JM Financial Mutual Fund

As of 31 Jan 2024, fund size of JM Flexi Cap Fund is 1,437.98 Cr.

The average category Returns for Flexi Cap funds under Equity class are 24.81% 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 23.34% 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.

As of 31 Jan 2024, fund size of JM Large Cap Fund is 80.77 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% 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 14.30% annualized return for the last 3 years. The funds SIP returns during the same period is 20.40%

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

Not Rated

As of 31 Jan 2024, fund size of JM Value Fund is 498.92 Cr.

The average category Returns for Value funds under Equity class are 28.62% 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 22.56% annualized return for the last 3 years. The funds SIP returns during the same period is 31.10%

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

Not Rated

As of 31 Jan 2024, fund size of JM Midcap Fund is 781.49 Cr.

The average category Returns for Mid Cap funds under Equity class are 30.05% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

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At present JM Midcap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of JM Flexi Cap Fund is 1,437.98 Cr.

The average category Returns for Flexi Cap funds under Equity class are 24.81% 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 23.34% 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.

As of 31 Jan 2024, fund size of JM Large Cap Fund is 80.77 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% 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 14.30% annualized return for the last 3 years. The funds SIP returns during the same period is 20.40%

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

Not Rated

As of 31 Jan 2024, fund size of JM Value Fund is 498.92 Cr.

The average category Returns for Value funds under Equity class are 28.62% 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 22.56% annualized return for the last 3 years. The funds SIP returns during the same period is 31.10%

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

Not Rated

As of 31 Jan 2024, fund size of JM Midcap Fund is 781.49 Cr.

The average category Returns for Mid Cap funds under Equity class are 30.05% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

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At present JM Midcap Fund has not been rated by us.

Not Rated