Jm Value Fund - Growth Option

Jm Value Fund - Growth Option is a scheme launched by Jm Financial Mutual Fund on June 02, 1997, and falls under the Value fund category. It currently manages an AUM of Rs 1,027.07 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 2.22% for managing the portfolio.

• Investing Strategy:

  JM Value Fund is an open-ended diversified equity scheme which aims to provide long term capital growth by investing primarily in a well-diversified portfolio of undervalued securities. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

• Performance:

  Jm Value Fund - Growth Option trailing returns over different times are -11.06% (1 year), 22.99% (3 year) and 26.1% (5 year). The average annual return of this fund stands at -3.45%.