Mutual Funds Managed by Ruchi Fozdar
Updated June 2026 · 17 active funds · data from AMFI NAVs
Ruchi Fozdar manages or co-manages 17 mutual fund schemes tracked on FindMF, across JM Financial. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | 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 Flexicap Fund (Direct) JM Financial | -4.70% | +16.87% | +16.52% | 0.73 | -22.6% | 0.79% | ₹2.3K Cr |
| 3 | JM ELSS Tax Saver Fund (Direct) JM Financial | -0.68% | +16.21% | +14.63% | 0.62 | -20.9% | 1.09% | ₹39 Cr |
| 4 | JM Value Fund (Direct) JM Financial | -10.05% | +15.24% | +15.14% | 0.64 | -26.1% | 1.93% | ₹170 Cr |
| 5 | JM Aggressive Hybrid Fund (Direct) JM Financial | -6.85% | +15.14% | +13.35% | 0.64 | -17.0% | 0.87% | ₹162 Cr |
| 6 | JM Focused Fund (Direct) JM Financial | -4.53% | +14.05% | +13.30% | 0.53 | -19.6% | 1.19% | ₹37 Cr |
| 7 | JM Large Cap Fund (Direct) JM Financial | -4.28% | +12.40% | +11.60% | 0.47 | -19.8% | 0.96% | ₹117 Cr |
| 8 | JM Low Duration Fund (Direct) JM Financial | +6.00% | +7.27% | +6.30% | - | -0.4% | 0.40% | ₹110 Cr |
| 9 | JM Arbitrage Fund (Direct) JM Financial | +6.29% | +7.16% | +6.24% | - | -0.3% | 0.51% | ₹306 Cr |
| 10 | JM Short Duration Fund (Direct) JM Financial | +4.97% | +7.14% | - | -0.19 | -0.5% | 0.38% | ₹64 Cr |
| 11 | JM Liquid Fund (Direct) JM Financial | +6.14% | +6.90% | +6.13% | - | -0.0% | 0.18% | ₹2.4K Cr |
| 12 | JM Dynamic Bond Fund JM Financial | +3.20% | +6.69% | +5.99% | -0.67 | -1.2% | 0.42% | ₹47 Cr |
| 13 | JM Medium to Long Duration Fund (Direct) JM Financial | +2.98% | +6.62% | +5.53% | -0.74 | -3.3% | 0.59% | ₹22 Cr |
| 14 | JM Overnight Fund JM Financial | +5.19% | +6.11% | +5.54% | - | 0.0% | 0.14% | ₹78 Cr |
| 15 | JM Small Cap Fund (Direct) JM Financial | +3.01% | - | - | 0.01 | -24.4% | 0.99% | ₹110 Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.