ANOMALY WEALTHMutual Fund Intelligence Data throughAug 2026 Trade Intelligence ↗

Fund house · Apr–Jun 2026

JM Financial Mutual Fund

JM Average AUM Apr–Jun 2010 – Apr–Jun 2026

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Average AUM · Apr–Jun 2026 13,205 Cr AAUM change on the quarter -0.1%, incl. market movement
Market share 0.16% -0.03 pp on a year ago
Rank 32of 51 29 a year ago
Share change · quarter -0.00 pp Previous quarter 0.16%
Direct plans 46.3% of non-ETF average assets

Official AMC-level net-flow data is not available from the validated source. AUM movement includes both investor flows and market movement. Every figure on this page is an asset figure.

Average AUM and market share

65 quarters · AMFI fund-wise average AUM

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Where its assets are

Category families · Apr–Jun 2026

Category familyAverage AUMShare of this AMCShare of categoryRank in category
Flexi CapEquity 5,032 Cr 38.1% 0.9% 21 of 45
LiquidDebt 2,540 Cr 19.2% 0.4% 25 of 42
Mid CapEquity 1,187 Cr 9.0% 0.2% 28 of 33
Value & ContraEquity 808 Cr 6.1% 0.4% 20 of 26
Small CapEquity 703 Cr 5.3% 0.2% 31 of 36
Aggressive & Balanced HybridHybrid 696 Cr 5.3% 0.3% 25 of 31
Large & Mid CapEquity 419 Cr 3.2% 0.1% 31 of 34
Large CapEquity 418 Cr 3.2% 0.1% 29 of 35
ArbitrageHybrid 369 Cr 2.8% 0.1% 25 of 39
FocusedEquity 278 Cr 2.1% 0.2% 27 of 28
Ultra Short to Short TermDebt 225 Cr 1.7% 0.2% 25 of 25
ELSS (Tax Saver)Equity 221 Cr 1.7% 0.1% 31 of 38
OvernightDebt 143 Cr 1.1% 0.1% 28 of 37
Short TermDebt 81.70 Cr 0.6% 0.1% 23 of 24
Dynamic TermDebt 53.27 Cr 0.4% 0.2% 20 of 22
Medium to Long TermDebt 29.89 Cr 0.2% 0.2% 14 of 14

By AMFI’s current scheme category. “Share of category” is this fund house’s part of the whole industry’s average AUM in that category family; top-three positions are highlighted.

Asset-class mix

Share of this fund house’s average AUM

QuarterEquityDebtHybridPassive
Apr–Jun 202668.7%23.3%8.1%
Jan–Mar 202668.4%23.3%8.3%
Oct–Dec 202573.0%18.8%8.2%
Jul–Sep 202570.6%21.6%7.9%
Apr–Jun 202570.0%22.8%7.2%
Jan–Mar 202564.7%28.3%6.9%
Oct–Dec 202467.1%26.4%6.5%
Jul–Sep 202467.8%26.1%6.1%
Apr–Jun 202458.4%36.1%5.6%
Jan–Mar 202454.0%41.0%5.0%
Oct–Dec 202343.1%52.1%4.7%
Jul–Sep 202331.0%64.7%4.3%
Apr–Jun 202325.3%71.0%3.7%
Jan–Mar 202323.3%74.4%2.3%
Oct–Dec 202218.8%79.5%1.7%
Jul–Sep 202217.4%80.7%1.9%
Apr–Jun 202216.0%82.0%2.0%
Jan–Mar 202221.9%75.5%2.6%
Oct–Dec 202125.6%71.4%3.0%
Jul–Sep 202123.4%73.6%2.9%

This fund house’s monthly portfolios are not in the holdings dataset, so no disclosed equity holdings are shown.