JM Financial Equity Funds
Updated June 2026 · 16 active funds · data from AMFI NAVs
JM Financial runs 16 equity mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare JM Financial's equity line-up like for like - it is analysis, not advice. For how every equity fund in India compares, see the full category page.
100% of the 14 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | JM Midcap Fund (Direct) JM Financial | +4.04% | +23.43% | - | 0.87 | -22.5% | 0.92% | ₹190 Cr |
| 2 | JM Midcap Fund (Regular) JM Financial | +2.46% | +21.36% | - | 0.78 | -23.1% | 0.92% | ₹921 Cr |
| 3 | JM Flexicap Fund (Direct) JM Financial | -4.70% | +16.87% | +16.52% | 0.73 | -22.6% | 0.79% | ₹2.3K Cr |
| 4 | JM ELSS Tax Saver Fund (Direct) JM Financial | -0.68% | +16.21% | +14.63% | 0.62 | -20.9% | 1.09% | ₹39 Cr |
| 5 | JM Flexicap Fund (Regular) JM Financial | -5.87% | +15.33% | +15.22% | 0.66 | -24.0% | 0.79% | ₹2.8K Cr |
| 6 | JM Value Fund (Direct) JM Financial | -10.05% | +15.24% | +15.14% | 0.64 | -26.1% | 1.93% | ₹170 Cr |
| 7 | JM ELSS Tax Saver Fund (Regular) JM Financial | -1.99% | +14.80% | +13.39% | 0.55 | -21.3% | 1.09% | ₹176 Cr |
| 8 | JM Focused Fund (Direct) JM Financial | -4.53% | +14.05% | +13.30% | 0.53 | -19.6% | 1.19% | ₹37 Cr |
| 9 | JM Value Fund (Regular) JM Financial | -11.14% | +13.91% | +14.04% | 0.59 | -27.5% | 1.93% | ₹686 Cr |
| 10 | JM Focused Fund (Regular) JM Financial | -6.06% | +12.42% | +11.93% | 0.45 | -21.4% | 1.19% | ₹245 Cr |
| 11 | JM Large Cap Fund (Direct) JM Financial | -4.28% | +12.40% | +11.60% | 0.47 | -19.8% | 0.96% | ₹117 Cr |
| 12 | JM Large Cap Fund (Regular) JM Financial | -5.75% | +10.86% | +10.32% | 0.39 | -20.4% | 0.96% | ₹322 Cr |
| 13 | JM Small Cap Fund (Direct) JM Financial | +3.01% | - | - | 0.01 | -24.4% | 0.99% | ₹110 Cr |
| 14 | JM Small Cap Fund (Regular) JM Financial | +1.34% | - | - | -0.06 | -25.9% | 0.99% | ₹526 Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.