Fund manager at JM Financial
| JM Flexi Cap Fund Flexi Cap · Debt portion only) | 4 Oct 2024 | -3.3% | +12.0% | ₹4,817 cr |
| JM Liquid Fund Liquid · Co-Fund Managers - Ms. Ruchi Fozdar | 3 Apr 2024 | +6.3% | +6.7% | ₹1,422 cr |
| JM Small Cap Fund Small Cap · Debt portion only) | 4 Oct 2024 | +3.8% | — | ₹871 cr |
| JM Value Fund Value · Debt portion only) | 4 Oct 2024 | -8.1% | +8.9% | ₹724 cr |
| JM Aggressive Hybrid Fund Aggressive Hybrid · Debt portion only) | 4 Oct 2024 | -4.3% | +10.4% | ₹636 cr |
| JM Large & Mid Cap Fund Large & Mid Cap · Debt portion only) | 25 Jul 2025 | -3.1% | — | ₹445 cr |
| JM Arbitrage Fund Arbitrage · Debt portion only) | 4 Oct 2024 | +5.9% | +6.3% | ₹418 cr |
| JM Focused Fund Focused · Debt portion only) | 4 Oct 2024 | -6.1% | +9.8% | ₹264 cr |
| JM Overnight Fund Overnight · Co-Fund Managers - Ms. Ruchi Fozdar | 3 Apr 2024 | +5.0% | +5.8% | ₹249 cr |
| JM Ultra Short to Short Term Fund Ultra Short to Short Term · Co-Fund Managers - Ms. Ruchi Fozdar | 3 Apr 2024 | +5.3% | +6.7% | ₹238 cr |
| JM ELSS - Tax Saver Fund ELSS (Tax Saver) · Debt portion only) | 4 Oct 2024 | -0.4% | +14.2% | ₹232 cr |
| JM Dynamic Term Fund Dynamic Term · Co-Fund Managers - Ms. Ruchi Fozdar | 3 Apr 2024 | +2.3% | +6.1% | ₹52 cr |
| JM Medium to Long Term Fund Medium to Long Term · Co-Fund Managers - Ms. Ruchi Fozdar | 3 Apr 2024 | +1.7% | +5.8% | ₹29 cr |
Answered from the funds they run, updated every business day
13 funds at JM Financial, managing ₹10,397 cr between them. The largest are JM Flexi Cap Fund (₹4,817 cr), JM Liquid Fund (₹1,422 cr), JM Small Cap Fund (₹871 cr), JM Value Fund (₹724 cr) and JM Aggressive Hybrid Fund (₹636 cr), and 8 more.
Since 3 Apr 2024, when they took on JM Liquid Fund, the longest-running of their current funds.
Over the last three years, 5 of the 11 funds with a three-year record returned more than their category's average. Past returns do not tell you future returns.