Katoch
CIO Mr. Saravana Kumar A
Investor Service Officer Mr. Harish Kukreja
Compliance Officer Diana D’sa

 

JM Financial Contact Details

Auditors Deloitte Haskins & Sells (for AMC)
Haribhakti & Company (Internal Auditors for JM Financial MF)
S R Batliboi (LLP) 
custodians HDFC Bank Limited
Registrars Karvy Computershare Private Ltd.
Address Office B, 8th Floor CnergyAppasaheb Marathe Marg
Prabhadevi, Mumbai- 400025
Telephone Nos. 022 - 61987777
Fax Nos. 022-61987704
Email investor@jmfl.com
website JM Financial Services