JM Financial Mutual Fund, established in 1993-94, is a pioneering privately operated mutual fund company and a subsidiary of the well-established JM Financial Group, a stalwart in India's financial services sector.
The roots of the JM Financial Group trace back to the early years of Indian independence, with the Kampani family showing interest in the nascent capital funds market. In 1973, the first financial entity under the group, JM Financial & Investment Consultancy Services, was inaugurated by Mr. Nimesh N. Kriplani, a prominent figure in financial services known for educating the Indian public about investing in blue-chip companies.
In 2006, JM Financial achieved two milestones - the launch of a corporate private equity fund and the merger of J.M. Securities Pvt. Ltd. The acquisition spree continued in 2008 with the amalgamation of JM Financial ASK Securities Pvt. Ltd. Additionally, a strategic agreement was established in the same year to offer advisory services to African and Indian corporate firms on the Indo-African corridor.
JM Financial has engaged in strategic partnerships with prominent financial management companies like Seabury and Fairassets Technologies India Pvt. Ltd.
With a primary goal of providing prudent financial advice and ensuring high quarterly returns through effective risk management, JM Financial Ltd. manages assets worth Rs. 2317.83 Crore across 74 schemes as of March 2022.
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Key information about JM Financial Mutual Fund
Mutual fund name:
JM Financial Mutual Fund
Asset management company Name:
JM Financial Asset Management Ltd.
Founded in:
15 September 1994
AMC incorporation date:
09 June 1994
Sponsor name:
JM Financial Ltd.
Trustee organization:
JM Financial Trustee Company Pvt. Ltd.
How to invest in JM Financial Mutual Fund schemes?
Investing in mutual funds is easy with Bajaj Finserv. If you are a new investor, follow the below steps. For customers who have invested with us, please skip directly to step 7.
Choose a mutual fund category and a scheme that suits your goals and click on Invest Now.
Sign into Bajaj Finserv to setup your mutual fund account.
Verify your details using your PAN, Name, DOB, and Email ID. If your KYC is not complete, you will have to upload your address proof and complete video KYC.
Enter your bank details.
Upload your signature and provide additional details to continue.
Choose whether you want to invest in SIP or lumpsum and enter the investment amount. Click on INVEST.
Choose your payment mode (net-banking, UPI, NEFT/RTGS) and make the payment.
Wait for 2-3 working days for your investment to reflect in your portfolio.
Documents required to invest in JM Financial Mutual Fund
If you are an existing customer, no documents are required for investment. However, for new customers keep the following documents handy before investing:
Is it safe to invest in JM Financial Mutual Fund schemes?
One of the reputable AMCs in India is the JM FINANCIAL Mutual Fund. All mutual fund houses are subject to stringent SEBI regulation. But when it comes to market-linked products like mutual funds, no asset management firm can ensure the protection of capital. It is preferable to assess your financial objectives, level of risk tolerance and investment horizon before selecting a fund.
How to calculate monthly SIP investment in JM Financial Mutual Fund?
To calculate JM Financial Mutual Fund SIP, one needs to consider certain things such as:
How do I start a JM Financial Mutual Fund SIP online?
One can start investing in JM Financial Mutual Fund online through the Bajaj Finserv platform and app without any hassle. Alternatively, you can also invest through the respective fund houses’ website.
How to redeem JM Financial Mutual Fund?
If you have invested in a JM Financial Mutual Fund scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.
How to increase SIP amount in JM Financial Mutual Fund?
If you have invested in a JM Financial Mutual Fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
How to stop a SIP in an JM Financial Mutual Fund online?
If you have invested in any JM Financial Mutual Fund scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.
How can I get the JM Financial Mutual Fund statement?
If you have invested in any JM Financial Mutual Fund scheme through the Bajaj Finserv platform, you can get your statement online on the Bajaj Finserv website or app.
Disclaimer
Bajaj Finance Limited (“BFL”) is a Non-Banking Financial Company carrying the business of acceptance of deposits, providing lending solutions to Retail & Corporate customers, and is a Corporate agent of various insurance Companies. BFL is also registered with the Association of Mutual Funds in India (“AMFI”) as a distributor of third party Mutual Funds (shortly referred as ‘Mutual Funds’).
BFL does NOT:
(i) provide investment advisory services in any manner or form;
(iv) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.
In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on ‘As-is’ basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme /Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities. The NAV will inter-alia be exposed to Price / Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other / better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.
Bajaj Finserv Direct Limited, (“BFDL”), a wholly owned subsidiary of Bajaj Finserv Limited (is a Registered with SEBI as an Investment Advisor with Registration no. INA000016083). BFDL enables resident Indian customers to directly invest in third party mutual funds through its online platform. BFDL entered into a referral arrangement with BFL, whereunder, BFL may, without risk or responsibility on its part, refer the resident Indian customers who are interested in placing their investments in Direct Mutual Funds through BFDL online platform. Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.
Disclaimer on Risk-O-Meter:
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc. and shall also consult their financial advisers, if they are unsure about the suitability of the scheme before investing