JM Financial Mutual Fund
JM Financial Mutual Fund is managed by JM Financial Ltd. The firm JM Financial Asset Management Ltd. (previously known as JM Financial Asset Management Private Limited) was established on June 9, 1994. On November 1, 1994, JM Financial Asset Management Ltd. assumed the role of the asset management company for JM Financial Mutual Fund. One of the oldest private sector mutual funds in India, it. reported assets under management (AUM) amounting to Rs. 15,252 crores as of November 2025.
JM Financial Mutual Fund snapshot
Inception date | September 15, 1994 |
Sponsor (s) | JM Financial Limited |
Chief Executive Officer | Mr. Amitabh Mohanty |
Chief Investment Officer | Mr. Satish Ramanathan |
No. of Schemes | 14 |
Average AUM (Rs. in Crores) | 15,252.68 |
As on November 2025
23.05% | |
19.63% | |
19.36% | |
17.57% | |
14.92% | |
How to invest in JM Financial Mutual Fund
To invest in JM Financial Mutual Fund, simply download the Kotak Neo app and create your account. Kotak Neo is quick, easy, and offers a host of investing options under one roof.
Here’s how to get started:
- Login with your credentials (mobile number/PAN/QR code)
- Click on Invest and select ‘Mutual Funds’ from other investments
- Select the fund of your choice and begin investing
Kotak Neo: AMFI-registered Mutual Fund Distributor