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10 ਸਰਵੋਤਮ ਜੇਐਮ ਵਿੱਤੀ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ 2022
ਜੇਐਮ ਵਿੱਤੀ ਮਿਉਚੁਅਲ ਫੰਡ ਵੱਖ-ਵੱਖ ਫੰਡਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ ਜੋ ਵਿਅਕਤੀਗਤ ਅਤੇ ਇਸਦੇ ਸੰਸਥਾਗਤ ਨਿਵੇਸ਼ਕਾਂ ਦੋਵਾਂ ਦੀਆਂ ਵਿਭਿੰਨ ਲੋੜਾਂ ਨੂੰ ਪੂਰਾ ਕਰਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਇਕੁਇਟੀ, ਕਰਜ਼ੇ, ਆਰਬਿਟਰੇਜ, ਹਾਈਬ੍ਰਿਡ ਅਤੇ ਵਰਗੇ ਵਿਕਲਪਾਂ ਵਿੱਚੋਂ ਚੋਣ ਕਰ ਸਕਦੇ ਹਨਤਰਲ ਫੰਡ.
ਨਾਲਨਿਵੇਸ਼ ਵਿੱਚਇਕੁਇਟੀ ਫੰਡ, ਨਿਵੇਸ਼ਕ ਲੰਬੇ ਸਮੇਂ ਦੀ ਦੌਲਤ ਸਿਰਜਣਾ ਦਾ ਟੀਚਾ ਰੱਖ ਸਕਦੇ ਹਨ।ਕਰਜ਼ਾ ਫੰਡ ਨਿਯਮਤ ਅਤੇ ਸਥਿਰ ਲਈ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹਨਆਮਦਨ. ਅਤੇ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇਹਾਈਬ੍ਰਿਡ ਫੰਡ, ਨਿਵੇਸ਼ਕ ਕਰਜ਼ੇ ਅਤੇ ਇਕੁਇਟੀ ਦੋਵਾਂ ਦੇ ਲਾਭ ਲੈ ਸਕਦੇ ਹਨ, ਕਿਉਂਕਿ ਇਹ ਫੰਡ ਦੋਵਾਂ ਸਾਧਨਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਫੰਡ ਹਾਊਸ ਦਾ ਉਦੇਸ਼ ਜੋਖਮ ਨੂੰ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਢੰਗ ਨਾਲ ਪ੍ਰਬੰਧਨ ਕਰਨਾ ਹੈ ਤਾਂ ਜੋ ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਨਿਵੇਸ਼ਾਂ ਦਾ ਵੱਧ ਤੋਂ ਵੱਧ ਲਾਭ ਲੈ ਸਕਣ। ਹੇਠਾਂ ਦਿੱਤੇ ਚੋਟੀ ਦੇ 10 ਸਭ ਤੋਂ ਵਧੀਆ ਜੇਐਮ ਵਿੱਤੀ ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਜਿੱਥੇ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹੋ ਅਤੇ ਚੰਗਾ ਮੁਨਾਫਾ ਕਮਾ ਸਕਦੇ ਹੋ।
ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
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ਜੇਐਮ ਵਿੱਤੀ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੋ?
- ਇਸ ਨੂੰ CRISIL AAAmfs ਦਾ ਦਰਜਾ ਦਿੱਤਾ ਗਿਆ ਹੈ।
- ਕਿਉਂਕਿ ਫੰਡ ਹਾਊਸ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ ਏਰੇਂਜ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਵਿੱਚ, ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ ਅਤੇ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਪੂਰਾ ਕਰ ਸਕਦੇ ਹਨ।
- ਵੱਖ-ਵੱਖ ਜੋਖਮਾਂ ਵਾਲੇ ਨਿਵੇਸ਼ਕ JM ਵਿੱਤੀ MF ਨਾਲ ਆਪਣੇ ਨਿਵੇਸ਼ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ।
- ਨਿਵੇਸ਼ਕ ਜੋ ਟੈਕਸ ਬਚਤ ਲਈ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਜੇਐਮ ਵਿੱਤੀ ਪੇਸ਼ਕਸ਼ਾਂਟੈਕਸ ਸੇਵਿੰਗ ਸਕੀਮ ਜਿਸ ਦੁਆਰਾ ਜਾਣਿਆ ਜਾਂਦਾ ਹੈ
ਜੇਐਮ ਟੈਕਸ ਲਾਭ ਫੰਡ. ਕੋਈ ਉਨ੍ਹਾਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈਟੈਕਸ ਅਧੀਨਸਕਿੰਟ 80C.
ਵਧੀਆ ਜੇਐਮ ਵਿੱਤੀ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2023 (%) JM Liquid Fund Growth ₹70.5119
↑ 0.01 ₹2,806 5,000 500 1.8 3.5 7.2 6.8 5.4 7.4 7.2 JM Dynamic Debt Fund Growth ₹41.6699
↓ -0.03 ₹45 5,000 500 4.2 6.2 11.3 7.5 6.4 6.8 8 JM Multicap Fund Growth ₹93.9992
↓ -0.49 ₹5,263 5,000 500 -2.5 -9.9 1.9 23.5 26.9 14.5 33.3 JM Value Fund Growth ₹91.7836
↓ -1.11 ₹988 5,000 500 -1.9 -11 -0.8 23.2 28 16.4 25.1 JM Core 11 Fund Growth ₹18.5921
↓ -0.05 ₹247 5,000 500 -2.5 -8.6 -1.7 18.1 20.4 3.7 24.3 JM Ultra Short Duration Fund Growth ₹26.7173
↑ 0.00 ₹35 5,000 500 4.5 6.4 5.3 4.3 5.7 7.3 JM Tax Gain Fund Growth ₹45.1813
↓ -0.30 ₹184 500 500 -1.8 -8.8 3.2 18.6 25.3 9.2 29 JM Arbitrage Fund Growth ₹32.3405
↑ 0.02 ₹187 5,000 500 1.6 3.3 6.8 6.3 4.8 6.4 7.2 JM Large Cap Fund Growth ₹145.64
↓ -0.35 ₹491 5,000 500 -0.3 -7.7 -2.1 15.1 18 9.3 15.1 JM Equity Hybrid Fund Growth ₹115.376
↓ -0.55 ₹768 5,000 500 -0.3 -7.3 1.7 20.5 26.4 12.5 27 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 May 25
(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 Floater Long Term Fund) The scheme Objective is to provide regular income and capital appreciation through investment in Floating Rate debt Instruments, fixed rate debt instruments swapped for floating rate returns and also fixed rate instruments and money market instruments. JM Dynamic Debt Fund is a Debt - Dynamic Bond fund was launched on 25 Jun 03. It is a fund with Moderately Low risk and has given a Below is the key information for JM Dynamic Debt 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 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 Below is the key information for JM Value Fund Returns up to 1 year are on 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 Below is the key information for JM Core 11 Fund Returns up to 1 year are on (Erstwhile JM Money Manager Fund) To generate stable long term returns with low risk strategy and capital appreciation/accretion through investments in debt instruments and related securities besides preservation of capital. JM Ultra Short Duration Fund is a Debt - Low Duration fund was launched on 27 Sep 06. It is a fund with Moderately Low risk and has given a Below is the key information for JM Ultra Short Duration Fund Returns up to 1 year are on 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 Below is the key information for JM Tax Gain Fund Returns up to 1 year are on (Erstwhile JM Arbitrage Advantage Fund) The primary investment objective of the scheme is to generate income through arbitrage opportunities emerging out of mis-pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments. JM Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 18 Jul 06. It is a fund with Moderately Low risk and has given a Below is the key information for JM Arbitrage 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 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 2024 was 7.2% , 2023 was 7% and 2022 was 4.8% . JM Liquid Fund
Growth Launch Date 31 Dec 97 NAV (01 May 25) ₹70.5119 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹2,806 on 31 Mar 25 Category Debt - Liquid Fund AMC JM Financial Asset Management Limited Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.25 Sharpe Ratio 2.58 Information Ratio -3.16 Alpha Ratio -0.19 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.13% Effective Maturity 1 Month 13 Days Modified Duration 1 Month 10 Days Sub Cat. Liquid Fund Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹10,330 30 Apr 22 ₹10,685 30 Apr 23 ₹11,314 30 Apr 24 ₹12,128 30 Apr 25 ₹12,998 Returns for JM Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month 0.6% 3 Month 1.8% 6 Month 3.5% 1 Year 7.2% 3 Year 6.8% 5 Year 5.4% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 7.2% 2022 7% 2021 4.8% 2020 3.3% 2019 4% 2018 6.6% 2017 7.4% 2016 6.7% 2015 7.7% 2014 8.4% Fund Manager information for JM Liquid Fund
Name Since Tenure Killol Pandya 5 Nov 24 0.4 Yr. Naghma Khoja 21 Oct 21 3.44 Yr. Ruchi Fozdar 3 Apr 24 0.99 Yr. Data below for JM Liquid Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 99.78% Other 0.22% Debt Sector Allocation
Sector Value Cash Equivalent 74.09% Corporate 25.61% Government 0.08% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ccil
CBLO/Reverse Repo | -8% ₹302 Cr 302,360
↑ 302,360 182 DTB 19062025
Sovereign Bonds | -4% ₹148 Cr 15,000,000
↓ -7,500,000 91 Days Tbill Red 19-06-2025
Sovereign Bonds | -4% ₹127 Cr 12,800,000 ICICI Bank Limited
Certificate of Deposit | -3% ₹125 Cr 12,500,000
↑ 12,500,000 Punjab National Bank ** #
Certificate of Deposit | -3% ₹124 Cr 12,500,000 Punjab National Bank
Certificate of Deposit | -3% ₹99 Cr 10,000,000 HDFC Bank Limited
Certificate of Deposit | -3% ₹99 Cr 10,000,000 182 DTB 05062025
Sovereign Bonds | -3% ₹99 Cr 10,000,000 Hindustan Petroleum Corp Ltd.
Commercial Paper | -3% ₹99 Cr 10,000,000
↑ 10,000,000 Icici Securities Limited (Earlier Icici Brokerage Services Limited)
Commercial Paper | -3% ₹99 Cr 10,000,000 2. JM Dynamic Debt Fund
CAGR/Annualized return of 6.8% since its launch. Ranked 25 in Dynamic Bond category. Return for 2024 was 8% , 2023 was 6.3% and 2022 was 3.8% . JM Dynamic Debt Fund
Growth Launch Date 25 Jun 03 NAV (30 Apr 25) ₹41.6699 ↓ -0.03 (-0.06 %) Net Assets (Cr) ₹45 on 31 Mar 25 Category Debt - Dynamic Bond AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.42 Sharpe Ratio 0.73 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.87% Effective Maturity 10 Years 5 Months 7 Days Modified Duration 6 Years 10 Months 22 Days Sub Cat. Dynamic Bond Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹10,668 30 Apr 22 ₹10,988 30 Apr 23 ₹11,616 30 Apr 24 ₹12,266 30 Apr 25 ₹13,658 Returns for JM Dynamic Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month 2.1% 3 Month 4.2% 6 Month 6.2% 1 Year 11.3% 3 Year 7.5% 5 Year 6.4% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 8% 2022 6.3% 2021 3.8% 2020 2.7% 2019 7.8% 2018 6.2% 2017 7.4% 2016 7.5% 2015 8.3% 2014 9% Fund Manager information for JM Dynamic Debt Fund
Name Since Tenure Killol Pandya 5 Nov 24 0.4 Yr. Naghma Khoja 3 Apr 24 0.99 Yr. Ruchi Fozdar 3 Apr 24 0.99 Yr. Data below for JM Dynamic Debt Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 4.29% Debt 95.44% Other 0.27% Debt Sector Allocation
Sector Value Government 82.07% Corporate 13.37% Cash Equivalent 4.29% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.79% Govt Stock 2034
Sovereign Bonds | -27% ₹13 Cr 1,225,000
↑ 225,000 6.92% Govt Stock 2039
Sovereign Bonds | -27% ₹12 Cr 1,200,000
↓ -75,000 7.1% Govt Stock 2034
Sovereign Bonds | -10% ₹5 Cr 450,000
↑ 450,000 7.32% Govt Stock 2030
Sovereign Bonds | -7% ₹3 Cr 325,000 Rec Limited
Debentures | -7% ₹3 Cr 300,000 Power Finance Corporation Limited
Debentures | -7% ₹3 Cr 300,000 Indian Railway Finance Corporation Limited
Debentures | -7% ₹3 Cr 300,000 6.75% Govt Stock 2029
Sovereign Bonds | -3% ₹2 Cr 150,000 Corporate Debt Market Development Fund - Class A2 Units
Investment Fund | -0% ₹0 Cr 111 Ccil
CBLO/Reverse Repo | -2% ₹1 Cr 1,060
↑ 1,060 3. JM Multicap Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (30 Apr 25) ₹93.9992 ↓ -0.49 (-0.52 %) Net Assets (Cr) ₹5,263 on 31 Mar 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.11 Information Ratio 1.11 Alpha Ratio 1.9 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Sub Cat. Multi Cap Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,618 30 Apr 22 ₹17,459 30 Apr 23 ₹19,539 30 Apr 24 ₹32,258 30 Apr 25 ₹32,865 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month 3.3% 3 Month -2.5% 6 Month -9.9% 1 Year 1.9% 3 Year 23.5% 5 Year 26.9% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.3% 2022 40% 2021 7.8% 2020 32.9% 2019 11.4% 2018 16.6% 2017 -5.4% 2016 39.5% 2015 10.5% 2014 -2.8% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.62 Yr. Asit Bhandarkar 1 Oct 24 0.5 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Multicap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33% Consumer Cyclical 13.38% Industrials 12.47% Health Care 9.75% Technology 6.16% Consumer Defensive 5.61% Basic Materials 5.1% Utility 3.47% Energy 3.21% Communication Services 2.73% Asset Allocation
Asset Class Value Cash 5.13% Equity 94.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK7% ₹371 Cr 2,030,500
↑ 285,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹287 Cr 2,125,800
↓ -300,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹179 Cr 2,325,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 24 | SUNPHARMA3% ₹167 Cr 960,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | CHOLAFIN3% ₹161 Cr 1,058,796
↑ 175,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK3% ₹157 Cr 725,000
↓ -125,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹154 Cr 172,500
↑ 65,000 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329553% ₹153 Cr 3,555,834
↑ 750,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP3% ₹148 Cr 218,780
↑ 56,777 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹144 Cr 830,000 4. JM Value Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 15 in Value category. Return for 2024 was 25.1% , 2023 was 47.7% and 2022 was 5.3% . JM Value Fund
Growth Launch Date 2 Jun 97 NAV (30 Apr 25) ₹91.7836 ↓ -1.11 (-1.19 %) Net Assets (Cr) ₹988 on 31 Mar 25 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.47 Sharpe Ratio -0.05 Information Ratio 0.8 Alpha Ratio -1.43 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Sub Cat. Value Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,609 30 Apr 22 ₹18,391 30 Apr 23 ₹20,793 30 Apr 24 ₹34,631 30 Apr 25 ₹34,352 Returns for JM Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month 3.8% 3 Month -1.9% 6 Month -11% 1 Year -0.8% 3 Year 23.2% 5 Year 28% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.1% 2022 47.7% 2021 5.3% 2020 36.3% 2019 13.4% 2018 11.9% 2017 -11.2% 2016 44.6% 2015 12.1% 2014 3.5% Fund Manager information for JM Value Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.61 Yr. Asit Bhandarkar 11 Dec 06 18.32 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Value Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 34.48% Consumer Cyclical 17.94% Health Care 8.03% Industrials 7.82% Technology 7.71% Basic Materials 7.68% Consumer Defensive 7.63% Utility 3.31% Energy 2.92% Communication Services 2.13% Asset Allocation
Asset Class Value Cash 0.35% Equity 99.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK7% ₹68 Cr 373,605
↓ -30,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000345% ₹51 Cr 56,485
↑ 2,500 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY5% ₹49 Cr 314,105
↓ -20,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹40 Cr 300,000
↓ -30,000 REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5329553% ₹34 Cr 800,800
↑ 150,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | GODFRYPHLP3% ₹33 Cr 48,789
↑ 8,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 25 | HINDPETRO3% ₹29 Cr 800,000
↑ 400,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5329773% ₹26 Cr 33,500
↓ -1,500 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5324243% ₹26 Cr 225,438
↓ -31,000 Voltas Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | VOLTAS3% ₹26 Cr 177,000
↓ -10,000 5. JM Core 11 Fund
CAGR/Annualized return of 3.7% since its launch. Ranked 18 in Large Cap category. Return for 2024 was 24.3% , 2023 was 32.9% and 2022 was 7.1% . JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (30 Apr 25) ₹18.5921 ↓ -0.05 (-0.26 %) Net Assets (Cr) ₹247 on 31 Mar 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.01 Information Ratio 0.55 Alpha Ratio -0.12 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Sub Cat. Large Cap Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹13,526 30 Apr 22 ₹15,375 30 Apr 23 ₹16,599 30 Apr 24 ₹25,783 30 Apr 25 ₹25,337 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month -0.2% 3 Month -2.5% 6 Month -8.6% 1 Year -1.7% 3 Year 18.1% 5 Year 20.4% 10 Year 15 Year Since launch 3.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.3% 2022 32.9% 2021 7.1% 2020 16.3% 2019 6.3% 2018 10.6% 2017 -5% 2016 43.1% 2015 11.1% 2014 -2.4% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.5 Yr. Asit Bhandarkar 25 Feb 09 16.1 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Core 11 Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 29.12% Consumer Cyclical 26.38% Industrials 14.12% Health Care 6.91% Technology 5.85% Basic Materials 4.49% Consumer Defensive 3.61% Communication Services 3.51% Utility 2.81% Asset Allocation
Asset Class Value Cash 3.2% Equity 96.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000347% ₹16 Cr 18,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | CHOLAFIN5% ₹13 Cr 86,661 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 24 | INDIGO5% ₹13 Cr 25,000
↑ 2,500 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK5% ₹12 Cr 66,000 REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5329555% ₹12 Cr 273,000
↑ 120,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER4% ₹11 Cr 15,298
↑ 2,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK4% ₹11 Cr 80,000
↓ -27,676 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT4% ₹11 Cr 20,000
↑ 2,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI4% ₹10 Cr 8,250
↓ -1,750 Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY4% ₹9 Cr 60,110
↓ -20,000 6. JM Ultra Short Duration Fund
CAGR/Annualized return of 7.3% since its launch. Ranked 34 in Low Duration category. . JM Ultra Short Duration Fund
Growth Launch Date 27 Sep 06 NAV (24 Sep 20) ₹26.7173 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹35 on 31 Aug 20 Category Debt - Low Duration AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 1 Sharpe Ratio 0.13 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 3.37% Effective Maturity 4 Months 13 Days Modified Duration 4 Months 7 Days Sub Cat. Low Duration Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 Returns for JM Ultra Short Duration Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month 0.2% 3 Month 4.5% 6 Month 6.4% 1 Year 5.3% 3 Year 4.3% 5 Year 5.7% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for JM Ultra Short Duration Fund
Name Since Tenure Data below for JM Ultra Short Duration Fund as on 31 Aug 20
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. JM Tax Gain Fund
CAGR/Annualized return of 9.2% since its launch. Ranked 18 in ELSS category. Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% . JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (30 Apr 25) ₹45.1813 ↓ -0.30 (-0.65 %) Net Assets (Cr) ₹184 on 31 Mar 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio 0.26 Information Ratio 0.48 Alpha Ratio 4.69 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,781 30 Apr 22 ₹18,506 30 Apr 23 ₹19,683 30 Apr 24 ₹29,917 30 Apr 25 ₹30,876 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month 1.2% 3 Month -1.8% 6 Month -8.8% 1 Year 3.2% 3 Year 18.6% 5 Year 25.3% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% 2014 -0.6% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.5 Yr. Asit Bhandarkar 31 Dec 21 3.25 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Tax Gain Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.54% Consumer Cyclical 16.39% Basic Materials 12.55% Technology 11.67% Health Care 9.62% Industrials 8.89% Consumer Defensive 6.64% Communication Services 2.9% Utility 1.27% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK6% ₹11 Cr 77,975 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹9 Cr 49,131
↓ -5,000 Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY4% ₹7 Cr 45,965 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5329773% ₹6 Cr 7,300
↑ 750 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹6 Cr 72,900 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5000343% ₹6 Cr 6,250
↑ 6,250 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI3% ₹5 Cr 4,706 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹5 Cr 30,700 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹5 Cr 14,447 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE3% ₹5 Cr 28,195 8. JM Arbitrage Fund
CAGR/Annualized return of 6.4% since its launch. Ranked 14 in Arbitrage category. Return for 2024 was 7.2% , 2023 was 6.6% and 2022 was 4% . JM Arbitrage Fund
Growth Launch Date 18 Jul 06 NAV (30 Apr 25) ₹32.3405 ↑ 0.02 (0.06 %) Net Assets (Cr) ₹187 on 31 Mar 25 Category Hybrid - Arbitrage AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately Low Expense Ratio 1.06 Sharpe Ratio -1.03 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.5%),30 Days and above(NIL) Sub Cat. Arbitrage Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹10,178 30 Apr 22 ₹10,508 30 Apr 23 ₹11,032 30 Apr 24 ₹11,819 30 Apr 25 ₹12,623 Returns for JM Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month 0.6% 3 Month 1.6% 6 Month 3.3% 1 Year 6.8% 3 Year 6.3% 5 Year 4.8% 10 Year 15 Year Since launch 6.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 7.2% 2022 6.6% 2021 4% 2020 2.8% 2019 2.6% 2018 5.3% 2017 5.4% 2016 5.1% 2015 6.8% 2014 7.2% Fund Manager information for JM Arbitrage Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.5 Yr. Asit Bhandarkar 18 Jul 14 10.71 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Arbitrage Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 98.42% Debt 1.56% Other 0.02% Equity Sector Allocation
Sector Value Financial Services 17.56% Communication Services 8.59% Energy 8.1% Consumer Cyclical 7.85% Industrials 6.67% Basic Materials 6.33% Technology 6.02% Utility 5.78% Health Care 4.46% Consumer Defensive 2.59% Real Estate 1.02% Debt Sector Allocation
Sector Value Cash Equivalent 95.3% Government 2.69% Corporate 1.99% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity JM Liquid Dir Gr
Investment Fund | -7% ₹14 Cr 1,914,370 Future on Reliance Industries Ltd
Derivatives | -4% -₹8 Cr Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 24 | RELIANCE4% ₹8 Cr 62,000
↑ 2,000 Future on Hindustan Aeronautics Ltd Ordinary Shares
Derivatives | -4% -₹7 Cr Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 24 | HAL4% ₹7 Cr 16,650
↑ 7,050 Indus Towers Limited
Derivatives | -3% -₹6 Cr Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 May 24 | 5348163% ₹6 Cr 181,900
↓ -8,500 Future on Tata Consultancy Services Ltd
Derivatives | -3% -₹6 Cr Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 25 | TCS3% ₹6 Cr 16,100
↓ -2,625 Future on Bharti Airtel Ltd
Derivatives | -3% -₹5 Cr 9. JM Large Cap Fund
CAGR/Annualized return of 9.3% since its launch. Ranked 73 in Large Cap category. Return for 2024 was 15.1% , 2023 was 29.6% and 2022 was 3.4% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (30 Apr 25) ₹145.64 ↓ -0.35 (-0.24 %) Net Assets (Cr) ₹491 on 31 Mar 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.36 Information Ratio 0.06 Alpha Ratio -6.76 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Sub Cat. Large Cap Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹12,982 30 Apr 22 ₹14,973 30 Apr 23 ₹15,975 30 Apr 24 ₹23,340 30 Apr 25 ₹22,856 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month 1.8% 3 Month -0.3% 6 Month -7.7% 1 Year -2.1% 3 Year 15.1% 5 Year 18% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.1% 2022 29.6% 2021 3.4% 2020 23.2% 2019 18.1% 2018 4.9% 2017 0.8% 2016 20.9% 2015 1.8% 2014 -1.3% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.61 Yr. Asit Bhandarkar 5 Oct 17 7.49 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 27 Jan 25 0.17 Yr. Data below for JM Large Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33.77% Consumer Cyclical 12.44% Industrials 11.46% Energy 7.81% Basic Materials 7.18% Technology 6.81% Communication Services 5.78% Consumer Defensive 5.15% Health Care 4.55% Utility 3.62% Asset Allocation
Asset Class Value Cash 1.44% Equity 98.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK8% ₹40 Cr 220,472
↑ 82,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE7% ₹33 Cr 258,000
↑ 258,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK5% ₹26 Cr 194,087
↓ -75,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN5% ₹23 Cr 293,397
↑ 35,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000344% ₹20 Cr 22,250
↑ 12,750 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY4% ₹18 Cr 112,898
↓ -28,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹16 Cr 90,000
↓ -20,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 25 | LT3% ₹15 Cr 44,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI3% ₹14 Cr 12,217
↓ -4,100 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 25 | HDFCLIFE3% ₹13 Cr 195,650
↑ 195,650 10. JM Equity Hybrid Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 35 in Hybrid Equity category. Return for 2024 was 27% , 2023 was 33.8% and 2022 was 8.1% . JM Equity Hybrid Fund
Growth Launch Date 1 Apr 95 NAV (30 Apr 25) ₹115.376 ↓ -0.55 (-0.48 %) Net Assets (Cr) ₹768 on 31 Mar 25 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio 0.07 Information Ratio 1.04 Alpha Ratio 0.05 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Sub Cat. Hybrid Equity Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹16,558 30 Apr 22 ₹18,463 30 Apr 23 ₹20,318 30 Apr 24 ₹31,756 30 Apr 25 ₹32,281 Returns for JM Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 May 25 Duration Returns 1 Month 1.9% 3 Month -0.3% 6 Month -7.3% 1 Year 1.7% 3 Year 20.5% 5 Year 26.4% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 27% 2022 33.8% 2021 8.1% 2020 22.9% 2019 30.5% 2018 -8.1% 2017 1.7% 2016 18.5% 2015 3% 2014 -0.2% Fund Manager information for JM Equity Hybrid Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.5 Yr. Asit Bhandarkar 31 Dec 21 3.25 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Equity Hybrid Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 6.08% Equity 75.85% Debt 18.06% Equity Sector Allocation
Sector Value Financial Services 23.37% Consumer Cyclical 11.9% Technology 8.8% Health Care 7.55% Basic Materials 6.82% Consumer Defensive 5.47% Utility 3.78% Communication Services 3.39% Industrials 3.28% Debt Sector Allocation
Sector Value Government 10.38% Corporate 8.92% Cash Equivalent 4.85% Credit Quality
Rating Value AA 0.67% AAA 99.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000346% ₹47 Cr 52,504
↑ 2,500 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK5% ₹35 Cr 192,000
↑ 25,000 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329554% ₹29 Cr 680,500
↑ 200,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 5328984% ₹29 Cr 1,000,000
↑ 1,000,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY4% ₹28 Cr 180,000
↓ -20,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIARTL3% ₹26 Cr 150,000
↓ -15,000 6.92% Govt Stock 2039
Sovereign Bonds | -3% ₹25 Cr 2,475,000
↓ -75,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK3% ₹24 Cr 180,114
↓ -60,000 6.79% Govt Stock 2034
Sovereign Bonds | -3% ₹21 Cr 2,075,000
↑ 475,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5329773% ₹21 Cr 26,280
↓ -5,000
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