5 Best JM Financial SIP Funds 2023

1. JM Value Fund

(Erstwhile JM Basic Fund)

The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus.

JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 15 in Value category.  Return for 2022 was 5.3% , 2021 was 36.3% and 2020 was 13.4% .

Below is the key information for JM Value Fund

2. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 16 in Multi Cap category.  Return for 2022 was 7.8% , 2021 was 32.9% and 2020 was 11.4% .

Below is the key information for JM Multicap Fund

3. JM Tax Gain Fund

The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.2% since its launch.  Ranked 18 in ELSS category.  Return for 2022 was 0.5% , 2021 was 32.2% and 2020 was 18.3% .

Below is the key information for JM Tax Gain Fund

4. JM Core 11 Fund

The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies.

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of 2.4% since its launch.  Ranked 18 in Large Cap category.  Return for 2022 was 7.1% , 2021 was 16.3% and 2020 was 6.3% .

Below is the key information for JM Core 11 Fund

5. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.9% since its launch.  Ranked 73 in Large Cap category.  Return for 2022 was 3.4% , 2021 was 23.2% and 2020 was 18.1% .

Below is the key information for JM Large Cap Fund