മികച്ച 10 ജെഎം ഫിനാൻഷ്യൽ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2022

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ജെഎം ഫിനാൻഷ്യൽ മ്യൂച്വൽ ഫണ്ടിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
മികച്ച ജെഎം ഫിനാൻഷ്യൽ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ
JM മ്യൂച്വൽ ഫണ്ട് ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Top 10 Funds

10 മികച്ച JM ഫിനാൻഷ്യൽ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2022

Updated on February 5, 2025 , 2477 views

ജെഎം ഫിനാൻഷ്യൽ മ്യൂച്വൽ ഫണ്ട് വ്യക്തിയുടെയും അതിന്റെ സ്ഥാപന നിക്ഷേപകരുടെയും വൈവിധ്യമാർന്ന ആവശ്യങ്ങൾ നിറവേറ്റുന്ന വിവിധ ഫണ്ടുകൾ വാഗ്ദാനം ചെയ്യുന്നു. നിക്ഷേപകർക്ക് ഇക്വിറ്റി, ഡെറ്റ്, ആർബിട്രേജ്, ഹൈബ്രിഡ് തുടങ്ങിയ ഓപ്ഷനുകളിൽ നിന്ന് തിരഞ്ഞെടുക്കാംലിക്വിഡ് ഫണ്ടുകൾ.

എഴുതിയത്നിക്ഷേപിക്കുന്നു ഇൻഇക്വിറ്റി ഫണ്ടുകൾ, നിക്ഷേപകർക്ക് ദീർഘകാല സമ്പത്ത് സൃഷ്ടിക്കാൻ ലക്ഷ്യമിടുന്നു.ഡെറ്റ് ഫണ്ട് സ്ഥിരവും സ്ഥിരവുമായ ഒരു നല്ല ഓപ്ഷനാണ്വരുമാനം. നിക്ഷേപം വഴിയുംഹൈബ്രിഡ് ഫണ്ട്, ഈ ഫണ്ടുകൾ രണ്ട് ഉപകരണങ്ങളിലും നിക്ഷേപിക്കുന്നതിനാൽ നിക്ഷേപകർക്ക് കടത്തിന്റെയും ഇക്വിറ്റിയുടെയും ആനുകൂല്യങ്ങൾ ലഭിക്കും. ഫണ്ട് ഹൗസ് ലക്ഷ്യമിടുന്നത് അപകടസാധ്യത ഫലപ്രദമായി കൈകാര്യം ചെയ്യുന്നതിലൂടെ നിക്ഷേപകർക്ക് അവരുടെ നിക്ഷേപം പരമാവധി പ്രയോജനപ്പെടുത്തുന്നു. ഏറ്റവും മികച്ച 10 ജെഎം ഫിനാൻഷ്യൽ ഇനിപ്പറയുന്നവയാണ്മ്യൂച്വൽ ഫണ്ട് നിങ്ങൾക്ക് നിക്ഷേപിക്കാനും നല്ല ലാഭം നേടാനും കഴിയുന്ന സ്കീമുകൾ.

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ജെഎം ഫിനാൻഷ്യൽ മ്യൂച്വൽ ഫണ്ടിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

ഇത് CRISIL AAAmfs എന്ന് റേറ്റുചെയ്തിരിക്കുന്നു.
ഫണ്ട് ഹൗസ് വാഗ്ദാനം ചെയ്യുന്നതിനാൽ എപരിധി മ്യൂച്വൽ ഫണ്ട് സ്കീമുകളിൽ, നിക്ഷേപകർക്ക് അവരുടെ നിക്ഷേപ ലക്ഷ്യങ്ങൾ ആസൂത്രണം ചെയ്യാനും ഈ ഫണ്ടുകളിൽ നിക്ഷേപിച്ച് പൂർത്തീകരിക്കാനും കഴിയും.
വ്യത്യസ്ത അപകടസാധ്യതയുള്ള നിക്ഷേപകർക്ക് ജെഎം ഫിനാൻഷ്യൽ എംഎഫിൽ നിക്ഷേപം ആസൂത്രണം ചെയ്യാൻ കഴിയും.
നികുതി ലാഭിക്കാനായി നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർ, ജെഎം ഫിനാൻഷ്യൽ ഓഫറുകൾനികുതി ലാഭിക്കൽ പദ്ധതി മുഖേന അറിയപ്പെടുന്നത്ജെഎം ടാക്സ് ഗെയിൻ ഫണ്ട്. ഒരാൾക്ക് അവരുടെ പ്ലാൻ ചെയ്യാംനികുതികൾ കീഴിൽസെക്ഷൻ 80 സി.

മികച്ച ജെഎം ഫിനാൻഷ്യൽ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2023 (%)
JM Liquid Fund Growth	₹69.3771 ↑ 0.01	₹2,941	5,000	500	1.7	3.5	7.2	6.5	5.3	7.4	7.2
JM Multicap Fund Growth	₹97.6231 ↓ -0.16	₹5,338	5,000	500	-6.9	-6.6	16.2	23.7	22.1	14.9	33.3
JM Core 11 Fund Growth	₹19.0974 ↓ -0.02	₹226	5,000	500	-7.1	-6.1	9	18.1	14.4	3.9	24.3
JM Value Fund Growth	₹94.2329 ↓ -0.41	₹1,085	5,000	500	-10.2	-10.4	7.9	22.1	22	16.6	25.1
JM Dynamic Debt Fund Growth	₹40.0062 ↓ -0.12	₹44	5,000	500	1.8	3.5	7.5	6.3	5.7	6.6	8
JM Tax Gain Fund Growth	₹46.5356 ↓ -0.05	₹186	500	500	-6.6	-5.7	16.6	18.1	19.5	9.6	29
JM Ultra Short Duration Fund Growth	₹26.7173 ↑ 0.00	₹35	5,000	500	4.5	6.4	5.3	4.3	5.7	7.3
JM Arbitrage Fund Growth	₹31.8681 ↑ 0.01	₹195	5,000	500	1.7	3.3	6.9	6	4.6	6.4	7.2
JM Large Cap Fund Growth	₹146.799 ↓ -0.37	₹480	5,000	500	-7.1	-9.6	4	14.4	16.6	9.4	15.1
JM Equity Hybrid Fund Growth	₹117.172 ↓ -0.22	₹763	5,000	500	-6.4	-6.1	10.9	20.2	22.5	12.6	27
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Feb 25

1. JM Liquid Fund

(Erstwhile JM High Liquidity Fund)

To provide income by way of dividend (dividend plans) and capital gains (growth plan) through investing in debt and money market instruments.

JM Liquid Fund is a Debt - Liquid Fund fund was launched on 31 Dec 97. It is a fund with Low risk and has given a CAGR/Annualized return of 7.4% since its launch. Ranked 3 in Liquid Fund category. Return for 2024 was 7.2% , 2023 was 7% and 2022 was 4.8% .

Below is the key information for JM Liquid Fund

JM Liquid Fund Growth
Launch Date	31 Dec 97
NAV (07 Feb 25)	₹69.3771 ↑ 0.01 (0.02 %)
Net Assets (Cr)	₹2,941 on 31 Dec 24
Category	Debt - Liquid Fund
AMC	JM Financial Asset Management Limited
Rating	☆☆☆☆☆
Risk	Low
Expense Ratio	0.25
Sharpe Ratio	3.12
Information Ratio	-4.56
Alpha Ratio	-0.09
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.09%
Effective Maturity	1 Month 18 Days
Modified Duration	1 Month 14 Days
Sub Cat.	Liquid Fund

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,380
31 Jan 22	₹10,727
31 Jan 23	₹11,271
31 Jan 24	₹12,066
31 Jan 25	₹12,937

JM Liquid Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for JM Liquid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	0.6%
3 Month	1.7%
6 Month	3.5%
1 Year	7.2%
3 Year	6.5%
5 Year	5.3%
10 Year
15 Year
Since launch	7.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	7.2%
2022	7%
2021	4.8%
2020	3.3%
2019	4%
2018	6.6%
2017	7.4%
2016	6.7%
2015	7.7%
2014	8.4%

Fund Manager information for JM Liquid Fund

Name	Since	Tenure
Gurvinder Wasan	3 Apr 24	0.83 Yr.
Naghma Khoja	21 Oct 21	3.28 Yr.
Ruchi Fozdar	3 Apr 24	0.83 Yr.

Data below for JM Liquid Fund as on 31 Dec 24

Asset Allocation

Asset Class	Value
Cash	99.77%
Other	0.23%

Debt Sector Allocation

Sector	Value
Cash Equivalent	83.31%
Corporate	14.97%
Government	1.49%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Treps-Triparty Repo CBLO/Reverse Repo \| -	5%	₹174 Cr	17,415,463 ↑ 17,415,463
Reliance Industries Limited Commercial Paper \| -	5%	₹149 Cr	3,000 ↑ 1,000
91 DTB 28032025 Sovereign Bonds \| -	4%	₹148 Cr	15,000,000 ↑ 15,000,000
HDFC Bank Limited Certificate of Deposit \| -	4%	₹124 Cr	2,500 ↑ 1,500
Bank Of India Certificate of Deposit \| -	4%	₹124 Cr	2,500
91 DTB 20032025 Sovereign Bonds \| -	3%	₹101 Cr	10,200,000 ↑ 10,200,000
ICICI Bank - 25/02/2025 Certificate of Deposit \| -	3%	₹99 Cr	2,000
Canara Bank Certificate of Deposit \| -	3%	₹99 Cr	2,000
Punjab National Bank Certificate of Deposit \| -	3%	₹99 Cr	2,000 ↑ 2,000
Cd - Union Bank Of India - 02/04/25 Debentures \| -	3%	₹98 Cr	2,000 ↑ 2,000

2. 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 14.9% 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 (07 Feb 25)	₹97.6231 ↓ -0.16 (-0.17 %)
Net Assets (Cr)	₹5,338 on 31 Dec 24
Category	Equity - Multi Cap
AMC	JM Financial Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.17
Sharpe Ratio	1.71
Information Ratio	1.98
Alpha Ratio	14.5
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-60 Days (1%),60 Days and above(NIL)
Sub Cat.	Multi Cap

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,914
31 Jan 22	₹14,789
31 Jan 23	₹15,466
31 Jan 24	₹23,307
31 Jan 25	₹27,469

JM Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 7 Feb 25

Duration	Returns
1 Month	-5.5%
3 Month	-6.9%
6 Month	-6.6%
1 Year	16.2%
3 Year	23.7%
5 Year	22.1%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	33.3%
2022	40%
2021	7.8%
2020	32.9%
2019	11.4%
2018	16.6%
2017	-5.4%
2016	39.5%
2015	10.5%
2014	-2.8%

Fund Manager information for JM Multicap Fund

Name	Since	Tenure
Satish Ramanathan	20 Aug 21	3.45 Yr.
Asit Bhandarkar	1 Oct 24	0.34 Yr.
Chaitanya Choksi	31 Dec 21	3.09 Yr.
Ruchi Fozdar	4 Oct 24	0.33 Yr.

Data below for JM Multicap Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	21.24%
Consumer Cyclical	14.77%
Health Care	12.02%
Technology	11.7%
Industrials	11.46%
Basic Materials	8.76%
Consumer Defensive	5.45%
Utility	4.04%
Communication Services	2.97%
Energy	1.77%

Asset Allocation

Asset Class	Value
Cash	4.21%
Equity	95.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| HDFCBANK	6%	₹309 Cr	1,745,500 ↓ -283,000
Infosys Ltd (Technology) Equity, Since 30 Nov 20 \| INFY	5%	₹249 Cr	1,322,750 ↑ 140,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 21 \| ICICIBANK	4%	₹221 Cr	1,725,800 ↓ -195,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹201 Cr	2,525,000
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 24 \| DRREDDY	3%	₹183 Cr	1,320,801 ↑ 300,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Aug 24 \| ITC	3%	₹174 Cr	3,606,000 ↑ 1,150,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹159 Cr	1,000,000 ↓ -53,335
Tech Mahindra Ltd (Technology) Equity, Since 31 Jul 24 \| 532755	3%	₹148 Cr	869,300 ↑ 68,000
Biocon Ltd (Healthcare) Equity, Since 29 Feb 24 \| BIOCON	3%	₹147 Cr	4,020,318 ↑ 720,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 10 \| LT	2%	₹132 Cr	366,022

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 3.9% 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 (07 Feb 25)	₹19.0974 ↓ -0.02 (-0.08 %)
Net Assets (Cr)	₹226 on 31 Dec 24
Category	Equity - Large Cap
AMC	JM Financial Asset Management Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.45
Sharpe Ratio	1.41
Information Ratio	1
Alpha Ratio	8.61
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-60 Days (1%),60 Days and above(NIL)
Sub Cat.	Large Cap

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,048
31 Jan 22	₹12,329
31 Jan 23	₹12,604
31 Jan 24	₹18,198
31 Jan 25	₹20,109

JM Core 11 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 7 Feb 25

Duration	Returns
1 Month	-6.6%
3 Month	-7.1%
6 Month	-6.1%
1 Year	9%
3 Year	18.1%
5 Year	14.4%
10 Year
15 Year
Since launch	3.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	24.3%
2022	32.9%
2021	7.1%
2020	16.3%
2019	6.3%
2018	10.6%
2017	-5%
2016	43.1%
2015	11.1%
2014	-2.4%

Fund Manager information for JM Core 11 Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	0.33 Yr.
Asit Bhandarkar	25 Feb 09	15.94 Yr.
Chaitanya Choksi	18 Jul 14	10.55 Yr.
Ruchi Fozdar	4 Oct 24	0.33 Yr.

Data below for JM Core 11 Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	24.87%
Consumer Cyclical	20.62%
Industrials	17.7%
Technology	9.13%
Health Care	7.87%
Basic Materials	4.96%
Communication Services	3.15%
Consumer Defensive	2.82%
Energy	2.12%

Asset Allocation

Asset Class	Value
Cash	6.75%
Equity	93.25%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Mar 23 \| AMBER	7%	₹15 Cr	20,798 ↑ 6,798
Infosys Ltd (Technology) Equity, Since 28 Feb 21 \| INFY	6%	₹14 Cr	76,110 ↑ 20,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 23 \| ICICIBANK	5%	₹12 Cr	92,676 ↓ -25,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| HDFCBANK	5%	₹12 Cr	66,000
Canara Bank (Financial Services) Equity, Since 30 Sep 24 \| 532483	4%	₹10 Cr	1,015,000 ↑ 25,000
Titan Co Ltd (Consumer Cyclical) Equity, Since 30 Sep 24 \| TITAN	4%	₹9 Cr	28,600 ↑ 9,600
REC Ltd (Financial Services) Equity, Since 31 Jan 23 \| 532955	4%	₹9 Cr	178,000
PB Fintech Ltd (Financial Services) Equity, Since 31 Oct 24 \| 543390	4%	₹9 Cr	42,218
ABB India Ltd (Industrials) Equity, Since 31 Oct 24 \| ABB	4%	₹9 Cr	12,700
Bharat Electronics Ltd (Industrials) Equity, Since 31 Aug 24 \| BEL	3%	₹8 Cr	265,683

4. 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 16.6% 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 (07 Feb 25)	₹94.2329 ↓ -0.41 (-0.44 %)
Net Assets (Cr)	₹1,085 on 31 Dec 24
Category	Equity - Value
AMC	JM Financial Asset Management Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.47
Sharpe Ratio	1.04
Information Ratio	1.28
Alpha Ratio	7.18
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-60 Days (1%),60 Days and above(NIL)
Sub Cat.	Value

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,992
31 Jan 22	₹15,045
31 Jan 23	₹15,806
31 Jan 24	₹25,376
31 Jan 25	₹27,315

JM Value Fund SIP 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 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 7 Feb 25

Duration	Returns
1 Month	-6%
3 Month	-10.2%
6 Month	-10.4%
1 Year	7.9%
3 Year	22.1%
5 Year	22%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.1%
2022	47.7%
2021	5.3%
2020	36.3%
2019	13.4%
2018	11.9%
2017	-11.2%
2016	44.6%
2015	12.1%
2014	3.5%

Fund Manager information for JM Value Fund

Name	Since	Tenure
Satish Ramanathan	20 Aug 21	3.45 Yr.
Asit Bhandarkar	11 Dec 06	18.15 Yr.
Chaitanya Choksi	1 Oct 24	0.33 Yr.
Ruchi Fozdar	4 Oct 24	0.33 Yr.

Data below for JM Value Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	24.69%
Consumer Cyclical	21.32%
Health Care	11.45%
Technology	11.09%
Industrials	9.02%
Basic Materials	8.43%
Utility	4.41%
Communication Services	2.9%
Energy	2.6%
Real Estate	2.09%
Consumer Defensive	1.42%

Asset Allocation

Asset Class	Value
Cash	0.59%
Equity	99.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 31 May 18 \| INFY	6%	₹63 Cr	334,105 ↑ 70,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 12 \| HDFCBANK	6%	₹62 Cr	350,605 ↓ -80,000
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 31 Aug 24 \| DRREDDY	4%	₹42 Cr	305,000 ↑ 25,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	4%	₹38 Cr	300,000 ↓ -40,000
Wipro Ltd (Technology) Equity, Since 30 Sep 24 \| 507685	3%	₹30 Cr	1,000,000 ↑ 300,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 30 Apr 23 \| AMBER	3%	₹28 Cr	38,121
State Bank of India (Financial Services) Equity, Since 31 Dec 20 \| SBIN	3%	₹28 Cr	350,000
Tech Mahindra Ltd (Technology) Equity, Since 30 Jun 24 \| 532755	3%	₹27 Cr	160,000 ↑ 20,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 24 \| BHARTIARTL	2%	₹26 Cr	161,825 ↑ 45,000
Gokaldas Exports Ltd (Consumer Cyclical) Equity, Since 30 Jun 23 \| GOKEX	2%	₹26 Cr	226,914 ↑ 70,000

5. JM Dynamic Debt Fund

(Erstwhile JM Floater Long Term Fund)

The scheme Objective is to provide regular income and capital appreciation through investment in Floating Rate debt Instruments, fixed rate debt instruments swapped for floating rate returns and also fixed rate instruments and money market instruments.

JM Dynamic Debt Fund is a Debt - Dynamic Bond fund was launched on 25 Jun 03. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 6.6% since its launch. Ranked 25 in Dynamic Bond category. Return for 2024 was 8% , 2023 was 6.3% and 2022 was 3.8% .

Below is the key information for JM Dynamic Debt Fund

JM Dynamic Debt Fund Growth
Launch Date	25 Jun 03
NAV (07 Feb 25)	₹40.0062 ↓ -0.12 (-0.30 %)
Net Assets (Cr)	₹44 on 31 Dec 24
Category	Debt - Dynamic Bond
AMC	JM Financial Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately Low
Expense Ratio	0.42
Sharpe Ratio	0.55
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	6.92%
Effective Maturity	10 Years 30 Days
Modified Duration	6 Years 8 Months 28 Days
Sub Cat.	Dynamic Bond

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,691
31 Jan 22	₹11,043
31 Jan 23	₹11,491
31 Jan 24	₹12,248
31 Jan 25	₹13,256

JM Dynamic Debt Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for JM Dynamic Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	0.7%
3 Month	1.8%
6 Month	3.5%
1 Year	7.5%
3 Year	6.3%
5 Year	5.7%
10 Year
15 Year
Since launch	6.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	8%
2022	6.3%
2021	3.8%
2020	2.7%
2019	7.8%
2018	6.2%
2017	7.4%
2016	7.5%
2015	8.3%
2014	9%

Fund Manager information for JM Dynamic Debt Fund

Name	Since	Tenure
Gurvinder Wasan	5 Apr 22	2.83 Yr.
Naghma Khoja	3 Apr 24	0.83 Yr.
Ruchi Fozdar	3 Apr 24	0.83 Yr.

Data below for JM Dynamic Debt Fund as on 31 Dec 24

Asset Allocation

Asset Class	Value
Cash	7.8%
Debt	91.93%
Other	0.28%

Debt Sector Allocation

Sector	Value
Government	91.93%
Cash Equivalent	7.8%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.79% Govt Stock 2034 Sovereign Bonds \| -	49%	₹21 Cr	2,150,000 ↑ 150,000
6.92% Govt Stock 2039 Sovereign Bonds \| -	29%	₹12 Cr	1,250,000
7.32% Govt Stock 2030 Sovereign Bonds \| -	9%	₹4 Cr	400,000
7.37% Govt Stock 2028 Sovereign Bonds \| -	5%	₹2 Cr	200,000
Corporate Debt Market Development Fund - Class A2 Units Investment Fund \| -	0%	₹0 Cr	111
Treps-Triparty Repo CBLO/Reverse Repo \| -	6%	₹3 Cr	267,517 ↑ 267,517
Net Current Assets Net Current Assets \| -	2%	₹1 Cr
7.18% Govt Stock 2037 Sovereign Bonds \| -		₹0 Cr	00 ↓ -200,000

6. 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 9.6% 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 (07 Feb 25)	₹46.5356 ↓ -0.05 (-0.10 %)
Net Assets (Cr)	₹186 on 31 Dec 24
Category	Equity - ELSS
AMC	JM Financial Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.4
Sharpe Ratio	1.41
Information Ratio	0.69
Alpha Ratio	10.13
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹11,324
31 Jan 22	₹15,243
31 Jan 23	₹14,987
31 Jan 24	₹21,107
31 Jan 25	₹24,605

JM Tax Gain Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 7 Feb 25

Duration	Returns
1 Month	-5.2%
3 Month	-6.6%
6 Month	-5.7%
1 Year	16.6%
3 Year	18.1%
5 Year	19.5%
10 Year
15 Year
Since launch	9.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	29%
2022	30.9%
2021	0.5%
2020	32.2%
2019	18.3%
2018	14.9%
2017	-4.6%
2016	42.6%
2015	5.2%
2014	-0.6%

Fund Manager information for JM Tax Gain Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	0.33 Yr.
Asit Bhandarkar	31 Dec 21	3.09 Yr.
Chaitanya Choksi	18 Jul 14	10.55 Yr.
Ruchi Fozdar	4 Oct 24	0.33 Yr.

Data below for JM Tax Gain Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	17.9%
Financial Services	16.17%
Technology	14.68%
Consumer Cyclical	14.13%
Basic Materials	12.77%
Health Care	7.91%
Consumer Defensive	6.39%
Communication Services	2.62%
Utility	1.43%
Real Estate	1%

Asset Allocation

Asset Class	Value
Cash	2.87%
Equity	97.13%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 31 Aug 18 \| INFY	5%	₹9 Cr	48,465
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 11 \| HDFCBANK	5%	₹9 Cr	48,631 ↓ -6,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 22 \| ICICIBANK	3%	₹6 Cr	50,475 ↓ -5,500
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	3%	₹6 Cr	72,900
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 10 \| LT	3%	₹5 Cr	14,447
Newgen Software Technologies Ltd (Technology) Equity, Since 30 Nov 23 \| NEWGEN	3%	₹5 Cr	30,250
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹5 Cr	30,700
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 30 Sep 24 \| 532977	2%	₹4 Cr	5,050
Tech Mahindra Ltd (Technology) Equity, Since 30 Sep 24 \| 532755	2%	₹4 Cr	23,750 ↓ -2,750
PG Electroplast Ltd (Technology) Equity, Since 31 Jul 24 \| PGEL	2%	₹4 Cr	40,487

7. JM Ultra Short Duration Fund

(Erstwhile JM Money Manager Fund)

To generate stable long term returns with low risk strategy and capital appreciation/accretion through investments in debt instruments and related securities besides preservation of capital.

JM Ultra Short Duration Fund is a Debt - Low Duration fund was launched on 27 Sep 06. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.3% since its launch. Ranked 34 in Low Duration category. .

Below is the key information for JM Ultra Short Duration Fund

JM Ultra Short Duration Fund Growth
Launch Date	27 Sep 06
NAV (24 Sep 20)	₹26.7173 ↑ 0.00 (0.01 %)
Net Assets (Cr)	₹35 on 31 Aug 20
Category	Debt - Low Duration
AMC	JM Financial Asset Management Limited
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	1
Sharpe Ratio	0.13
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	3.37%
Effective Maturity	4 Months 13 Days
Modified Duration	4 Months 7 Days
Sub Cat.	Low Duration

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000

JM Ultra Short Duration Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for JM Ultra Short Duration Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	0.2%
3 Month	4.5%
6 Month	6.4%
1 Year	5.3%
3 Year	4.3%
5 Year	5.7%
10 Year
15 Year
Since launch	7.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

Fund Manager information for JM Ultra Short Duration Fund

Name	Since	Tenure

Data below for JM Ultra Short Duration Fund as on 31 Aug 20

Asset Allocation

Asset Class	Value

Debt Sector Allocation

Sector	Value

Credit Quality

Rating	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

8. JM Arbitrage Fund

(Erstwhile JM Arbitrage Advantage Fund)

The primary investment objective of the scheme is to generate income through arbitrage opportunities emerging out of mis-pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments.

JM Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 18 Jul 06. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 6.4% since its launch. Ranked 14 in Arbitrage category. Return for 2024 was 7.2% , 2023 was 6.6% and 2022 was 4% .

Below is the key information for JM Arbitrage Fund

JM Arbitrage Fund Growth
Launch Date	18 Jul 06
NAV (07 Feb 25)	₹31.8681 ↑ 0.01 (0.03 %)
Net Assets (Cr)	₹195 on 31 Dec 24
Category	Hybrid - Arbitrage
AMC	JM Financial Asset Management Limited
Rating	☆☆
Risk	Moderately Low
Expense Ratio	1.06
Sharpe Ratio	0.51
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-30 Days (0.5%),30 Days and above(NIL)
Sub Cat.	Arbitrage

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,205
31 Jan 22	₹10,518
31 Jan 23	₹10,945
31 Jan 24	₹11,724
31 Jan 25	₹12,536

JM Arbitrage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450 Invest Now

Returns for JM Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	0.6%
3 Month	1.7%
6 Month	3.3%
1 Year	6.9%
3 Year	6%
5 Year	4.6%
10 Year
15 Year
Since launch	6.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	7.2%
2022	6.6%
2021	4%
2020	2.8%
2019	2.6%
2018	5.3%
2017	5.4%
2016	5.1%
2015	6.8%
2014	7.2%

Fund Manager information for JM Arbitrage Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	0.33 Yr.
Asit Bhandarkar	18 Jul 14	10.55 Yr.
Chaitanya Choksi	1 Feb 11	14.01 Yr.
Ruchi Fozdar	4 Oct 24	0.33 Yr.

Data below for JM Arbitrage Fund as on 31 Dec 24

Asset Allocation

Asset Class	Value
Cash	98.49%
Debt	1.5%
Other	0.01%

Equity Sector Allocation

Sector	Value
Financial Services	25.08%
Industrials	8.58%
Energy	8.21%
Health Care	7.7%
Consumer Cyclical	6.83%
Utility	4.82%
Communication Services	4.44%
Basic Materials	2.77%
Real Estate	2.31%
Consumer Defensive	1.11%
Technology	0.5%

Debt Sector Allocation

Sector	Value
Cash Equivalent	96.88%
Government	2.07%
Corporate	1.04%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JM Liquid Dir Gr Investment Fund \| -	7%	₹13 Cr	1,914,370
Future on Reliance Industries Ltd Derivatives \| -	4%	-₹7 Cr	60,000 ↑ 34,500
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 24 \| RELIANCE	4%	₹7 Cr	60,000 ↑ 34,500
Future on Bajaj Finance Ltd Derivatives \| -	3%	-₹6 Cr	9,250 ↑ 1,500
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 24 \| 500034	3%	₹6 Cr	9,250 ↑ 1,500
Indus Towers Ltd. Derivatives \| -	3%	-₹6 Cr	180,200
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 May 24 \| 534816	3%	₹6 Cr	180,200
Future on State Bank of India Derivatives \| -	3%	-₹6 Cr	76,500 ↑ 37,500
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	3%	₹6 Cr	76,500 ↑ 37,500
Future on Bharat Electronics Ltd Derivatives \| -	3%	-₹6 Cr	205,200

9. 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 9.4% 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 (07 Feb 25)	₹146.799 ↓ -0.37 (-0.25 %)
Net Assets (Cr)	₹480 on 31 Dec 24
Category	Equity - Large Cap
AMC	JM Financial Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.46
Sharpe Ratio	0.68
Information Ratio	0.34
Alpha Ratio	2.31
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-60 Days (1%),60 Days and above(NIL)
Sub Cat.	Large Cap

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹11,680
31 Jan 22	₹14,492
31 Jan 23	₹14,972
31 Jan 24	₹20,490
31 Jan 25	₹21,544

JM Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 7 Feb 25

Duration	Returns
1 Month	-3.1%
3 Month	-7.1%
6 Month	-9.6%
1 Year	4%
3 Year	14.4%
5 Year	16.6%
10 Year
15 Year
Since launch	9.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	15.1%
2022	29.6%
2021	3.4%
2020	23.2%
2019	18.1%
2018	4.9%
2017	0.8%
2016	20.9%
2015	1.8%
2014	-1.3%

Fund Manager information for JM Large Cap Fund

Name	Since	Tenure
Satish Ramanathan	20 Aug 21	3.45 Yr.
Asit Bhandarkar	5 Oct 17	7.33 Yr.
Ruchi Fozdar	4 Oct 24	0.33 Yr.
Deepak Gupta	27 Jan 25	0.01 Yr.

Data below for JM Large Cap Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	19.52%
Technology	16.37%
Consumer Cyclical	13.69%
Industrials	10.09%
Basic Materials	9.93%
Communication Services	7.07%
Health Care	6.74%
Energy	4.97%
Consumer Defensive	4.5%
Utility	3.07%
Real Estate	2.06%

Asset Allocation

Asset Class	Value
Cash	0.67%
Equity	99.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 30 Apr 15 \| INFY	7%	₹36 Cr	190,898 ↑ 63,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| ICICIBANK	6%	₹29 Cr	229,587 ↓ -23,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	6%	₹27 Cr	170,000 ↓ -14,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 12 \| HDFCBANK	5%	₹25 Cr	138,472 ↓ -101,000
State Bank of India (Financial Services) Equity, Since 31 Oct 11 \| SBIN	5%	₹23 Cr	294,397
Wipro Ltd (Technology) Equity, Since 30 Sep 24 \| 507685	4%	₹20 Cr	647,000 ↑ 257,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 24 \| RELIANCE	4%	₹18 Cr	147,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Aug 24 \| ITC	3%	₹14 Cr	297,000 ↑ 105,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jan 24 \| TCS	3%	₹14 Cr	34,150
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 29 Feb 24 \| DRREDDY	3%	₹14 Cr	99,500 ↑ 28,000

10. JM Equity Hybrid Fund

(Erstwhile JM Balanced Fund)

To provide steady current income as well as long term growth of capital.

JM Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch. Ranked 35 in Hybrid Equity category. Return for 2024 was 27% , 2023 was 33.8% and 2022 was 8.1% .

Below is the key information for JM Equity Hybrid Fund

JM Equity Hybrid Fund Growth
Launch Date	1 Apr 95
NAV (07 Feb 25)	₹117.172 ↓ -0.22 (-0.19 %)
Net Assets (Cr)	₹763 on 31 Dec 24
Category	Hybrid - Hybrid Equity
AMC	JM Financial Asset Management Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.36
Sharpe Ratio	1.51
Information Ratio	1.64
Alpha Ratio	11.96
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-60 Days (1%),60 Days and above(NIL)
Sub Cat.	Hybrid Equity

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹12,883
31 Jan 22	₹16,402
31 Jan 23	₹17,278
31 Jan 24	₹25,217
31 Jan 25	₹27,990

JM Equity Hybrid Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for JM Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-4.3%
3 Month	-6.4%
6 Month	-6.1%
1 Year	10.9%
3 Year	20.2%
5 Year	22.5%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27%
2022	33.8%
2021	8.1%
2020	22.9%
2019	30.5%
2018	-8.1%
2017	1.7%
2016	18.5%
2015	3%
2014	-0.2%

Fund Manager information for JM Equity Hybrid Fund

Name	Since	Tenure
Satish Ramanathan	1 Oct 24	0.34 Yr.
Asit Bhandarkar	31 Dec 21	3.09 Yr.
Chaitanya Choksi	20 Aug 21	3.45 Yr.
Ruchi Fozdar	4 Oct 24	0.33 Yr.

Data below for JM Equity Hybrid Fund as on 31 Dec 24

Asset Allocation

Asset Class	Value
Cash	6.97%
Equity	74.56%
Debt	18.47%

Equity Sector Allocation

Sector	Value
Technology	13.46%
Financial Services	13.39%
Consumer Cyclical	11.11%
Health Care	10.87%
Industrials	9.39%
Basic Materials	6.87%
Consumer Defensive	3.89%
Communication Services	3.43%
Energy	1.2%
Real Estate	0.94%

Debt Sector Allocation

Sector	Value
Government	11.24%
Corporate	7.84%
Cash Equivalent	6.36%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 30 Nov 20 \| INFY	5%	₹38 Cr	200,000 ↑ 49,000
6.92% Govt Stock 2039 Sovereign Bonds \| -	4%	₹32 Cr	3,200,000 ↑ 3,200,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	4%	₹31 Cr	175,000 ↓ -15,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIARTL	3%	₹26 Cr	165,000
6.79% Govt Stock 2034 Sovereign Bonds \| -	3%	₹23 Cr	2,300,000 ↑ 2,300,000
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| JUBLFOOD	3%	₹22 Cr	300,000 ↑ 130,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 21 \| ICICIBANK	3%	₹19 Cr	150,114 ↓ -18,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Oct 24 \| SUNPHARMA	2%	₹19 Cr	100,000 ↑ 30,000
Tech Mahindra Ltd (Technology) Equity, Since 31 Dec 23 \| 532755	2%	₹17 Cr	100,000 ↑ 30,000
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 500493	2%	₹17 Cr	130,800 ↑ 88,000

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