Mutual Fund

JM Financial Mutual Fund offers a bouquet of funds that caters to the diverse needs of both, its institutional and individual investors. JM Financial Asset Management Limited, the Asset Management Company of JM Financial Mutual Fund is sponsored by JM Financial Limited. JM Financial Asset Management Limited started operations in December 1994 with a launch of three funds.

Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focused on helping our investors realise their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically.

Our Products
Equity Funds

The aim of growth funds is to provide capital appreciation over the medium to long-term. Such schemes normally invest a major part of their corpus in equities. Such funds have comparatively high risks. These schemes provide different options like dividend option, capital appreciation, etc. to investors and investors may then choose an option that suits their preferences.

Arbitrage Funds

These funds generate income through arbitrage opportunities emerging out of mis-pricing between the cash market and the derivatives market. Arbitrageurs buy equity and sell equal volume of futures so that their net position (in terms of risk) is zero. They remain unaffected by price movements in their arbitraged scrips. Any upward movement will increase profits on their equity holdings and losses on futures positions and vice versa.

Debt Funds

The aim of income funds is to provide regular and steady income to investors. Such schemes generally invest in fixed income securities such as bonds, corporate debentures, Government securities and money market instruments. Such funds are less risky compared to equity schemes. These funds are not affected because of fluctuations in equity markets. However, opportunities of capital appreciation are also limited in such funds. The NAVs of such funds are affected by changes in the interest rates in the country. If the interest rates fall, NAVs of such funds are likely to increase in the short-run and vice versa.

Liquid Funds

These funds are also income funds and their aim is to provide easy liquidity, preservation of capital and moderate income. These schemes invest exclusively in safer short-term instruments such as treasury bills, certificates of deposit, commercial papers, inter-bank call money, etc. Returns on these schemes fluctuate much less as compared to other funds. These funds are appropriate for corporate as well as individual investors as a means to park their surplus funds for short periods.

Hybrid Funds

These funds invest in both, stocks and bonds. Hybrid funds offer investors the opportunity to diversify their portfolio with a single investment vehicle. Based on the percentage allocation to stocks and bonds, these funds may be classified as equity or debt respectively. The ratio of stocks and bonds may remain fixed or vary over time.

Mr. Amitabh Mohanty
Mr. Amitabh Mohanty is the Managing Director and CEO of the JM Financial Mutual Fund business in India.
Investwith us

Investors can invest with us by visiting any of our 18 branches and over 80 Investor Service Centres (Karvy) pan India. Investments can also be carried out through our network of over 15,000 empanelled distributors. Alternatively, investors can also transact online through any of our 35 distributor web portals.

The AMC has also tied up with BSE and NSE to offer the online facilities of BSE Star and MFSS platforms of the respective exchanges, to investors.