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JM Financial Mutual Fund

JM Financial Mutual Fund was incorporated in 1994-09-15. As of 20-04-24 08:00:470 IST, JM Financial Mutual Fund is managing assets worth ₹ 6197.03 Cr. JM Financial Mutual Fund offers 15 mutual fund schemes to potential investors. Additionally, it holds 38 funds.

AUM :

₹ 6197.03 Cr

Schemes

15

Year of Incorporation

1994

Invest in Mutual Funds Direct Plans with Bajaj Markets at 0% commission and earn higher returns

About JM Financial Mutual Fund

JM Financial Mutual Fund was established in 1994, is known for its experienced fund management team, consistent returns, and focus on risk management. The current total quarterly assets under management (AUM) stands at ₹3,256.37 Crores and a few of its schemes have secured as high as 29% returns since their 3-year inception.

 

In addition, JM Financial Mutual Fund offers a range of mutual fund schemes across debt, equity, hybrid, and tax-saving categories, with 18+ schemes available for investors.

Incorporated 15 Sep. 1994
Mdceo Amitabh Mohanty
Trustee JM Financial Trustee Company Private Limited
Cio NA

How to Invest in JM Financial Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

  • Step 1: Log in using your mobile phone number

  • Step 2: Under ‘Investments’, choose ‘Mutual Funds’

  • Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

  • Step 4: Start your investment journey with Bajaj Markets once your account has been activated

     

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in JM Financial Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

  • PAN Card

  • Voter ID

  • Driving Licence

  • Passport

Top Fund Managers

These experienced managers manage the company’s schemes and help deliver consistent returns.

1. Asit Bhandarkar

Asit joined JM Financial Mutual Fund in 2006 and has over 16 years of experience in the Indian financial industry. He holds an MBA in Finance from the University of Mumbai and an Honours in B.Com. Before joining JM Financial Mutual Fund, he was associated with several leading AMCs, such as SBI Funds Management and Sushil Finance. 

 

He manages a few schemes such as JM Arbitrage Funds, JM Equity Hybrid Fund, JM Value Fund and JM Focused Fund, to name a few. The JM Arbitrage Fund has an average quarterly AUM of ₹45.13 Crores.

2. Chaitanya Choksi

Chaitanya Choksi, a Senior Fund Manager at JM Financial Mutual Fund, joined the AMC in 2008. He has over 15 years of experience and manages several equity and hybrid JM Financial Mutual Fund schemes. He holds a Bachelor's degree in Commerce and is a Chartered Financial Analyst. 

 

He has previously been associated with a few reputed firms such as Lotus India Asset Management Company, UTI Investment Advisory Services Ltd, etc. One of the funds, JM Focused Fund, which he manages, and has an average quarterly AUM of ₹44.27 Crores.

3. Shalini Tibrewala

Shalini Tibrewala is a Senior Fund Manager at JM Financial Mutual Fund. She has been associated with AMC since 1997 and has over 19 years of experience in the Indian financial sector. She manages the JM Liquid Fund and JM Money Market Fund. 

 

One of the schemes, JM Dynamic Bond Fund, managed by Shalini, has an average quarterly AUM of ₹44.89 Crores. 

4. Naghma Khoja

Naghma Khoja is a Junior Fund Manager at JM Financial Mutual Fund. She joined JM Financial in 2021 and has over 5 years of experience in the asset management sector. Naghma holds B. Com, CA and CFA degrees. Before joining JM Financial Mutual Fund, she worked with Karvy Capital Limited in the Portfolio Management team. 

 

The JM Liquid Fund, which Naghma manages, has a proven track record of generating strong returns for investors. The average quarterly AUM of this fund stands at ₹2013.07 Crores.

Email NA
Phone 022-33797777 / 1800-103-8345
Address Office B-8th Floor-Cnergy, Appasaheb Marathe Marg, Prabhadevi,

Frequently Asked Questions About Mutual Funds

How many mutual fund schemes are offered by JM Financial Mutual Fund?

JM Financial Mutual Fund offers 15 mutual fund schemes across different categories.

What is the total AUM for JM Financial Mutual Fund?

When did JM Financial Mutual Fund first start?

Can I invest in JM Financial Mutual Fund via SIPs online?

Is it possible to stop an SIP for JM Financial Mutual Fund online?

What KYC documents are required to start investing in mutual fund schemes offered by JM Financial Mutual Fund?

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