JM Financial Mutual Funds

12,476 Crs

17

Funds Managed By gurvinder singh wasan

Below is the list of funds managed by gurvinder singh wasan. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.

  • JM Flexi Cap Fund

    JM Flexi Cap Fund is an Equity oriented mutual fund in the Flexi Cap Funds category.

    The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.

    • As of 28 Feb 2025, fund size of JM Flexi Cap Fund is 5,034.05 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 14.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

    • JM Flexi Cap Fund has given 20.94% annualized return for the last 3 years.

    • JM Flexi Cap Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about JM Flexi Cap Fund
  • JM Value Fund

    JM Value Fund is an Equity oriented mutual fund in the Value Funds category.

    • As of 28 Feb 2025, fund size of JM Value Fund is 962.54 Cr.

    • The average category Returns for Value funds under Equity class are 17.69% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

    • JM Value Fund has given 20.16% annualized return for the last 3 years. The funds SIP returns during the same period is 18.35%

    • At present JM Value Fund has not been rated by us.

      Not Rated

    • Know more about JM Value Fund
  • JM Equity Hybrid Fund

    JM Equity Hybrid Fund is an Hybrid oriented mutual fund in the Aggressive Funds category.

    • As of 28 Feb 2025, fund size of JM Equity Hybrid Fund is 742.8 Cr.

    • The average category Returns for Aggressive funds under Hybrid class are 12.50% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

    • JM Equity Hybrid Fund has given 19.03% annualized return for the last 3 years.

    • At present JM Equity Hybrid Fund has not been rated by us.

      Not Rated

    • Know more about JM Equity Hybrid Fund
  • JM Core 11 Fund

    JM Core 11 Fund is an Equity oriented mutual fund in the Focused Funds category.

    • As of 28 Feb 2025, fund size of JM Core 11 Fund is 223.57 Cr.

    • The average category Returns for Focused funds under Equity class are 13.65% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

    • JM Core 11 Fund has given 17.05% annualized return for the last 3 years. The funds SIP returns during the same period is 16.75%

    • At present JM Core 11 Fund has not been rated by us.

      Not Rated

    • Know more about JM Core 11 Fund
  • JM ELSS Tax Saver Fund

    JM ELSS Tax Saver Fund is an Equity oriented mutual fund in the ELSS Funds category.

    • As of 28 Feb 2025, fund size of JM ELSS Tax Saver Fund is 171.59 Cr.

    • The average category Returns for ELSS funds under Equity class are 14.52% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

    • JM ELSS Tax Saver Fund has given 16.58% annualized return for the last 3 years. The funds SIP returns during the same period is 17.52%

    • At present JM ELSS Tax Saver Fund has not been rated by us.

      Not Rated

    • Know more about JM ELSS Tax Saver Fund
  • JM Large Cap Fund

    JM Large Cap Fund is an Equity oriented mutual fund in the Large Cap Funds category.

    • As of 28 Feb 2025, fund size of JM Large Cap Fund is 469.46 Cr.

    • The average category Returns for Large Cap funds under Equity class are 12.69% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

    • JM Large Cap Fund has given 13.32% annualized return for the last 3 years. The funds SIP returns during the same period is 12.66%

    • At present JM Large Cap Fund has not been rated by us.

      Not Rated

    • Know more about JM Large Cap Fund
  • JM Dynamic Debt Fund

    JM Dynamic Debt Fund is an Debt oriented mutual fund in the Dynamic Bond Funds category.

    • As of 28 Feb 2025, fund size of JM Dynamic Debt Fund is 44.06 Cr.

    • The average category Returns for Dynamic Bond funds under Debt class are 6.78% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Bond fund category.

    • JM Dynamic Debt Fund has given 6.79% annualized return for the last 3 years.

    • At present JM Dynamic Debt Fund has not been rated by us.

      Not Rated

    • Know more about JM Dynamic Debt Fund
  • JM Liquid Fund

    JM Liquid Fund is an Debt oriented mutual fund in the Liquid Funds category.

    • As of 28 Feb 2025, fund size of JM Liquid Fund is 3,341 Cr.

    • The average category Returns for Liquid funds under Debt class are 6.42% per annum for the last 3 years. Category returns represent the average returns of all the funds from Liquid fund category.

    • JM Liquid Fund has given 6.64% annualized return for the last 3 years. The funds SIP returns during the same period is 7.06%

    • At present JM Liquid Fund has not been rated by us.

      Not Rated

    • Know more about JM Liquid Fund
  • JM Arbitrage Fund

    JM Arbitrage Fund is an Hybrid oriented mutual fund in the Arbitrage Funds category.

    • As of 28 Feb 2025, fund size of JM Arbitrage Fund is 212.09 Cr.

    • The average category Returns for Arbitrage funds under Hybrid class are 6.43% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

    • JM Arbitrage Fund has given 6.18% annualized return for the last 3 years.

    • At present JM Arbitrage Fund has not been rated by us.

      Not Rated

    • Know more about JM Arbitrage Fund
  • JM Overnight Fund

    JM Overnight Fund is an Debt oriented mutual fund in the Overnight Funds category.

    • As of 28 Feb 2025, fund size of JM Overnight Fund is 126.76 Cr.

    • The average category Returns for Overnight funds under Debt class are 10.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overnight fund category.

    • JM Overnight Fund has given 6.17% annualized return for the last 3 years. The funds SIP returns during the same period is 6.47%

    • At present JM Overnight Fund has not been rated by us.

      Not Rated

    • Know more about JM Overnight Fund

Funds of JM Financial Mutual Funds

JM Financial Mutual Funds presents a range of 17 funds for investors to choose from.

  • JM Flexi Cap Fund

    JM Flexi Cap Fund is an Equity oriented mutual fund in the Flexi Cap Funds category.

    The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.

    • As of 28 Feb 2025, fund size of JM Flexi Cap Fund is 5,034.05 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 14.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

    • JM Flexi Cap Fund has given 20.94% annualized return for the last 3 years.

    • JM Flexi Cap Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about JM Flexi Cap Fund
  • JM Value Fund

    JM Value Fund is an Equity oriented mutual fund in the Value Funds category.

    • As of 28 Feb 2025, fund size of JM Value Fund is 962.54 Cr.

    • The average category Returns for Value funds under Equity class are 17.69% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

    • JM Value Fund has given 20.16% annualized return for the last 3 years. The funds SIP returns during the same period is 18.35%

    • At present JM Value Fund has not been rated by us.

      Not Rated

    • Know more about JM Value Fund
  • JM Equity Hybrid Fund

    JM Equity Hybrid Fund is an Hybrid oriented mutual fund in the Aggressive Funds category.

    • As of 28 Feb 2025, fund size of JM Equity Hybrid Fund is 742.8 Cr.

    • The average category Returns for Aggressive funds under Hybrid class are 12.50% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

    • JM Equity Hybrid Fund has given 19.03% annualized return for the last 3 years.

    • At present JM Equity Hybrid Fund has not been rated by us.

      Not Rated

    • Know more about JM Equity Hybrid Fund
  • JM Core 11 Fund

    JM Core 11 Fund is an Equity oriented mutual fund in the Focused Funds category.

    • As of 28 Feb 2025, fund size of JM Core 11 Fund is 223.57 Cr.

    • The average category Returns for Focused funds under Equity class are 13.65% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

    • JM Core 11 Fund has given 17.05% annualized return for the last 3 years. The funds SIP returns during the same period is 16.75%

    • At present JM Core 11 Fund has not been rated by us.

      Not Rated

    • Know more about JM Core 11 Fund
  • JM ELSS Tax Saver Fund

    JM ELSS Tax Saver Fund is an Equity oriented mutual fund in the ELSS Funds category.

    • As of 28 Feb 2025, fund size of JM ELSS Tax Saver Fund is 171.59 Cr.

    • The average category Returns for ELSS funds under Equity class are 14.52% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

    • JM ELSS Tax Saver Fund has given 16.58% annualized return for the last 3 years. The funds SIP returns during the same period is 17.52%

    • At present JM ELSS Tax Saver Fund has not been rated by us.

      Not Rated

    • Know more about JM ELSS Tax Saver Fund
  • JM Large Cap Fund

    JM Large Cap Fund is an Equity oriented mutual fund in the Large Cap Funds category.

    • As of 28 Feb 2025, fund size of JM Large Cap Fund is 469.46 Cr.

    • The average category Returns for Large Cap funds under Equity class are 12.69% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

    • JM Large Cap Fund has given 13.32% annualized return for the last 3 years. The funds SIP returns during the same period is 12.66%

    • At present JM Large Cap Fund has not been rated by us.

      Not Rated

    • Know more about JM Large Cap Fund
  • JM Dynamic Debt Fund

    JM Dynamic Debt Fund is an Debt oriented mutual fund in the Dynamic Bond Funds category.

    • As of 28 Feb 2025, fund size of JM Dynamic Debt Fund is 44.06 Cr.

    • The average category Returns for Dynamic Bond funds under Debt class are 6.78% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Bond fund category.

    • JM Dynamic Debt Fund has given 6.79% annualized return for the last 3 years.

    • At present JM Dynamic Debt Fund has not been rated by us.

      Not Rated

    • Know more about JM Dynamic Debt Fund
  • JM Liquid Fund

    JM Liquid Fund is an Debt oriented mutual fund in the Liquid Funds category.

    • As of 28 Feb 2025, fund size of JM Liquid Fund is 3,341 Cr.

    • The average category Returns for Liquid funds under Debt class are 6.42% per annum for the last 3 years. Category returns represent the average returns of all the funds from Liquid fund category.

    • JM Liquid Fund has given 6.64% annualized return for the last 3 years. The funds SIP returns during the same period is 7.06%

    • At present JM Liquid Fund has not been rated by us.

      Not Rated

    • Know more about JM Liquid Fund
  • JM Arbitrage Fund

    JM Arbitrage Fund is an Hybrid oriented mutual fund in the Arbitrage Funds category.

    • As of 28 Feb 2025, fund size of JM Arbitrage Fund is 212.09 Cr.

    • The average category Returns for Arbitrage funds under Hybrid class are 6.43% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

    • JM Arbitrage Fund has given 6.18% annualized return for the last 3 years.

    • At present JM Arbitrage Fund has not been rated by us.

      Not Rated

    • Know more about JM Arbitrage Fund
  • JM Overnight Fund

    JM Overnight Fund is an Debt oriented mutual fund in the Overnight Funds category.

    • As of 28 Feb 2025, fund size of JM Overnight Fund is 126.76 Cr.

    • The average category Returns for Overnight funds under Debt class are 10.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overnight fund category.

    • JM Overnight Fund has given 6.17% annualized return for the last 3 years. The funds SIP returns during the same period is 6.47%

    • At present JM Overnight Fund has not been rated by us.

      Not Rated

    • Know more about JM Overnight Fund