JM Financial Mutual Fund

House read

Aggregate picture across default share classes from this AMC: corpus, median returns, and evidence statuses.

The fund was launched on 15th September 1994 and JM Financial Trustee Company Private Limited acts as the trustee company to JM Financial Mutual Fund. The main motto of JM Financial is to create wealth for each and every customer. The asset management company wants to be a trusted source to its investors and make them believe that being trustworthy is the most efficient way of generating and long-term business. The main objectives of the fund is integrity, teamwork, client focus, innovation, implementation and adequate performance. It hosts a bouquet of mutual funds for retail as well as institutional investors and their mission is to mitigate risk, while generating returns over different categories. The professionals aim to scientifically take investment decisions, in order to seek the best possible results.

Median 3Y

+7.0%

Trailing CAGR

Median TER

1.05%

Expense ratio

Managers

4

Named current managers

Categories

21

Peer groups covered