fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
5 Best JM Financial SIP Funds 2024 | Best SIP Funds

Fincash » JM Financial Mutual Fund » Best JM Financial SIP Funds

5 Best JM Financial SIP Funds 2024

Updated on February 19, 2024 , 980 views

JM Financial SIP is an efficient way to invest in Mutual Funds. A SIP is a method of Investing a fixed sum, on a regular Basis, in a Mutual Fund scheme. It is similar to regular saving schemes like a Recurring deposit. Here, you can invest a small sum of money at a stipulated interval. SIP helps you achieve long-term Financial goals even with a small amount invested monthly. An investor can invest as little as INR 500 with periodic intervals of investments such as monthly/ quarterly. It is this simple and affordable. Investors who want to invest in equities, the Systematic Investment plan is an ideal way to invest through. SIP tends to balance the pitfalls of equity investments.

Why Invest in JM Financial SIP Funds?

Some of the Benefits of SIP are:

Investors who are keen to invest in a SIP, here are the best JM Financial SIP Funds to invest in Equity Funds. These funds have have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns and other information ratios, etc.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Best JM Financial SIP Mutual Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Value Fund Growth ₹87.5388
↓ -0.62
₹499 500 18.529.959.427.324.347.7
JM Multicap Fund Growth ₹85.2604
↓ -0.41
₹1,438 500 2029.554.425.823.940
JM Tax Gain Fund Growth ₹40.3296
↓ -0.24
₹115 500 14.421.240.619.720.830.9
JM Core 11 Fund Growth ₹17.5902
↓ -0.15
₹87 500 14.822.84419.315.632.9
JM Large Cap Fund Growth ₹142.625
↓ -1.06
₹81 500 20.427.139.819.217.229.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24

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 17% since its launch.  Ranked 15 in Value category.  Return for 2023 was 47.7% , 2022 was 5.3% and 2021 was 36.3% .

Below is the key information for JM Value Fund

JM Value Fund
Growth
Launch Date 2 Jun 97
NAV (21 Feb 24) ₹87.5388 ↓ -0.62   (-0.70 %)
Net Assets (Cr) ₹499 on 31 Jan 24
Category Equity - Value
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 3.48
Information Ratio 1.54
Alpha Ratio 23.63
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,668
31 Jan 21₹12,825
31 Jan 22₹17,554
31 Jan 23₹18,442
31 Jan 24₹29,608

JM Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for JM Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 2.6%
3 Month 18.5%
6 Month 29.9%
1 Year 59.4%
3 Year 27.3%
5 Year 24.3%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2023 47.7%
2022 5.3%
2021 36.3%
2020 13.4%
2019 11.9%
2018 -11.2%
2017 44.6%
2016 12.1%
2015 3.5%
2014 52.4%
Fund Manager information for JM Value Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.45 Yr.
Asit Bhandarkar11 Dec 0617.15 Yr.
Gurvinder Wasan1 Dec 221.17 Yr.

Data below for JM Value Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services20.41%
Industrials18.4%
Consumer Cyclical13.86%
Basic Materials13.03%
Technology8.61%
Consumer Defensive5.72%
Utility5.22%
Health Care5.1%
Real Estate4.35%
Energy2.63%
Communication Services0.89%
Asset Allocation
Asset ClassValue
Cash1.79%
Equity98.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | NTPC
4%₹15 Cr467,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
3%₹14 Cr40,000
REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | RECLTD
3%₹13 Cr321,300
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | ITC
3%₹13 Cr284,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | HEROMOTOCO
3%₹12 Cr30,000
↑ 30,000
Sobha Ltd (Real Estate)
Equity, Since 30 Sep 23 | SOBHA
3%₹12 Cr122,820
↑ 10,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
3%₹12 Cr69,605
Spandana Sphoorty Financial Ltd (Financial Services)
Equity, Since 31 Dec 23 | 542759
3%₹11 Cr97,500
↑ 97,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
3%₹11 Cr108,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 May 23 | JYOTHYLAB
2%₹10 Cr210,000

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 14.9% since its launch.  Ranked 16 in Multi Cap category.  Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (21 Feb 24) ₹85.2604 ↓ -0.41   (-0.48 %)
Net Assets (Cr) ₹1,438 on 31 Jan 24
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 3.24
Information Ratio 1.57
Alpha Ratio 16.08
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹12,158
31 Jan 21₹13,270
31 Jan 22₹17,981
31 Jan 23₹18,803
31 Jan 24₹28,337

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 6.9%
3 Month 20%
6 Month 29.5%
1 Year 54.4%
3 Year 25.8%
5 Year 23.9%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
2014 56%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.45 Yr.
Gurvinder Wasan1 Dec 221.17 Yr.
Chaitanya Choksi31 Dec 212.09 Yr.

Data below for JM Multicap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services26.05%
Industrials15.69%
Consumer Cyclical13.27%
Basic Materials11.09%
Utility7.11%
Health Care5.58%
Consumer Defensive5.16%
Technology4.21%
Real Estate2.88%
Energy2.35%
Communication Services1.76%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity95.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 22 | BANKBARODA
7%₹82 Cr3,543,947
↑ 2,031,947
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
6%₹72 Cr1,115,700
↑ 515,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
4%₹47 Cr473,800
↑ 20,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
4%₹45 Cr265,500
↑ 50,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
4%₹45 Cr126,231
↑ 16,500
NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | NTPC
3%₹42 Cr1,345,000
↑ 705,000
HEG Ltd (Industrials)
Equity, Since 30 Nov 23 | HEG
3%₹34 Cr179,939
↑ 167,441
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
3%₹34 Cr218,750
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 21 | ULTRACEMCO
3%₹34 Cr32,050
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | HEROMOTOCO
2%₹31 Cr74,000
↑ 74,000

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 9.2% since its launch.  Ranked 18 in ELSS category.  Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (21 Feb 24) ₹40.3296 ↓ -0.24   (-0.59 %)
Net Assets (Cr) ₹115 on 31 Jan 24
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 2.49
Information Ratio 0.24
Alpha Ratio 10.02
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,915
31 Jan 21₹13,493
31 Jan 22₹18,162
31 Jan 23₹17,858
31 Jan 24₹25,150

JM Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for JM Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 3.3%
3 Month 14.4%
6 Month 21.2%
1 Year 40.6%
3 Year 19.7%
5 Year 20.8%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.9%
2022 0.5%
2021 32.2%
2020 18.3%
2019 14.9%
2018 -4.6%
2017 42.6%
2016 5.2%
2015 -0.6%
2014 54.9%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Asit Bhandarkar31 Dec 212.08 Yr.
Gurvinder Wasan1 Dec 221.17 Yr.
Chaitanya Choksi18 Jul 149.55 Yr.

Data below for JM Tax Gain Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services29.07%
Industrials16.28%
Consumer Cyclical13.89%
Technology12.89%
Basic Materials11.55%
Consumer Defensive6.76%
Health Care3.21%
Communication Services1.82%
Real Estate1.55%
Utility1.51%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
5%₹6 Cr55,475
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
5%₹5 Cr14,300
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
4%₹5 Cr27,881
↑ 3,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 14 | ULTRACEMCO
4%₹4 Cr4,150
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | PFC
4%₹4 Cr111,625
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | TRENT
3%₹3 Cr11,346
Bank of Baroda (Financial Services)
Equity, Since 30 Sep 22 | BANKBARODA
3%₹3 Cr148,000
↑ 50,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 23 | THERMAX
3%₹3 Cr10,500
↑ 10,500
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | JYOTHYLAB
3%₹3 Cr61,750
↓ -9,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹3 Cr45,400

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 3.6% since its launch.  Ranked 18 in Large Cap category.  Return for 2023 was 32.9% , 2022 was 7.1% and 2021 was 16.3% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (21 Feb 24) ₹17.5902 ↓ -0.15   (-0.82 %)
Net Assets (Cr) ₹87 on 31 Jan 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.48
Sharpe Ratio 2.71
Information Ratio 0
Alpha Ratio 12.39
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,405
31 Jan 21₹11,460
31 Jan 22₹14,062
31 Jan 23₹14,375
31 Jan 24₹20,755

JM Core 11 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for JM Core 11 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 3.1%
3 Month 14.8%
6 Month 22.8%
1 Year 44%
3 Year 19.3%
5 Year 15.6%
10 Year
15 Year
Since launch 3.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.9%
2022 7.1%
2021 16.3%
2020 6.3%
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
2014 51.3%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Asit Bhandarkar25 Feb 0914.94 Yr.
Gurvinder Wasan1 Dec 221.17 Yr.
Chaitanya Choksi18 Jul 149.55 Yr.

Data below for JM Core 11 Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical30.12%
Financial Services18.77%
Basic Materials12.57%
Technology9.85%
Industrials9.72%
Real Estate5.55%
Utility4.67%
Consumer Defensive4.04%
Health Care2.6%
Asset Allocation
Asset ClassValue
Cash2.12%
Equity97.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank of Baroda (Financial Services)
Equity, Since 30 Sep 22 | BANKBARODA
5%₹4 Cr185,000
↑ 85,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 23 | NTPC
5%₹4 Cr120,000
↑ 120,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | HEROMOTOCO
5%₹4 Cr9,000
↑ 9,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
5%₹4 Cr70,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Nov 21 | ULTRACEMCO
4%₹3 Cr3,300
↑ 600
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | ITC
4%₹3 Cr70,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | SCHAEFFLER
4%₹3 Cr10,000
↑ 3,500
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | POWERINDIA
4%₹3 Cr6,000
↑ 500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK
4%₹3 Cr31,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 23 | THERMAX
4%₹3 Cr10,000
↑ 10,000

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 9.6% since its launch.  Ranked 73 in Large Cap category.  Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (21 Feb 24) ₹142.625 ↓ -1.06   (-0.74 %)
Net Assets (Cr) ₹81 on 31 Jan 24
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.04
Information Ratio 0.26
Alpha Ratio 7.28
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,484
31 Jan 21₹12,246
31 Jan 22₹15,194
31 Jan 23₹15,696
31 Jan 24₹21,482

JM Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for JM Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 5%
3 Month 20.4%
6 Month 27.1%
1 Year 39.8%
3 Year 19.2%
5 Year 17.2%
10 Year
15 Year
Since launch 9.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.6%
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.45 Yr.
Asit Bhandarkar5 Oct 176.33 Yr.
Gurvinder Wasan1 Dec 221.17 Yr.

Data below for JM Large Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services27.52%
Basic Materials17.02%
Consumer Cyclical12.24%
Industrials10.49%
Technology8.9%
Utility8.52%
Consumer Defensive6.06%
Real Estate2.95%
Health Care1.59%
Asset Allocation
Asset ClassValue
Cash4.7%
Equity95.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | NTPC
6%₹4 Cr142,700
↑ 23,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Nov 22 | ULTRACEMCO
6%₹4 Cr4,125
Bank of Baroda (Financial Services)
Equity, Since 30 Nov 22 | BANKBARODA
6%₹4 Cr184,250
↑ 45,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
6%₹4 Cr65,897
↑ 26,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
6%₹4 Cr24,572
↓ -2,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT
6%₹4 Cr11,557
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
5%₹3 Cr22,398
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
4%₹3 Cr62,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 23 | TATASTEEL
4%₹3 Cr215,000
↑ 215,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹3 Cr29,137
↓ -16,750

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in JM Mutual Fund SIP Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT