Jm Mutual Fund - Latest Mutual fund Schemes, Statement, Nav, Performance & Returns 2024

Jm Mutual Fund

JM Financial operates with the vision to be the most trusted partner for all stakeholders in the world of finance. The company believes that earning trust is a process, and shari... Read more

  • Tax Savings
  • Equity
  • Index
  • Debt
  • Hybrid
  • Metals
Exit Load
  • Yes
  • No
  • Very High Risk
  • High Risk
  • Moderately High Risk
  • Moderate Risk
  • Low to Moderate Risk
  • Low Risk

Key Information

AuditorsHaribhakti & Co. Chartered Accountants
CustodiansHDFC Bank Ltd
AddressJM Financial Asset Management Private Limited,502, 5th Floor, A - Wing, Mumbai 400 051
Fax Nos.+91 22 26528388
Telephone Nos.+91 22 61987777

Other AMCsSee All AMCs

Key information of JM Financial Mutual Fund

AMC NameJM Financial Mutual Fund
Year of incorporation1994
Date of setup25 Sept 1994
AUMRs 2,389.08 crore (as of March 2021)
TrusteeJM Financial Trustee Company Private Limited
SponsorsJM Financial Limited
ChairmanMr V.P Shetty
CEOMr Bhanu Katoch
Phone No.+91 (022) 6198 77 77
AddressOffice B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi,Mumbai: 400 025

How to invest in fund plans offered by JM Financial Mutual Fund?

  • Log on to this page
  • Select JM Financial Mutual Fund from the list of the fund houses using the filter
  • Choose the mutual fund scheme that you would like to invest in, and click on the 'invest now' button against it
  • You then have to select the amount you plan to invest, and the mode as One Time or Monthly SIP
  • You will then have to enter the relevant details such as email ID, mobile number and complete the transaction

Prerequisites to invest in JM Financial mutual funds via ClearTax

  • You are required to complete your KYC (Know Your Customer) verification before investing in mutual funds.
  • This could be done by logging on to the website of a KRA (KYC Registration Agency) and creating an account.
  • You should fill the KYC registration form with information such as your name, email ID, mobile number, and so on.
  • You will be asked to upload your identity proof such as a self-attested PAN card and address proof such as passport, Voter ID, driving license along with passport size photographs at the KRA (KYC Registration Agency).
  • You must show the originals during the IPV (In-Person Verification).

Leading fund managers in JM Financial mutual funds

1) V.P Shetty

Mr Shetty is an Associate Director and Chairman of JM Financial Asset Management. He possesses experience of nearly four decades working in four nationalised banks. He has worked as the Chairman and Managing Director in IDBI Bank, Canara Banka and UCO Bank.

2) Mr Darius Pandole

Mr Darius is an Associate Direct at the JM Financial Asset Management Limited. He has served in senior positions at IDFC Asset Management Company Limited, IndAsia Fund Advisors Pvt Ltd and Duke & Sons Limited.