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JM Financial Mutual Fund - Fund Manager

Chaitanya Choksi

Chaitanya Choksi

Qualification: MMS(Finance), CFA . Experience:Around 18 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Private Ltd. since 2008. Prior to joining the AMC, he has worked with lotus AMC, Chanrai Finance Private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd. He is the Fund manager for JM Arbitrage Advantage Fund.

Fund Name
Classification
Fund AUM (Cr.)
JM Aggressive Hybrid Fund - (G)
Hybrid: Aggressive Hybrid
135.67
JM Aggressive Hybrid Fund - (Annual-Bonus)
Hybrid: Aggressive Hybrid
135.67
JM Arbitrage Fund (Annual-Bonus)
Hybrid: Arbitrage
96.24
JM Aggressive Hybrid Fund - (Bonus)
Hybrid: Aggressive Hybrid
135.67
JM Arbitrage Fund (Quarterly-Bonus)
Hybrid: Arbitrage
96.24
JM Arbitrage Fund (Half-Bonus)
Hybrid: Arbitrage
96.24
JM Aggressive Hybrid Fund - (Half-Bonus)
Hybrid: Aggressive Hybrid
135.67
JM Arbitrage Fund (G)
Hybrid: Arbitrage
96.24
JM Focused Fund (G)
Equity: Focused
79.99
JM ELSS Tax Saver Fund (G)
Equity: ELSS
106.89
Top Holdings - ConsoloidatedWts(%)
Bank of Baroda3.81%
State Bank of India3.17%
TREPS-Triparty Repo2.84%
ICICI Bank Ltd2.84%
Larsen & Toubro Ltd2.37%
Fund Name1M3M6M1Y3Y5YSince Inception
JM Aggressive Hybrid Fund - (G)
4.2%
12.29%
24.26%
38.8%
20.82%
17.12%
12.52%
JM Aggressive Hybrid Fund - (Annual-Bonus)
4.2%
12.29%
24.25%
38.8%
20.82%
17.13%
12.05%
JM Arbitrage Fund (Annual-Bonus)
0.92%
1.82%
3.71%
6.96%
4.65%
4.31%
5.24%
JM Aggressive Hybrid Fund - (Bonus)
4.2%
12.29%
24.25%
38.8%
20.82%
17.13%
12.05%
JM Arbitrage Fund (Quarterly-Bonus)
0.92%
1.82%
3.71%
6.96%
4.65%
4.31%
5.26%
JM Arbitrage Fund (Half-Bonus)
0.92%
1.82%
3.71%
6.96%
4.65%
4.31%
5.26%
JM Aggressive Hybrid Fund - (Half-Bonus)
4.2%
12.29%
24.25%
38.8%
20.82%
17.13%
12.05%
JM Arbitrage Fund (G)
0.92%
1.82%
3.71%
6.96%
4.66%
4.32%
6.41%
JM Focused Fund (G)
2.51%
12.21%
21.77%
38.36%
18.1%
15%
3.76%
JM ELSS Tax Saver Fund (G)
1.91%
10.97%
16.37%
34.21%
19.8%
19.38%
8.9%
Fund Performance