JM Financial Mutual Fund – Schemes & NAV

Q: Are JM Financial Mutual Fund mutual fund's schemes safe to invest in?

Yes, JM Financial Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including JM Financial Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are JM Financial Mutual Fund mutual funds tax-free?

JM Financial Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of JM Financial Mutual Fund?

Here are some of the best-performing funds from JM Financial Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) JM Flexicap Fund 15.12% JM Aggressive Hybrid Fund 12.98% JM Value Fund 14.74% JM Focused Fund 12.02% JM Medium to Long Duration Fund 4.79%

Q: Are JM Financial Mutual Fund a good choice for long-term capital appreciation?

Yes, JM Financial Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check JM Financial Mutual Fund AMC fund performance.

Q: How can I check my JM Financial Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

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JM Financial Mutual Fund

JM Financial Asset Management Ltd. represents the Mutual Fund business of the JM Financial Ltd Group. It started operations in 1994 and is one of the oldest private sector mutual funds in the country. It has a base of over 19,000 distributors across India, covering multiple locations. JM Financial is a diversified financial services group offering Investment Banking, Mortgage Lending, Alternative and Distressed Credit and Asset Management, Wealth Management, and Securities business (Platform AWS).JM Financial Mutual Fund offers 16 mutual schemes and manages an Average AUM of Rs. 7797.05 Cr as of June 2024.

List of All JM Financial Mutual Fund

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Equity

Debt

Hybrid

ELSS

Index

Sort Return By :

3Y Return

Fund Name	Return	Risk	Cat. Avg
JM Midcap Fund Equity●Mid Cap Fund	20.34%	20.34%	-
JM Flexicap Fund Equity●Flexi Cap Fund	16.06%	16.06%	-
JM ELSS Tax Saver Fund Equity●Equity Linked Savings Scheme	15.47%	15.47%	-
JM Value Fund Equity●Value Fund	15.29%	15.29%	-
JM Aggressive Hybrid Fund Hybrid●Aggressive Hybrid Fund	14.72%	14.72%	-
JM Focused Fund Equity●Focused Fund	13.94%	13.94%	-
JM Large Cap Fund Equity●Large Cap Fund	12.33%	12.33%	-
JM Liquid Fund Debt●Liquid	6.83%	6.83%	-
JM Low Duration Fund Debt●Low Duration	6.76%	6.76%	-
JM Arbitrage Fund Hybrid●Arbitrage Fund	6.46%	6.46%	-
JM Short Duration Fund Debt●Short Duration	6.23%	6.23%	-
JM Dynamic Bond Fund Debt●Dynamic Bond	6.18%	6.18%	-
JM Overnight Fund Debt●Overnight Fund	6.14%	6.14%	-
JM Medium to Long Duration Fund Debt●Medium to Long Duration	6.06%	6.06%	-
JM Small Cap Fund Equity●Small cap Fund	-	-	-
JM Large & Mid Cap Fund Equity●Large & Mid Cap	-	-	-

Details of JM Financial Mutual Fund

Founding Date	June 9, 1994
Address	7th Floor, Cnergy, Appasaheb Marathe Marg Prabhadevi, Mumbai 400 025
Email	investor@jmfl.com
Telephone	022-61987777

Documents Required to Invest

To invest in JM Financial Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in JM Financial Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select JM Financial Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

JM Financial Mutual Fund FAQs

Q1. Are JM Financial Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are JM Financial Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of JM Financial Mutual Fund?

Fund Name	5-Year Return (%)
JM Flexicap Fund	15.12%
JM Aggressive Hybrid Fund	12.98%
JM Value Fund	14.74%
JM Focused Fund	12.02%
JM Medium to Long Duration Fund	4.79%

Q4. Are JM Financial Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my JM Financial Mutual Fund mutual funds status on Rupeezy?

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