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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
21.48
JM Dynamic Bond Fund (G)
Debt: Dynamic Bond
42.27
JM Dynamic Bond Fund (Half-Bonus)
Debt: Dynamic Bond
42.27
JM Medium to Long Duration Fund - Bonus Principal Units
Debt: Medium to Long Duration
21.48
JM Low Duration Fund (G)
Debt: Low Duration
181.48
JM Value Fund (G)
Equity: Value
405.56
JM Focused Fund (G)
Equity: Focused
79.99
JM ELSS Tax Saver Fund (G)
Equity: ELSS
106.89
Sundaram Short Duration Fund (G)
Debt: Short Duration
199.97
JM Flexicap Fund (G)
Equity: Flexi Cap
1237.57
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd3.35%
ICICI Bank Ltd2.63%
TREPS2.57%
Bank of Baroda2.41%
Larsen & Toubro Ltd2.12%
Fund Name1M3M6M1Y3Y5YSince Inception
JM Medium to Long Duration Fund - (G)
0.57%
2.47%
2.62%
6.62%
3.18%
2.26%
6.1%
JM Dynamic Bond Fund (G)
0.56%
1.91%
2.71%
6.3%
4.54%
5.33%
6.54%
JM Dynamic Bond Fund (Half-Bonus)
0.56%
1.91%
2.71%
6.31%
4.55%
5.34%
6.65%
JM Medium to Long Duration Fund - Bonus Principal Units
0.57%
2.47%
2.62%
6.62%
3.18%
2.26%
4.38%
JM Low Duration Fund (G)
0.65%
1.65%
3.19%
6.65%
4.71%
4.97%
7.2%
JM Value Fund (G)
5.58%
16.07%
30.53%
52.88%
28.02%
22.9%
16.83%
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%
Sundaram Short Duration Fund (G)
0.63%
1.96%
3.02%
6.86%
4.72%
4.34%
6.85%
JM Flexicap Fund (G)
2.13%
12.55%
22.76%
42.03%
24.68%
21.69%
14.49%
Fund Performance