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JM Financial Mutual Fund - Fund Manager

Gurvinder Singh Wasan

Gurvinder Singh Wasan

Qualification: CA,CFA from CFA Institute USA,M.Com From Mumbai University.. Experience:Over 7 Years of experience in Fixed Income Markets, Credit Analysis and Structured Finance. Prior to Joining Principal Mutual Fund, he worked with Crisil Ltd and ICICI Bank Ltd.

Fund Name
Classification
Fund AUM (Cr.)
JM Medium to Long Duration Fund - (G)
Debt: Medium to Long Duration
23.83
JM Medium to Long Duration Fund - Bonus Principal Units
Debt: Medium to Long Duration
23.83
JM Liquid Fund - (Bonus)
Debt: Liquid
2383.92
JM Dynamic Bond Fund (G)
Debt: Dynamic Bond
42.78
JM Dynamic Bond Fund (Half-Bonus)
Debt: Dynamic Bond
42.78
JM Liquid Fund - Super Inst Plan (G)
Debt: Liquid
2383.92
JM Overnight Fund - Regular (G)
Debt: Overnight
221.29
JM Low Duration Fund (G)
Debt: Low Duration
259.26
JM Liquid Fund - (G)
Debt: Liquid
2383.92
JM Value Fund (G)
Equity: Value
985.91
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
TREPS-Triparty Repo4.91%
HDFC Bank Ltd2.20%
Infosys Ltd1.90%
Larsen & Toubro Ltd1.70%
ICICI Bank Ltd1.69%
Fund Name1M3M6M1Y3Y5YSince Inception
JM Medium to Long Duration Fund - (G)
0.63%
2.44%
3.97%
8.07%
4.49%
4.28%
6.16%
JM Medium to Long Duration Fund - Bonus Principal Units
0.63%
2.44%
3.97%
8.07%
4.49%
4.28%
4.51%
JM Liquid Fund - (Bonus)
0.57%
1.73%
3.59%
7.25%
5.94%
5.14%
6.7%
JM Dynamic Bond Fund (G)
0.63%
2.45%
3.95%
7.98%
5.56%
5.59%
6.61%
JM Dynamic Bond Fund (Half-Bonus)
0.63%
2.45%
3.96%
7.99%
5.56%
5.6%
6.79%
JM Liquid Fund - Super Inst Plan (G)
0.57%
1.73%
3.6%
7.26%
5.93%
5.14%
6.9%
JM Overnight Fund - Regular (G)
0.53%
1.59%
3.25%
6.68%
5.58%
N/A
4.73%
JM Low Duration Fund (G)
0.56%
1.84%
3.68%
7.06%
5.51%
7.5%
7.2%
JM Liquid Fund - (G)
0.57%
1.73%
3.59%
7.25%
5.94%
5.14%
7.41%
JM Value Fund (G)
6.21%
15.79%
25.34%
55.91%
29.8%
29.86%
17.56%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History