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JM Mutual Fund for NRIs - Top Funds, AUM, Returns 2024

JM Financial Asset Management Limited is a Arbitrage mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. JM Financial Asset Management Limited has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an .

JM Financial Asset Management Limited is a mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. JM Financial Asset Management Limited has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an Avg 1 year Return of Kotak Mutual Fund is 15.34%

Best JM Mutual Funds for NRIs

Fund NameCategoryRisk1Y ReturnFund Size
JM Liquid Fund GrowthMoney Marketlow to moderate Risk7.20%2,301.42 Cr
JM Liquid Fund Super Institutional - GrowthMoney Marketlow to moderate Risk7.20%2,301.42 Cr
JM Flexicap Fund GrowthEquityvery high Risk65.10%1,773.87 Cr
JM Midcap Fund Regular GrowthEquityvery high Risk69.79%825.47 Cr
JM Value Fund GrowthEquityvery high Risk66.55%580.51 Cr
JM Low Duration Fund GrowthFixed Incomelow to moderate Risk6.79%249.39 Cr
JM Aggressive Hybrid Fund GrowthAllocationvery high Risk56.30%222.76 Cr
JM Tax Gain Fund - GrowthEquityvery high Risk52.00%127.83 Cr
JM Short Duration Fund Regular GrowthFixed Incomelow to moderate Risk5.65%127.66 Cr
JM Arbitrage Fund GrowthAlternativelow Risk7.13%126.72 Cr
JM Large Cap Fund GrowthEquityvery high Risk46.10%118.71 Cr
JM Focused Fund - Growth OptionEquityvery high Risk55.33%88.96 Cr
JM Dynamic Bond Fund Regular - GrowthFixed Incomemoderate Risk5.60%40.39 Cr
JM Medium to Long Dur Fund - GrowthFixed Incomemoderate Risk5.60%23 Cr
JM Corporate Bond Fund Regular GrowthFixed Incomemoderate Risk0.00%0

How can NRIs invest in JM Financial Asset Management Limited?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in JM Financial Asset Management Limited
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions

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