JM Financial Mutual Fund
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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 15 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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Details of JM Financial Mutual Fund

Founding DateJune 9, 1994
AddressOffice B,8th Floor, Cnergy,AppasahebMarathe Marg,prabhadevi,Mumbai - 400 025.
Emailinvestor@jmfl.com
Telephone022-61987777

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

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