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5 Best JM Financial SIP Funds 2025 | Best SIP Funds

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5 Best JM Financial SIP Funds 2025

Updated on March 21, 2025 , 1410 views

JM Financial SIP is an efficient way to invest in Mutual Funds. A SIP is a method of Investing a fixed sum, on a regular Basis, in a Mutual Fund scheme. It is similar to regular saving schemes like a Recurring deposit. Here, you can invest a small sum of money at a stipulated interval. SIP helps you achieve long-term Financial goals even with a small amount invested monthly. An investor can invest as little as INR 500 with periodic intervals of investments such as monthly/ quarterly. It is this simple and affordable. Investors who want to invest in equities, the Systematic Investment plan is an ideal way to invest through. SIP tends to balance the pitfalls of equity investments.

Why Invest in JM Financial SIP Funds?

Some of the Benefits of SIP are:

Investors who are keen to invest in a SIP, here are the best JM Financial SIP Funds to invest in Equity Funds. These funds have have been shortlisted by undertaking various parameters like AUM, past performances, peer average returns and other information ratios, etc.

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Best JM Financial SIP Mutual Funds

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
JM Multicap Fund Growth ₹91.5407
↑ 0.86
₹4,899 500 -11.3-15.79.922.127.433.3
JM Value Fund Growth ₹89.2704
↑ 0.53
₹937 500 -11-18.46.721.228.425.1
JM Core 11 Fund Growth ₹18.6625
↑ 0.06
₹217 500 -7.9-127.71821.224.3
JM Tax Gain Fund Growth ₹44.7827
↑ 0.38
₹167 500 -7.8-14.813.917.325.929
JM Large Cap Fund Growth ₹142.294
↑ 0.96
₹458 500 -7.4-14.71.214.118.615.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Mar 25

1. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 16 in Multi Cap category.  Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (21 Mar 25) ₹91.5407 ↑ 0.86   (0.95 %)
Net Assets (Cr) ₹4,899 on 28 Feb 25
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.18
Information Ratio 1.18
Alpha Ratio 3.84
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,336
28 Feb 22₹14,716
28 Feb 23₹15,934
29 Feb 24₹25,188
28 Feb 25₹25,537

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25

DurationReturns
1 Month 1.4%
3 Month -11.3%
6 Month -15.7%
1 Year 9.9%
3 Year 22.1%
5 Year 27.4%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 33.3%
2023 40%
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.53 Yr.
Asit Bhandarkar1 Oct 240.41 Yr.
Chaitanya Choksi31 Dec 213.17 Yr.
Ruchi Fozdar4 Oct 240.41 Yr.

Data below for JM Multicap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services27.15%
Consumer Cyclical17.58%
Health Care12.66%
Industrials10.89%
Technology10.54%
Basic Materials7.96%
Consumer Defensive5.24%
Utility2.9%
Communication Services2.57%
Asset Allocation
Asset ClassValue
Cash1.39%
Equity98.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹322 Cr1,895,500
↑ 150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
5%₹260 Cr2,075,800
↑ 350,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
5%₹249 Cr1,322,750
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹209 Cr2,700,000
↑ 175,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI
3%₹182 Cr147,679
↑ 147,679
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY
3%₹161 Cr1,320,801
Biocon Ltd (Healthcare)
Equity, Since 29 Feb 24 | BIOCON
3%₹160 Cr4,420,318
↑ 400,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 532755
3%₹154 Cr919,300
↑ 50,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 532977
3%₹149 Cr168,165
↑ 80,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹135 Cr830,000
↓ -170,000

2. JM Value Fund

(Erstwhile JM Basic Fund)

The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus.

JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 15 in Value category.  Return for 2024 was 25.1% , 2023 was 47.7% and 2022 was 5.3% .

Below is the key information for JM Value Fund

JM Value Fund
Growth
Launch Date 2 Jun 97
NAV (21 Mar 25) ₹89.2704 ↑ 0.53   (0.60 %)
Net Assets (Cr) ₹937 on 28 Feb 25
Category Equity - Value
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.47
Sharpe Ratio -0.4
Information Ratio 0.84
Alpha Ratio -0.6
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,776
28 Feb 22₹15,191
28 Feb 23₹16,496
29 Feb 24₹26,711
28 Feb 25₹25,814

JM Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for JM Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25

DurationReturns
1 Month 1.3%
3 Month -11%
6 Month -18.4%
1 Year 6.7%
3 Year 21.2%
5 Year 28.4%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.1%
2023 47.7%
2022 5.3%
2021 36.3%
2020 13.4%
2019 11.9%
2018 -11.2%
2017 44.6%
2016 12.1%
2015 3.5%
Fund Manager information for JM Value Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.53 Yr.
Asit Bhandarkar11 Dec 0618.23 Yr.
Chaitanya Choksi1 Oct 240.41 Yr.
Ruchi Fozdar4 Oct 240.41 Yr.

Data below for JM Value Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services30.69%
Consumer Cyclical14.96%
Health Care11.98%
Technology11.3%
Basic Materials8.81%
Industrials8.7%
Consumer Defensive6.65%
Communication Services4.62%
Utility1.6%
Real Estate0.12%
Asset Allocation
Asset ClassValue
Cash0.58%
Equity99.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK
7%₹70 Cr410,605
↑ 60,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
6%₹63 Cr334,105
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹41 Cr330,000
↑ 30,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 24 | DRREDDY
4%₹37 Cr305,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 500034
4%₹37 Cr46,485
↑ 46,485
REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | 532955
3%₹32 Cr700,800
↑ 200,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 532424
3%₹28 Cr246,438
↑ 246,438
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹27 Cr350,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Jun 24 | 532755
3%₹27 Cr160,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL
3%₹26 Cr161,825

3. JM Core 11 Fund

The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies.

JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of 3.7% since its launch.  Ranked 18 in Large Cap category.  Return for 2024 was 24.3% , 2023 was 32.9% and 2022 was 7.1% .

Below is the key information for JM Core 11 Fund

JM Core 11 Fund
Growth
Launch Date 5 Mar 08
NAV (21 Mar 25) ₹18.6625 ↑ 0.06   (0.33 %)
Net Assets (Cr) ₹217 on 28 Feb 25
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio -0.43
Information Ratio 0.49
Alpha Ratio -0.88
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹10,971
28 Feb 22₹12,278
28 Feb 23₹13,045
29 Feb 24₹19,316
28 Feb 25₹18,983

JM Core 11 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for JM Core 11 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25

DurationReturns
1 Month 4%
3 Month -7.9%
6 Month -12%
1 Year 7.7%
3 Year 18%
5 Year 21.2%
10 Year
15 Year
Since launch 3.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 24.3%
2023 32.9%
2022 7.1%
2021 16.3%
2020 6.3%
2019 10.6%
2018 -5%
2017 43.1%
2016 11.1%
2015 -2.4%
Fund Manager information for JM Core 11 Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.41 Yr.
Asit Bhandarkar25 Feb 0916.02 Yr.
Chaitanya Choksi18 Jul 1410.63 Yr.
Ruchi Fozdar4 Oct 240.41 Yr.

Data below for JM Core 11 Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Consumer Cyclical27.44%
Financial Services23.28%
Industrials15.84%
Health Care9.37%
Technology9.28%
Communication Services4.28%
Utility3.03%
Consumer Defensive2.36%
Basic Materials2.33%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity97.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY
7%₹15 Cr80,110
↑ 4,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 500034
6%₹14 Cr18,000
↑ 18,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | TITAN
6%₹13 Cr36,100
↑ 7,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK
5%₹12 Cr92,676
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK
5%₹11 Cr66,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 24 | INDIGO
5%₹11 Cr25,000
↑ 10,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI
5%₹10 Cr8,500
↑ 8,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL
4%₹10 Cr60,000
↑ 15,000
PB Fintech Ltd (Financial Services)
Equity, Since 31 Oct 24 | 543390
4%₹9 Cr52,818
↑ 10,600
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY
4%₹8 Cr200,000
↑ 200,000

4. JM Tax Gain Fund

The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.2% since its launch.  Ranked 18 in ELSS category.  Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% .

Below is the key information for JM Tax Gain Fund

JM Tax Gain Fund
Growth
Launch Date 31 Mar 08
NAV (21 Mar 25) ₹44.7827 ↑ 0.38   (0.85 %)
Net Assets (Cr) ₹167 on 28 Feb 25
Category Equity - ELSS
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.09
Information Ratio 0.45
Alpha Ratio 5.72
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,841
28 Feb 22₹15,142
28 Feb 23₹15,555
29 Feb 24₹22,448
28 Feb 25₹23,235

JM Tax Gain Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for JM Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25

DurationReturns
1 Month 2.7%
3 Month -7.8%
6 Month -14.8%
1 Year 13.9%
3 Year 17.3%
5 Year 25.9%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 29%
2023 30.9%
2022 0.5%
2021 32.2%
2020 18.3%
2019 14.9%
2018 -4.6%
2017 42.6%
2016 5.2%
2015 -0.6%
Fund Manager information for JM Tax Gain Fund
NameSinceTenure
Satish Ramanathan1 Oct 240.41 Yr.
Asit Bhandarkar31 Dec 213.17 Yr.
Chaitanya Choksi18 Jul 1410.63 Yr.
Ruchi Fozdar4 Oct 240.41 Yr.

Data below for JM Tax Gain Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services21.84%
Industrials15.24%
Basic Materials14%
Consumer Cyclical13.83%
Technology13.09%
Health Care11.47%
Consumer Defensive4.87%
Communication Services2.77%
Utility1.17%
Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK
5%₹9 Cr54,131
↑ 5,500
Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY
5%₹9 Cr48,465
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK
4%₹7 Cr57,975
↑ 7,500
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 532977
3%₹6 Cr6,550
↑ 1,500
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI
3%₹6 Cr4,706
↑ 1,250
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532978
3%₹6 Cr32,500
↑ 32,500
State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN
3%₹6 Cr72,900
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹5 Cr14,447
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹5 Cr30,700
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC
3%₹5 Cr43,600
↑ 23,000

5. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch.  Ranked 73 in Large Cap category.  Return for 2024 was 15.1% , 2023 was 29.6% and 2022 was 3.4% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (21 Mar 25) ₹142.294 ↑ 0.96   (0.68 %)
Net Assets (Cr) ₹458 on 28 Feb 25
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.8
Information Ratio 0.16
Alpha Ratio -7.4
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,437
28 Feb 22₹14,133
28 Feb 23₹14,939
29 Feb 24₹21,531
28 Feb 25₹20,254

JM Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for JM Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Mar 25

DurationReturns
1 Month 1.7%
3 Month -7.4%
6 Month -14.7%
1 Year 1.2%
3 Year 14.1%
5 Year 18.6%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.1%
2023 29.6%
2022 3.4%
2021 23.2%
2020 18.1%
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.53 Yr.
Asit Bhandarkar5 Oct 177.41 Yr.
Ruchi Fozdar4 Oct 240.41 Yr.
Deepak Gupta27 Jan 250.09 Yr.

Data below for JM Large Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services31.6%
Consumer Cyclical15.32%
Technology11.05%
Basic Materials9.79%
Consumer Defensive8.03%
Industrials7.8%
Communication Services6.4%
Health Care4.67%
Energy2.58%
Asset Allocation
Asset ClassValue
Cash2.77%
Equity97.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
7%₹36 Cr289,087
↑ 59,500
Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY
5%₹26 Cr140,898
↓ -50,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | CHOLAFIN
5%₹26 Cr201,639
↑ 201,639
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI
4%₹20 Cr16,317
↑ 8,317
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
4%₹20 Cr258,397
↓ -36,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 24 | 532538
4%₹18 Cr16,000
↑ 9,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
4%₹18 Cr110,000
↓ -60,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
3%₹17 Cr98,472
↓ -40,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532810
3%₹15 Cr350,000
↑ 175,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532978
3%₹15 Cr85,000
↑ 85,000

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in JM Mutual Fund SIP Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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