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Table of Contents
- About JM Financial Mutual Fund
- Best Mutual Funds by JM Financial Mutual Fund
- List of Name Change in Schemes of JM Financial Mutual Fund
- JM Financial SIP Mutual Fund
- JM Financial Mutual Fund Calculator
- How to Invest in JM Financial Mutual Fund Online?
- JM Financial Mutual Fund NAV
- JM Financial Mutual Fund Account Statement
- Corporate Address
- Sponsors
Top 4 Funds
JM Financial Mutual Fund
JM Financial Mutual Fund is India’s one of the first private sector mutual fund company. This mutual fund company is a part of JM Financial Group. JM Financial Mutual Fund offers a bunch of mutual fund schemes across various types of funds to cater the diverse needs of both institutional as well as retail investors. JM Financial Group has a strong foundation in the financial services sector and has its presence for a period of more than four decades.
The objective of JM Financial Mutual Fund is to help investors in achieving their goals through prudent investment, proper fund management, and strong systems of managing risk scientifically.
| AMC | JM Financial Mutual Fund |
|---|---|
| Date of Setup | September 15, 1994 |
| AUM | INR 12072.94 crore (Jun-30-2018) |
| Chairman | Mr. V. P. Shetty |
| CEO/MD | Mr. Bhanu Katoch |
| CIO | N.A |
| Compliance Officer | Ms. Diana D'sa |
| investor Service Officer | Mr. Harish Kukreja |
| Fax | 22876297/98 |
| Tel | 022-61987777 |
| Website | www.jmfinancialmf.com |
| investor[AT]jmfl.com |
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About JM Financial Mutual Fund
JM mutual fund is one of the first private sector mutual fund companies that has its presence over two decades. The company commenced its operations in December 1994, with three mutual fund schemes, namely, JM Liquid Fund (presently JM Income Fund), JM Equity Fund, and JM Balanced Fund. The Asset Management Company or AMC that runs the JM Mutual Fund is JM Financial Asset Management Ltd. This AMC is a part of JM Financial Limited. JM Financial Limited has spread its wings in various areas of investment banking, private equity, asset reconstruction, investment advisory, and so on. JM Financial Group was founded in the year 1973 and registered under the name as JM Financial & Investment Consultancy Services.
Best Mutual Funds by JM Financial Mutual Fund
JM Financial Mutual Fund offers various mutual fund schemes under the following mutual fund categories.
Equity Funds
A mutual fund scheme whose funds are predominantly invested in equity shares of companies is known as an equity fund. Equity fund does not offer fixed returns. Some of the equity fund schemes offered by JM Financial Mutual Fund include JM Balanced Fund, JM Equity Fund, JM Basic Fund, and so on. These funds have various options like dividend option, growth option, etc., which investors can choose depending on their preference.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Multicap Fund Growth ₹107.241
↑ 1.52 ₹3,216 16.7 33.1 64.8 32 27.8 40 JM Value Fund Growth ₹107.858
↑ 1.46 ₹839 16.7 25.6 63.4 31.2 29 47.7 JM Core 11 Fund Growth ₹20.5275
↑ 0.20 ₹132 9.6 20.2 46.9 24.1 19.4 32.9 JM Tax Gain Fund Growth ₹50.0401
↑ 0.76 ₹161 14.5 27.3 48.8 24 24.6 30.9 JM Large Cap Fund Growth ₹165.782
↑ 2.74 ₹234 10.6 20.5 45.1 22 19.9 29.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
Debt Funds
Debt fund is a category or mutual fund scheme that invests its predominant stake in Fixed Income securities. The Underlying securities forming part of the debt funds include Bonds, government securities, and money market instruments. The aim of these funds is to provide a regular and steady returns to the investors by Investing in debt instruments. Some of the mutual fund schemes offered by JM Financial Mutual Fund under the debt fund category include JM Floater Long Term Fund, JM G-Sec Fund, JM Income Fund, JM Money Manager Fund, and JM Short Term Fund.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity JM Liquid Fund Growth ₹66.8763
↑ 0.01 ₹2,358 1.7 3.6 7.2 5.8 7 7.25% 1M 21D 1M 25D JM Dynamic Debt Fund Growth ₹38.4462
↑ 0.04 ₹42 2.7 4.2 7.1 5.4 6.3 7.12% 6Y 2M 16D 9Y 2M 21D JM Ultra Short Duration Fund Growth ₹26.7173
↑ 0.00 ₹35 4.5 6.4 5.3 4.3 3.37% 4M 7D 4M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
Hybrid Funds
Hybrid funds or Balanced funds refer to the mutual fund scheme that invests its accumulated funds in a combination of equity and debt instruments. These funds are good option for people seeking Capital appreciation along with regular inflow of income. JM Financial Mutual Fund offers JM Balanced Fund under the balanced category. This scheme was launched on April 01, 1995. The risk appetite of JM Balanced Fund is moderately high. The performance of JM Balanced Fund is tabulated as follows.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Arbitrage Fund Growth ₹30.7963
↑ 0.00 ₹152 1.8 3.5 7.4 5.4 4.4 6.6 JM Equity Hybrid Fund Growth ₹126.94
↑ 1.46 ₹384 12.1 23.2 53.3 25.1 26.1 33.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Jul 24
(Erstwhile JM High Liquidity Fund) To provide income by way of dividend (dividend plans) and capital gains (growth plan) through investing in debt and money market instruments. JM Liquid Fund is a Debt - Liquid Fund fund was launched on 31 Dec 97. It is a fund with Low risk and has given a Below is the key information for JM Liquid Fund Returns up to 1 year are on (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 Below is the key information for JM Large Cap Fund Returns up to 1 year are on (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 Below is the key information for JM Multicap Fund Returns up to 1 year are on (Erstwhile JM Balanced Fund) To provide steady current income as well as long term growth of capital. JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Equity Hybrid Fund Returns up to 1 year are on 1. JM Liquid Fund
CAGR/Annualized return of 7.4% since its launch. Ranked 3 in Liquid Fund category. Return for 2023 was 7% , 2022 was 4.8% and 2021 was 3.3% . JM Liquid Fund
Growth Launch Date 31 Dec 97 NAV (26 Jul 24) ₹66.8763 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹2,358 on 30 Jun 24 Category Debt - Liquid Fund AMC JM Financial Asset Management Limited Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.25 Sharpe Ratio 2.04 Information Ratio -5.08 Alpha Ratio -0.11 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.25% Effective Maturity 1 Month 25 Days Modified Duration 1 Month 21 Days Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹10,530 30 Jun 21 ₹10,865 30 Jun 22 ₹11,257 30 Jun 23 ₹11,971 30 Jun 24 ₹12,835 Returns for JM Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jul 24 Duration Returns 1 Month 0.6% 3 Month 1.7% 6 Month 3.6% 1 Year 7.2% 3 Year 5.8% 5 Year 5.1% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 7% 2022 4.8% 2021 3.3% 2020 4% 2019 6.6% 2018 7.4% 2017 6.7% 2016 7.7% 2015 8.4% 2014 9.1% Fund Manager information for JM Liquid Fund
Name Since Tenure Gurvinder Wasan 3 Apr 24 0.24 Yr. Naghma Khoja 21 Oct 21 2.7 Yr. Ruchi Fozdar 3 Apr 24 0.24 Yr. Data below for JM Liquid Fund as on 30 Jun 24
Asset Allocation
Asset Class Value Cash 99.79% Other 0.21% Debt Sector Allocation
Sector Value Cash Equivalent 58.93% Corporate 36.75% Government 4.11% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Treps-Triparty Repo
CBLO/Reverse Repo | -9% ₹219 Cr 00 Bank Of Baroda
Certificate of Deposit | -3% ₹74 Cr 1,500
↑ 1,500 91 DTB 08082024
Sovereign Bonds | -3% ₹70 Cr 7,000,000 Hdb Financial Services Limited
Debentures | -2% ₹58 Cr 500
↑ 500 91 DTB 15082024
Sovereign Bonds | -2% ₹52 Cr 5,200,000 Axis Finance Limited
Commercial Paper | -2% ₹50 Cr 1,000
↑ 1,000 Kotak Securities Limited
Commercial Paper | -2% ₹50 Cr 1,000 Axis Bank Limited
Certificate of Deposit | -2% ₹50 Cr 1,000 HDFC Bank Limited
Certificate of Deposit | -2% ₹50 Cr 1,000 Bank Of Baroda
Certificate of Deposit | -2% ₹50 Cr 1,000 2. JM Large Cap Fund
CAGR/Annualized return of 10% since its launch. Ranked 73 in Large Cap category. Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (26 Jul 24) ₹165.782 ↑ 2.74 (1.68 %) Net Assets (Cr) ₹234 on 30 Jun 24 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.51 Sharpe Ratio 2.79 Information Ratio 0.77 Alpha Ratio 12.34 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.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,822 30 Jun 21 ₹13,187 30 Jun 22 ₹13,289 30 Jun 23 ₹16,422 30 Jun 24 ₹23,909 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jul 24 Duration Returns 1 Month 3.3% 3 Month 10.6% 6 Month 20.5% 1 Year 45.1% 3 Year 22% 5 Year 19.9% 10 Year 15 Year Since launch 10% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Satish Ramanathan 20 Aug 21 2.87 Yr. Asit Bhandarkar 5 Oct 17 6.74 Yr. Gurvinder Wasan 1 Dec 22 1.58 Yr. Data below for JM Large Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 22.13% Basic Materials 17.28% Industrials 12.16% Technology 12.07% Consumer Cyclical 11.95% Utility 7.32% Energy 6.6% Communication Services 3.89% Health Care 2.94% Consumer Defensive 1.05% Asset Allocation
Asset Class Value Cash 2.61% Equity 97.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK7% ₹16 Cr 97,172
↑ 38,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN5% ₹12 Cr 138,397
↑ 41,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 24 | TCS5% ₹11 Cr 29,150
↑ 23,400 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY5% ₹11 Cr 67,898
↑ 39,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT5% ₹11 Cr 29,807 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 23 | GRASIM4% ₹10 Cr 37,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE4% ₹9 Cr 27,500
↑ 7,500 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 24 | AXISBANK4% ₹8 Cr 66,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK3% ₹8 Cr 64,087 Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Mar 24 | AMBUJACEM3% ₹7 Cr 110,000
↑ 47,000 3. JM Multicap Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 16 in Multi Cap category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (26 Jul 24) ₹107.241 ↑ 1.52 (1.44 %) Net Assets (Cr) ₹3,216 on 30 Jun 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio 3.68 Information Ratio 2.23 Alpha Ratio 20.2 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.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,452 30 Jun 21 ₹14,385 30 Jun 22 ₹15,018 30 Jun 23 ₹19,854 30 Jun 24 ₹32,602 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jul 24 Duration Returns 1 Month 3.7% 3 Month 16.7% 6 Month 33.1% 1 Year 64.8% 3 Year 32% 5 Year 27.8% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Satish Ramanathan 20 Aug 21 2.87 Yr. Gurvinder Wasan 1 Dec 22 1.58 Yr. Chaitanya Choksi 31 Dec 21 2.5 Yr. Data below for JM Multicap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 22.9% Financial Services 22.11% Consumer Cyclical 14.84% Basic Materials 12.91% Technology 6.75% Health Care 5.16% Communication Services 3.64% Energy 3.61% Consumer Defensive 2.7% Utility 1.87% Real Estate 1.5% Asset Allocation
Asset Class Value Cash 2.02% Equity 97.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK5% ₹175 Cr 1,040,500
↑ 540,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK3% ₹106 Cr 880,800
↑ 55,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹91 Cr 1,075,000
↑ 75,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY3% ₹89 Cr 567,750
↑ 300,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M3% ₹86 Cr 300,000
↑ 25,000 Blue Star Ltd (Industrials)
Equity, Since 31 Jan 23 | BLUESTARCO3% ₹85 Cr 518,881
↑ 77,500 Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Jun 24 | TEXRAIL2% ₹79 Cr 3,168,573
↑ 3,168,573 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT2% ₹78 Cr 220,231
↑ 17,500 Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | GRASIM2% ₹77 Cr 289,000
↑ 50,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL2% ₹74 Cr 515,000
↑ 50,000 4. JM Equity Hybrid Fund
CAGR/Annualized return of 13.1% since its launch. Ranked 35 in Hybrid Equity category. Return for 2023 was 33.8% , 2022 was 8.1% and 2021 was 22.9% . JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (26 Jul 24) ₹126.94 ↑ 1.46 (1.16 %) Net Assets (Cr) ₹384 on 30 Jun 24 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 3.58 Information Ratio 1.56 Alpha Ratio 24.68 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.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,704 30 Jun 21 ₹14,904 30 Jun 22 ₹14,866 30 Jun 23 ₹18,628 30 Jun 24 ₹28,929 Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Jul 24 Duration Returns 1 Month 2.5% 3 Month 12.1% 6 Month 23.2% 1 Year 53.3% 3 Year 25.1% 5 Year 26.1% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.8% 2022 8.1% 2021 22.9% 2020 30.5% 2019 -8.1% 2018 1.7% 2017 18.5% 2016 3% 2015 -0.2% 2014 33.4% Fund Manager information for JM Equity Hybrid Fund
Name Since Tenure Asit Bhandarkar 31 Dec 21 2.5 Yr. Gurvinder Wasan 1 Dec 22 1.58 Yr. Chaitanya Choksi 20 Aug 21 2.87 Yr. Data below for JM Equity Hybrid Fund as on 30 Jun 24
Asset Allocation
Asset Class Value Cash 4.11% Equity 76.34% Debt 19.55% Equity Sector Allocation
Sector Value Industrials 15.52% Financial Services 13.92% Consumer Cyclical 12.91% Technology 10.79% Basic Materials 6.87% Health Care 6.22% Consumer Defensive 4.63% Communication Services 2.07% Energy 1.72% Real Estate 1.66% Debt Sector Allocation
Sector Value Government 12.09% Corporate 7.46% Cash Equivalent 4.11% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -6% ₹23 Cr 2,300,000
↑ 1,800,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹17 Cr 100,000
↑ 100,000 7.18% Govt Stock 2037
Sovereign Bonds | -4% ₹14 Cr 1,350,000
↑ 600,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY3% ₹13 Cr 85,000
↑ 50,950 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK3% ₹10 Cr 86,000
↓ -6,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 24 | VBL3% ₹10 Cr 60,000
↑ 10,000 Voltas Ltd (Industrials)
Equity, Since 31 Oct 23 | VOLTAS2% ₹10 Cr 65,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002952% ₹9 Cr 200,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 24 | NAVINFLUOR2% ₹9 Cr 24,052
↑ 3,052 GE T&D India Ltd (Industrials)
Equity, Since 30 Nov 23 | GET&D2% ₹8 Cr 55,272
↓ -10,778
List of Name Change in Schemes of JM Financial Mutual Fund
After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended Mutual Funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before investing in a scheme.
Here is a list of JM Financial schemes that got new names:
| Existing Scheme Name | New Scheme Name |
|---|---|
| JM Arbitrage Advantage Fund | JM Arbitrage Fund |
| JM Floater Long Term Fund | JM Dynamic Debt Fund |
| JM Balanced Fund | JM Equity Hybrid Fund |
| JM Equity Fund | JM Large cap fund |
| JM High liquidity Fund | JM Liquid Fund |
| JM Multi Strategy Fund | JM Multicap Fund |
| JM Money Manager Fund | JM Ultra Short Duration Fund |
| JM Basic Fund | JM value fund |
*Note-The list will be updated as and when we get an insight about the changes in the scheme names.
JM Financial SIP Mutual Fund
SIP or Systematic Investment plan is an investment mode in a mutual fund scheme where individuals deposit money in small amounts at regular intervals in the fund scheme. One of the advantages of SIP is that since individuals need to invest in small amounts, it does not pinch their pockets. JM Financial Mutual Fund offers SIP option in most of the fund schemes offered. SIP investing has a lot of benefits which include compounding, instilling a habit of disciplined savings, and much more.
JM Financial Mutual Fund Calculator
Most of the mutual fund companies have a mutual fund calculator or sip calculator that helps individuals to determine their present investment amount(the SIP amount) for accomplishing a future objective (buying a house, car, education of a child etc). The SIP calculator considers an individual’s age, income, financial commitments and other parameters to determine the present savings amount. In addition, numerous independent portals that deal in mutual fund distribution also have a mutual fund calculator to help their customers to calculate the SIP amount required to achieve a goal.
Know Your Monthly SIP Amount
How to Invest in JM Financial Mutual Fund Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
JM Financial Mutual Fund NAV
JM Financial Mutual Fund’s NAV or Net Asset Value is available on the AMFI website. In addition, one can find the latest NAV on the Asset Management Company’s or AMC’s website. You can also check for the historical NAV of the JM Financial Mutual Fund on the AMFI website.
JM Financial Mutual Fund Account Statement
Mutual fund account statement is a statement that shows the mutual fund investment transactions performed by an individual. Individuals who have invested in JM Financial Mutual Fund directly through the company can log in to the AMC’s website to view their Account Statement. Instead, individuals who have invested in mutual funds through independent portals need to login on the respective portals and check their mutual fund account statement.
Corporate Address
Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025.
Sponsors
JM Financial Limited
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.
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