JM Capital Management Ltd

About JM Capital Management Ltd Mutual Fund

Q: How to start JM Capital Management Ltd mutual funds SIP online?

You can visit the JM Capital Management Ltd website or app and log in to your account. Choose the mutual fund scheme you want and select the SIP option. Enter your details, including the SIP amount and frequency, and complete the KYC process. Confirm your SIP by verifying the payment method. Please note, that different Asset Management Companies have their respective online process for investors looking to start investing online.

Q: How to calculate JM Capital Management Ltd mutual funds SIP ?

To calculate JM Capital Management Ltd mutual funds SIP, follow the below steps such as: 1) Use an SIP Calculator 2) Enter the investment amount 3) Enter the tenure of SIP 4) The expected Rate of Interest 5) The SIP calculator will give you an estimate of your future investment value based on your inputs. You can find this calculator on various financial websites and apps. Keep in mind that this estimate does not account for the actual performance of the mutual fund and should not be followed as financial advice.

Q: How do I redeem my JM Capital Management Ltd mutual fund units ?

There are two different ways to redeem your JM Capital Management Ltd mutual fund units. To redeem the JM Capital Management Ltd mutual fund units offline, visit the nearest fund house and submit a form. You can also redeem your investment online by signing in with your folio number on the official website. Alternatively, you can withdraw your investments from any online portal from where you have invested.

Q: Are JM Capital Management Ltd mutual funds safe ?

JM Capital Management Ltd mutual funds are managed by professional fund managers and are subject to regulatory oversight by SEBI. Irrespective of any AMC’s mutual fund, safety depends on the investment strategy and underlying assets, so it is important to review the company’s fund portfolio and risk profile before investing.

Q: What fees are associated with JM Capital Management Ltd mutual funds ?

JM Capital Management Ltd mutual funds fee structure includes expense ratios, entry and exit loads, and management fees.These fees are detailed in the fund’s scheme documents and impact your overall returns.Since different Asset Management Companies have their respective fee structure, as an investor, it is essential to understand them before investing.

JM Dynamic Bond Fund - Direct (G)

Moderate Risk . Debt

1Y Return

1.96%

Fund Size (in Cr)

₹52.9877

JM Liquid Fund-Withheld Brokerage IEF-Direct (G)

Low to Moderate Risk . Debt

1Y Return

N/A

Fund Size (in Cr)

₹3586.6347

JM Medium to Long Duration Fund - Direct (G)

Moderate Risk . Debt

1Y Return

1.87%

Fund Size (in Cr)

₹29.8317

JM Aggressive Hybrid Fund - Direct (G)

Very High Risk . Hybrid

1Y Return

-3.46%

Fund Size (in Cr)

₹701.4376

JM Liquid Fund - Direct (G)

Moderate Risk . Debt

1Y Return

6.15%

Fund Size (in Cr)

₹2146.5553

JM Large Cap Fund - Direct (G)

Very High Risk . Equity

1Y Return

-1.15%

Fund Size (in Cr)

₹421.6472

JM Arbitrage Fund - Direct (G)

Low Risk . Hybrid

1Y Return

6.1%

Fund Size (in Cr)

₹366.7171

JM Low Duration Fund - Direct (G)

Low to Moderate Risk . Debt

1Y Return

5.91%

Fund Size (in Cr)

₹226.5778

JM Financial Asset Management Pvt. Ltd. Key Information

Mutual Fund Name

JM Financial Asset Management Pvt. Ltd.

Inception Date

1994-09-15 00:00:00.0

Trustee Organisation

JM Financial Trustee Company Private Limited

Chief Investment Officer

Not Available

MD and CEO

Mr. Jimmy A Patel

Investors Relations Officer

Mr. Harish Kukreja

Top JM Capital Management Ltd Managers

He has 17 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company Pvt. Ltd. Prior to that, for more than 2 years, he was with SBI Funds Management Pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with ]rms like Jet Age Securities and Sushil Finance Consultants for almost 2 years. He is the Fund Manager for JM Value Fund. He is also the joint Fund Manager for JM Arbitrage Fund and JM Large Cap Fund.

Around 18 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Private Ltd. since 2008. Prior to joining the AMC, he has worked with lotus AMC, Chanrai Finance Private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd. He is the Fund manager for JM Arbitrage Advantage Fund.

Mr. Gupta is a Chartered Account. Prior to joining the AMC, he was associated with SBI Pension Funds Private Limited, Reliance Nippon Life Insurance and Access Asset Managers Private Limited. He is the Fund Manager for JM Large Cap Fund and JM ELSS Tax Saver Fund. He is the Co - Fund Manager for JM Flexicap Fund, JM Value Fund, JM Focused Fund, JM Arbitrage Fund, JM Midcap Fund JM Small Cap Fund and JM Large & Midcap Fund.

Gupta has 4 years of experience in the mutual fund industry. He worked in the operations division of kotak amc for 2 years. Subsequently in April 2007 he moved to the equity fund management team as a research analyst.

Total experience - 17 years Details: VP - Fund Management with JM Financial Mutual Fund (May 2006 till August 2014) Senior Associate - Fixed Income Research with Darashaw and company (May 2004 to May 2006) Senior Executive - Research Analyst with Sahara India Financial Corporation Ltd (Mar 2002 to May 2004)

Over 7 Years of experience in Fixed Income Markets, Credit Analysis and Structured Finance. Prior to Joining Principal Mutual Fund, he worked with Crisil Ltd and ICICI Bank Ltd.

Prior to joining Peerless Funds Management Co.Limited he has worked with Lic Nomura Mutual Fund AMC, Daiwa Asset Managment Pvt.ltd.,SBI Funds Managment Pvt.Ltd.,IL&FS Investment Ltd and Darashaw & Co.Pvt. Ltd.

Before joining JM Financial AMC, she was associated with Karvy Capital Limited.