JM Financial Mutual Fund: equity and index funds

8 schemes in 8 categories; 2 of 12 rated plans are in the top two tiers of their category. Data as of 5 Nov 2026.

ELSS (2 plans)

Fund	Rating	1Y return	3Y return	3Y vs index	Expense ratio	AUM
JM ELSS - Tax Saver FundELSS · 18.5 yrs	A	3.7%	15.5%	+3.5%	2.66%	₹243 cr
JM ELSS - Tax Saver FundELSS · 13.8 yrs	A	5.1%	17.0%	+5.0%	1.31%	₹243 cr

Flexi Cap (2 plans)

Fund	Rating	1Y return	3Y return	3Y vs index	Expense ratio	AUM
JM Flexi Cap FundFlexi Cap · 13.8 yrs	B	2.2%	14.8%	+2.8%	1.06%	₹5,204 cr
JM Flexi Cap FundFlexi Cap · 18.1 yrs	B	1.0%	13.3%	+1.3%	2.27%	₹5,204 cr

Focused (2 plans)

Fund	Rating	1Y return	3Y return	3Y vs index	Expense ratio	AUM
JM Focused FundFocused · 13.8 yrs	B	0.2%	13.2%	+1.2%	1.25%	₹288 cr
JM Focused FundFocused · 18.7 yrs	B	-1.4%	11.5%	-0.5%	2.85%	₹288 cr

Large & Mid Cap (2 plans)

Fund	Rating	1Y return	3Y return	3Y vs index	Expense ratio	AUM
JM Large & Mid Cap FundLarge & Mid Cap · 1.3 yrs	–	3.3%	–	–	1.04%	₹453 cr
JM Large & Mid Cap FundLarge & Mid Cap · 1.3 yrs	–	1.5%	–	–	2.72%	₹453 cr

Large Cap (2 plans)

Fund	Rating	1Y return	3Y return	3Y vs index	Expense ratio	AUM
JM Large Cap FundLarge Cap · 13.8 yrs	B	0.4%	12.1%	+1.1%	1.20%	₹392 cr
JM Large Cap FundLarge Cap · 20.6 yrs	B	-1.1%	10.5%	-0.6%	2.69%	₹392 cr

Mid Cap (2 plans)

Fund	Rating	1Y return	3Y return	3Y vs index	Expense ratio	AUM
JM Mid Cap FundMid Cap · 3.9 yrs	B	7.5%	18.9%	+3.7%	0.92%	₹1,319 cr
JM Mid Cap FundMid Cap · 3.9 yrs	B	5.9%	17.0%	+1.7%	2.44%	₹1,319 cr

Small Cap (2 plans)

Fund	Rating	1Y return	3Y return	3Y vs index	Expense ratio	AUM
JM Small Cap FundSmall Cap · 2.4 yrs	–	9.3%	–	–	1.00%	₹900 cr
JM Small Cap FundSmall Cap · 2.4 yrs	–	7.6%	–	–	2.56%	₹900 cr

Value / Contra (2 plans)

Fund	Rating	1Y return	3Y return	3Y vs index	Expense ratio	AUM
JM Value FundValue / Contra · 20.6 yrs	C	-3.6%	10.3%	-1.7%	2.71%	₹809 cr
JM Value FundValue / Contra · 13.8 yrs	C	-2.5%	11.7%	-0.3%	1.55%	₹809 cr

Common questions

How many equity funds does JM Financial Mutual Fund have?

8 equity and index schemes (16 plans, Regular and Direct) across 8 categories, as of 5 Nov 2026.

How do JM Financial Mutual Fund funds rate?

2 of 12 rated plans are in the A+ or A tier, meaning the top 30% of their category on track record. Ratings compare each plan only with peers in the same category and plan type.

Ratings describe past track records and are not a recommendation. Read the scheme documents before investing.