Satish Ramanathan
Chief Investment Officer- Equity at JM Financial · 32 years in the industry
Satish Ramanathan is named on 10 schemes at JM Financial. Of the 8 ranked with a three-year record, 3-year CAGR runs from 17.8% (JM Mid Cap Fund - Direct Plan - Growth Option) down to 7.0% (JM Arbitrage Fund - Direct Plan - Growth Option), across Mid Cap Fund, ELSS, Flexi Cap Fund and 5 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from JM Financial's SEBI filings.
Background
- Qualifications
- CFA
- Experience
- Mr. Ramanathan brings with him rich and varied experience of around 3 decades and joins the AMC from Tattva Capital which was his entrepreneurial endeavor. He started his career with TATA Economic Consultancy Services in 1992 and has subsequently worked with ICICI Securities, Franklin Templeton AMC and Sundaram AMC. research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company Pvt. Ltd. Prior to that, for more than 2 years, he was with SBI Funds Management Pvt. Ltd. As a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost
Funds Satish Ramanathan manages
8Named on 10 schemes; the 8 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | JM Mid Cap Fund | ★★★☆☆ | +7.2% | +17.8% | — | 0.94% | — |
| 2 | JM ELSS - Tax Saver Fund | ★★★☆☆ | +5.2% | +15.8% | +13.1% | 1.34% | ₹220.95Cr |
| 3 | JM Flexi Cap Fund | ★★★☆☆ | -0.1% | +13.7% | +14.2% | 1.07% | — |
| 4 | JM Aggressive Hybrid Fund | ★★★☆☆ | -1.4% | +11.9% | +12.0% | 1.16% | ₹696.04Cr |
| 5 | JM Value Fund | ★★★☆☆ | -1.7% | +11.7% | +13.9% | 1.57% | ₹808.01Cr |
| 6 | JM Focused Fund | ★★☆☆☆ | -1.7% | +11.3% | +11.5% | 1.25% | ₹278.27Cr |
| 7 | JM Large Cap Fund | ★★☆☆☆ | -3.0% | +9.5% | +9.3% | 1.19% | ₹417.88Cr |
| 8 | JM Arbitrage Fund | ★★☆☆☆ | +6.4% | +7.0% | +6.4% | 1.41% | ₹364.61Cr |
NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from JM Financial’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. 1 of the 10 scheme assignments come from another of the house’s filings naming them rather than from that scheme’s own document, so that list may be incomplete. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.