JM Financial equity funds, with their category ranks
Direct plans, growth option. Annualised returns to 09 Oct 2026. The rank is each fund's place among the funds of its own category.
| Fund | Category | 1 year | 3 years | 5 years | Rank in category |
|---|---|---|---|---|---|
| JM ELSS - Tax Saver Fund | ELSS | 3.1% | 15.5% | 12.6% | 4 of 30, 5 years |
| JM Flexi Cap Fund | Flexi Cap | -1.5% | 13.5% | 13.8% | 3 of 27, 5 years |
| JM Focused Fund | Focused | -4.3% | 11.0% | 10.7% | 8 of 22, 5 years |
| JM Large & Mid Cap Fund | Large & Mid Cap | -0.1% | n/a | n/a | 16 of 33, 1 year |
| JM Large Cap Fund | Large Cap | -5.1% | 9.4% | 9.1% | 7 of 27, 5 years |
| JM Mid Cap Fund | Mid Cap | 5.0% | 17.8% | n/a | 7 of 28, 3 years |
| JM Small Cap Fund | Small Cap | 13.7% | n/a | n/a | 9 of 30, 1 year |
| JM Value Fund | Value | -3.1% | 11.2% | 13.3% | 2 of 16, 5 years |
Of its 5 equity funds with a five year record, 5 sit in the upper half of their category by return.
JM Financial debt funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| JM Dynamic Term Fund | Dynamic Bond | 3.1% | 6.7% | 6.0% |
| JM Liquid Fund | Liquid | 6.5% | 6.9% | 6.3% |
| JM Medium to Long Term Fund | Medium to Long Duration | 2.3% | 6.6% | 5.2% |
| JM Overnight Fund | Overnight | 5.1% | 5.9% | 5.7% |
| JM Short Term Fund | Short Duration | 4.8% | 7.2% | n/a |
| JM Ultra Short to Short Term Fund | Low Duration | 6.1% | 7.3% | 6.5% |
JM Financial hybrid funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| JM Aggressive Hybrid Fund | Aggressive Hybrid | -3.0% | 11.9% | 11.9% |
| JM Arbitrage Fund | Arbitrage | 6.4% | 6.9% | 6.4% |
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Questions
How many schemes does JM Financial Mutual Fund have?
This page lists 16 JM Financial schemes: every open-ended fund of the house with a direct plan and at least a year of history, of which 8 are diversified equity funds. Exchange traded funds and newer funds are not included.
Which JM Financial mutual fund has given the highest return?
Over the five years to 09 Oct 2026, JM Flexi Cap Fund returned the most among JM Financial funds: 13.8% a year in its direct plan. Funds in different categories carry different risk, so this is not a like-for-like comparison, and past returns do not tell you which fund will lead next.
How are JM Financial funds ranked here?
Each diversified equity fund is ranked against the funds of its own category, by the annualised return of its direct plan. Debt, hybrid, index and sector funds are listed with their returns and are not ranked, because returns across them are not like for like.
This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.
Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.