JM Financial Mutual Fund
JM Financial Mutual Fund is the asset management arm of the JM Financial group and is one of India's oldest private fund houses, launched in 1994 when the industry first opened to private managers.
Official site: www.jmfinancialmf.com
Top JM Financial funds by 3Y returns
15Ranked by 3-year CAGR, one row per scheme (Direct plan preferred). Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | JM Midcap Fund | ★★★☆☆ | +12.7% | +21.7% | — | 0.98% | ₹1,187Cr |
| 2 | JM ELSS Tax Saver Fund | ★★★☆☆ | +10.2% | +18.3% | +16.3% | 1.34% | ₹220.95Cr |
| 3 | JM Flexicap Fund | ★★★☆☆ | +4.3% | +17.0% | +17.8% | 1.07% | ₹5,032Cr |
| 4 | JM Focused Fund | ★★☆☆☆ | +7.7% | +15.2% | +15.5% | 1.32% | ₹278.27Cr |
| 5 | JM Aggressive Hybrid Fund - Direct Plan - Annual Bonus Option - Principal Units | ★★★☆☆ | +3.3% | +15.1% | +15.0% | — | — |
| 6 | JM Aggressive Hybrid Fund | ★★★☆☆ | +3.2% | +15.1% | +15.0% | 1.16% | ₹696.04Cr |
| 7 | JM Value Fund | ★☆☆☆☆ | +2.4% | +14.9% | +16.9% | 1.58% | ₹808.01Cr |
| 8 | JM Large Cap Fund | ★★☆☆☆ | +3.2% | +13.3% | +12.5% | 1.18% | ₹417.88Cr |
| 9 | JM Low Duration Fund | ★★☆☆☆ | +6.2% | +7.3% | +6.4% | 0.40% | ₹225.38Cr |
| 10 | JM Low Duration Fund - Direct Plan - Bonus Option - Principal Units | ★★☆☆☆ | +6.2% | +7.3% | +6.4% | — | ₹3.26L |
| 11 | JM Short Duration Fund | ★★★☆☆ | +5.5% | +7.3% | — | 0.39% | ₹81.70Cr |
| 12 | JM Arbitrage Fund | ★★☆☆☆ | +6.3% | +7.0% | +6.3% | 1.42% | ₹364.61Cr |
| 13 | JM Arbitrage Fund - Direct Plan - Annual Bonus Option - Principal Units | ★★☆☆☆ | +6.3% | +7.0% | +6.3% | — | ₹2.65Cr |
| 14 | JM Arbitrage Fund - Direct Plan - Bonus Option - Principal Units | ★☆☆☆☆ | +6.3% | +7.0% | +6.3% | — | ₹2.65Cr |
| 15 | JM Dynamic Bond Fund | ★★★☆☆ | +4.4% | +7.0% | +6.1% | 0.43% | ₹53.27Cr |
Categories JM Financial competes in
Fund managers
6From the statutory Scheme Information Documents — see the full directory on the Managers page.
JM Financial in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
JM Financial AMC announces change in name of schemes
Investment Guru · 1h ago
JM Medium To Long Duration Fund Review: Plans, NAV, Returns and Portfolio Analysis 2026
Univest · 8h ago
JM Financial AMC announces change in Risk-o-meter of Multi Asset Allocation Fund
Investment Guru · 2d ago
Horizon Industrial Parks Raises Rs1,167 Cr From 54 Anchor Investors
fintechbiznews.com · 6d ago
JM Midcap Fund Review: Plans, NAV, Returns and Portfolio Analysis 2026
Univest · 7d ago
JM Financial AMC announces suspension of fresh subscriptions
Investment Guru · 10d ago
Suspension of fresh subscriptions in multiple IDCW plans of JM Financial Mutual Fund
Value Research · 10d ago
JM Financial Mutual Fund, Aditya Birla suspend fresh subscriptions in 36 IDCW options
Upstox · 10d ago
Fund houses nearby in AUM
Frequently asked questions
How big is JM Financial Mutual Fund?
JM Financial Mutual Fund manages ₹13,205Cr (April - June 2026, ex-FoF), ranking #32 of 55 fund houses with 0.2% of industry AUM — from AMFI's fund-wise quarterly disclosure.
How many mutual fund schemes does JM Financial Mutual Fund offer?
WealthTicker tracks 178 JM Financial scheme variants (each plan and option counted separately) across 19 sub-categories, with returns and risk metrics computed from AMFI NAV history.
Which is the best JM Financial fund right now?
JM Midcap Fund currently leads JM Financial's lineup by 3-year CAGR at +21.73%. Rankings move with NAVs — past returns don't guarantee future performance.
NAV data as of 20 Aug 2026. AUM and market share from AMFI’s fund-wise quarterly disclosure; returns computed from AMFI NAV history; managers from SID filings. See our methodology for every formula. Data, not investment advice.