Fund house · All 55 AMCs

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.

AUM · April - June 2026

₹13,205Cr

Industry rank

#32

Schemes tracked

178

Official site: www.jmfinancialmf.com

Top JM Financial funds by 3Y returns

Ranked 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 Mid Cap Fund	★★★☆☆	+8.0%	+17.5%	—	0.94%	—
2	JM ELSS - Tax Saver Fund	★★★☆☆	+5.3%	+15.2%	+13.3%	1.34%	₹220.95Cr
3	JM Flexi Cap Fund	★★★☆☆	-0.4%	+13.3%	+14.5%	1.07%	—
4	JM Aggressive Hybrid Fund	★★★☆☆	-1.6%	+11.6%	+12.2%	1.16%	₹696.04Cr
5	JM Value Fund	★★☆☆☆	-1.7%	+11.3%	+14.2%	1.57%	₹808.01Cr
6	JM Focused Fund	★★☆☆☆	-2.4%	+10.6%	+11.7%	1.25%	₹278.27Cr
7	JM Large Cap Fund	★★☆☆☆	-3.3%	+9.1%	+9.5%	1.19%	₹417.88Cr
8	JM Ultra Short to Short Term Fund	★★☆☆☆	+6.1%	+7.2%	+6.5%	0.40%	—
9	JM Short Term Fund	★★★☆☆	+5.0%	+7.1%	—	0.39%	—
10	JM Arbitrage Fund	★★☆☆☆	+6.3%	+7.0%	+6.4%	1.41%	₹364.61Cr
11	JM Liquid Fund	★★★☆☆	+6.4%	+6.9%	+6.3%	0.16%	₹2,540Cr
12	JM Dynamic Term Fund	★★★☆☆	+3.5%	+6.7%	+6.0%	0.42%	—
13	JM Medium to Long Term Fund	★★★☆☆	+2.7%	+6.4%	+5.3%	0.59%	—
14	JM Overnight Fund - Direct Plan - Unclaimed RedemptionSmall fund	—	+5.1%	+5.9%	—	—	₹31.82L
15	JM Overnight Fund	★★☆☆☆	+5.1%	+5.9%	+5.7%	0.11%	₹135.16Cr

Screen all JM Financial funds

JM Financial AUM over time

Quarterly average AUM, excluding domestic fund-of-funds, from AMFI’s fund-wise disclosure: ₹8,569Cr in April - June 2010 to ₹13,205Cr in April - June 2026.

Categories JM Financial competes in

Best Mid Cap Mutual Funds Best ELSS (Tax Saving) Mutual Funds Best Flexi Cap Mutual Funds Best Aggressive Hybrid Mutual Funds Best Value Mutual Funds Best Focused Mutual Funds Best Large Cap Mutual Funds Best Low Duration Mutual Funds

Fund managers

From the statutory Scheme Information Documents — every manager this house names, each with their own page.

Ruchi Fozdar15 Deepak Gupta10 Satish Ramanathan10 Asit Bhandarkar9 Jayant Dhoot5 Killol Pandya5 Vikas Agrawal1

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.

Fund houses nearby in AUM

Jio BlackRock#29 Bank of India#30 Zerodha#31 360 One#33 ITI#34 Helios#35

All JM Financial schemes

122

Every open scheme with computed metrics, by category — each plan and option variant listed separately, because their NAVs differ.

Aggressive Hybrid Fund (13)

Arbitrage Fund (15)

Dynamic Bond (10)

ELSS (4)

Flexi Cap Fund (4)

Focused Fund (4)

Large & Mid Cap Fund (4)

Large Cap Fund (12)

Liquid Fund (12)

Low Duration Fund (10)

Medium to Long Term Fund (5)

Mid Cap Fund (4)

Multi Asset Allocation (4)

Overnight Fund (10)

Short Duration Fund (3)

Small Cap Fund (4)

Value Fund (4)

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 Mid Cap Fund currently leads JM Financial's lineup by 3-year CAGR at +17.54%. Rankings move with NAVs — past returns don't guarantee future performance.

NAV data as of 05 Oct 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.