JM Financial Mutual Funds Direct v/s Regular Plans

JM Financial Mutual fund schemes are available as Direct Plans and Regular Plans. Investors should choose Direct Plans as they’re offered directly by the AMC without the involvement of any intermediaries like distributors or agents who charge extra commissions.View More

Your investment of ₹10,00,000, investing in direct plans can generate more returns than regular plans over given time period

Get extra returns on your investments in direct plans

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JM Financial Mutual Fund

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Name of the Mutual Fund Scheme

Expense Ratio

Regular Plan

Direct Plan

Difference

Expected Higher returns with Direct Fund

5 Yr

10 Yr

20 Yr

JM Aggressive Hybrid Fund Direct-Growth

Aggressive

Expense Ratio

Regular Plan

2.31%

Direct Plan

0.31%

Difference

2.00

Expected Higher returns with Direct Fund

5 Yr

₹1,05,364

10 Yr

₹2,25,117

20 Yr

₹5,15,065

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Midcap Fund Direct - Growth

Mid Cap

Expense Ratio

Regular Plan

2.20%

Direct Plan

0.30%

Difference

1.90

Expected Higher returns with Direct Fund

5 Yr

₹99,857

10 Yr

₹2,12,700

20 Yr

₹4,83,577

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Small Cap Fund Direct - Growth

Small Cap

Expense Ratio

Regular Plan

2.34%

Direct Plan

0.54%

Difference

1.80

Expected Higher returns with Direct Fund

5 Yr

₹95,312

10 Yr

₹2,04,911

20 Yr

₹4,74,487

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Flexicap Fund Direct Plan-Growth

Flexi Cap

Expense Ratio

Regular Plan

1.99%

Direct Plan

0.24%

Difference

1.75

Expected Higher returns with Direct Fund

5 Yr

₹91,481

10 Yr

₹1,93,538

20 Yr

₹4,33,926

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Large Cap Fund Direct Plan-Growth

Large Cap

Expense Ratio

Regular Plan

2.39%

Direct Plan

0.89%

Difference

1.50

Expected Higher returns with Direct Fund

5 Yr

₹80,051

10 Yr

₹1,73,762

20 Yr

₹4,09,917

Get up to 1% more on Paytm Money with direct Mutual Funds

JM ELSS Tax Saver Fund Direct Plan-Growth

ELSS

Expense Ratio

Regular Plan

2.36%

Direct Plan

0.91%

Difference

1.45

Expected Higher returns with Direct Fund

5 Yr

₹77,366

10 Yr

₹1,67,889

20 Yr

₹3,95,803

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Focused Direct Plan-Growth

Flexi Cap

Expense Ratio

Regular Plan

2.42%

Direct Plan

1.02%

Difference

1.40

Expected Higher returns with Direct Fund

5 Yr

₹74,948

10 Yr

₹1,63,317

20 Yr

₹3,88,195

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Value Fund Direct Plan-Growth

Value Oriented

Expense Ratio

Regular Plan

2.40%

Direct Plan

1.00%

Difference

1.40

Expected Higher returns with Direct Fund

5 Yr

₹74,889

10 Yr

₹1,63,028

20 Yr

₹3,86,748

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Short Duration Fund Direct - Growth

Short Duration

Expense Ratio

Regular Plan

1.19%

Direct Plan

0.34%

Difference

0.85

Expected Higher returns with Direct Fund

5 Yr

₹43,817

10 Yr

₹91,053

20 Yr

₹1,96,686

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Arbitrage Fund Direct-Growth

Arbitrage

Expense Ratio

Regular Plan

1.07%

Direct Plan

0.32%

Difference

0.75

Expected Higher returns with Direct Fund

5 Yr

₹38,554

10 Yr

₹79,837

20 Yr

₹1,71,231

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Medium to Long Duration Fund Direct-Growth

Medium to Long Duration

Expense Ratio

Regular Plan

1.02%

Direct Plan

0.47%

Difference

0.55

Expected Higher returns with Direct Fund

5 Yr

₹28,329

10 Yr

₹58,804

20 Yr

₹1,26,713

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Low Duration Fund Direct Plan-Growth

Low Duration

Expense Ratio

Regular Plan

0.83%

Direct Plan

0.38%

Difference

0.45

Expected Higher returns with Direct Fund

5 Yr

₹23,049

10 Yr

₹47,513

20 Yr

₹1,00,957

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Dynamic Bond Fund Direct-Growth

Dynamic Bond

Expense Ratio

Regular Plan

0.98%

Direct Plan

0.63%

Difference

0.35

Expected Higher returns with Direct Fund

5 Yr

₹18,070

10 Yr

₹37,620

20 Yr

₹81,532

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Liquid Fund Direct-Growth

Liquid

Expense Ratio

Regular Plan

0.26%

Direct Plan

0.16%

Difference

0.10

Expected Higher returns with Direct Fund

5 Yr

₹5,042

10 Yr

₹10,190

20 Yr

₹20,813

Get up to 1% more on Paytm Money with direct Mutual Funds

JM Overnight Fund Direct - Growth

Overnight

Expense Ratio

Regular Plan

0.14%

Direct Plan

0.07%

Difference

0.07

Expected Higher returns with Direct Fund

5 Yr

₹3,514

10 Yr

₹7,066

20 Yr

₹14,282

Get up to 1% more on Paytm Money with direct Mutual Funds

Know more about JM Financial Funds

Updated as on date 17 May 2025

About JM Financial Mutual Fund

JM Financial Mutual Fund has been providing mutual funds under different investment categories over the years. Investors should look at a longer horizon / time period while investing in mutual funds for wealth creation and secure their financial freedom. At Paytm Money, you can invest in Direct Mutual Funds of JM Financial Mutual Fund to earn higher returns on investment when compared to regular plans.

Suitability of Direct Plans

Individuals who understand their investment needs and risk appetite would find direct plans very useful. Here, you can shortlist the top-rated funds and carry out the entire investing process independently. There will be no interference or hidden commissions from an external intermediaries like a mutual fund distributor or agent. JM Financial Mutual Fund Direct Plans are available for all kinds of mutual funds namely.

JM Financial debt funds

JM Financial equity funds

JM Financial balanced funds

JM Financial elss funds

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