JM Financial Asset Management Private Limited
SEBI-registered asset management company
About This AMC
JM Financial Asset Management Private Limited is a SEBI-registered asset management company offering mutual fund schemes across equity, debt and hybrid categories. It currently offers 17 schemes. Explore all schemes managed by this fund house below.
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JM Financial Asset Management Private Limited
Mutual Funds
| Name | Fund Size | Expense Ratio | 3Y Returns |
|---|---|---|---|
JM Aggressive Hybrid Fund Hybrid|Very High | ₹654 Cr | 1.16% | 10.8% |
JM Arbitrage Fund Hybrid|Low | ₹341 Cr | 1.43% | 7.0% |
JM Dynamic Term Fund Fixed Income|Moderate | ₹52 Cr | 0.42% | 6.5% |
JM ELSS Tax Saver Fund Equity|Very High | ₹240 Cr | 1.35% | 14.5% |
JM Flexi Cap Fund Equity|Very High | ₹5,036 Cr | 1.07% | 12.2% |
JM Focused Fund Equity|Very High | ₹274 Cr | 1.25% | 9.7% |
JM Large & Mid Cap Fund Equity|Very High | ₹448 Cr | 1.05% | — |
JM Large Cap Fund Equity|Very High | ₹356 Cr | 1.18% | 8.8% |
JM Liquid Fund Fixed Income|Low to Moderate | ₹1,701 Cr | 0.16% | 6.8% |
JM Medium to Long Term Fund Fixed Income|Moderate | ₹29 Cr | 0.59% | 6.3% |
JM Midcap Fund Equity|Very High | ₹1,303 Cr | 0.95% | 16.0% |
JM Multi Asset Allocation Fund Hybrid|High | ₹167 Cr | 1.3% | — |
JM Overnight Fund Fixed Income|Low | ₹83 Cr | 0.12% | 5.9% |
JM Short Term Fund Fixed Income|Low to Moderate | ₹79 Cr | 0.39% | 7.0% |
JM Small Cap Fund Equity|Very High | ₹941 Cr | 0.97% | — |
JM Ultra Short to Short Term Fund Fixed Income|Low to Moderate | ₹236 Cr | 0.4% | 7.2% |
JM Value Fund Equity|Very High | ₹780 Cr | 1.59% | 9.6% |
Fund management
Asit Bhandarkar
Fund Manager
Deepak Gupta
Fund Manager
Killol Pandya
Fund Manager
Sanjay Kumar Chhabaria
Fund Manager
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Fund Manager
Chaitanya Choksi
Fund Manager
Shalini Tibrewala
Fund Manager
Satish Ramanathan
Fund Manager
Gurvinder Singh Wasan
Fund Manager
Vikas Agrawal
Fund Manager
FAQs
What is JM Financial Asset Management Private Limited?
JM Financial Asset Management Private Limited is a SEBI-registered asset management company (AMC) in India. It manages 17 mutual fund schemes with total assets under management (AUM) of Rs 12720.0088 crore as of 22 October 2026. .
What is the AUM of JM Financial Asset Management Private Limited?
JM Financial Asset Management Private Limited manages total assets of Rs 12720.0088 crore as of 22 October 2026.
How many mutual fund schemes does JM Financial Asset Management Private Limited offer?
JM Financial Asset Management Private Limited offers 17 mutual fund schemes: 8 equity, 6 debt, 3 hybrid. All of them are listed with current NAV, returns and expense ratio in the table on this page.
What is the expense ratio of JM Financial Asset Management Private Limited mutual funds?
Expense ratios at JM Financial Asset Management Private Limited range from 0.12% to 1.59%, averaging 0.90% across 17 schemes. JM Overnight Fund is the cheapest at 0.12%. Direct plans cost less than regular plans because they carry no distributor commission - the figures on this page are for direct plans.
Are there any charges to invest in JM Financial Asset Management Private Limited funds on Trend Money?
Trend Money charges zero commission on direct plans of JM Financial Asset Management Private Limited schemes. What you pay is the scheme's own expense ratio (0.12%-1.59%), any exit load if you redeem early, and government stamp duty of 0.005% on every purchase. There is no account opening or maintenance fee.
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