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JM Financial Mutual Funds

JM Financial runs 21 direct-plan schemes that we currently track — 10 debt, 8 equity, 3 hybrid. The table below ranks them all by CAGR so you can see how the fund house performs across horizons rather than judging it on a single flagship scheme.

Its strongest 5-year performer is JM Flexi Cap Fund - Direct Plan - Growth Option at 13.6% CAGR, against a house-wide median of 6.5%. A wide spread between a fund house's best and median scheme is worth noting: it usually means performance is driven by a few specific funds rather than by the AMC's process as a whole.

Showing 21 of 21 schemes · sorted by Y5 low to high · page 1 of 1

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JM Financial mutual funds — frequently asked questions

Which JM Financial mutual fund has given the best 5-year return?

JM Flexi Cap Fund - Direct Plan - Growth Option is JM Financial's best-performing scheme over five years, with a CAGR of 13.6%. This reflects historical NAV growth and is not a forecast.

How many mutual fund schemes does JM Financial offer?

We track 21 direct-plan JM Financial schemes with a recent NAV, spread across 3 asset types. Schemes that have been wound up or have stopped reporting NAV are excluded.

Are these JM Financial returns before or after expenses?

After. NAV is published net of the scheme's expense ratio, so every CAGR shown here is already net of ongoing costs. Exit loads, stamp duty and your own tax liability are not included.