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JM Financial Mutual Fund - Fund Manager

Jalpan Shah

Jalpan Shah

Qualification: B.E. (Mechanical) and holds a PGDM. B.E. (Mechanical) and holds a PGDM. Experience:Prior to joining L&T, he was associated with FIL Fund Management Private Limited (Dec 2007 to Nov 2012), Lotus India Asset Management Company Private Limited (Sep 2007 to Nov 2007) as a Research Analyst, UTI Asset Management Company Private Limited (July 2006 to Aug 2007) as a Research Analyst/as a sales & Marketing Manager (May 2004 to June 2006).

Fund Name
Classification
Fund AUM (Cr.)
JM Dynamic Bond Fund (G)
Debt: Dynamic Bond
59.71
JM Dynamic Bond Fund (Half-Bonus)
Debt: Dynamic Bond
44.03
JM Dynamic Bond Fund - Direct (G)
Debt: Dynamic Bond
59.71
JM Dynamic Bond Fund - Direct (Half-Bonus)
Debt: Dynamic Bond
44.03
TRUSTMF Banking & PSU Fund - Dir (G)
Debt: Banking and PSU
129.45
TRUSTMF Banking & PSU Fund - Reg (G)
Debt: Banking and PSU
129.45
TRUSTMF Corporate Bond Fund - Direct (G)
Debt: Corporate Bond
21.84
TRUSTMF Corporate Bond Fund - Regular (G)
Debt: Corporate Bond
21.84
TRUSTMF FMP - Series II (1196 Days) - Dir (G)
Debt: Fixed Maturity Plans
62.78
TRUSTMF FMP - Series II (1196 Days) - Reg (G)
Debt: Fixed Maturity Plans
62.78
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Reverse Repo / Treps / CCIL10.03%
Bank of Baroda6.23%
Punjab National Bank5.46%
HDFC BANK LTD4.34%
Bajaj Financial Securities Limited3.65%
Fund Name1M3M6M1Y3Y5YSince Inception
JM Dynamic Bond Fund (G)
-0.08%
1.23%
1.45%
6.82%
7.1%
5.59%
6.63%
JM Dynamic Bond Fund (Half-Bonus)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
JM Dynamic Bond Fund - Direct (G)
-0.04%
1.37%
1.72%
7.34%
7.54%
6.09%
7.55%
JM Dynamic Bond Fund - Direct (Half-Bonus)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
TRUSTMF Banking & PSU Fund - Dir (G)
0.23%
1.54%
2.59%
7.77%
7.63%
N/A
6.1%
TRUSTMF Banking & PSU Fund - Reg (G)
0.19%
1.42%
2.34%
7.23%
7.1%
N/A
5.57%
TRUSTMF Corporate Bond Fund - Direct (G)
-0.04%
1.26%
2.19%
7.13%
N/A
N/A
7.49%
TRUSTMF Corporate Bond Fund - Regular (G)
-0.08%
1.15%
1.99%
6.7%
N/A
N/A
7.06%
TRUSTMF FMP - Series II (1196 Days) - Dir (G)
0.53%
1.72%
3.49%
8.4%
N/A
N/A
8.63%
TRUSTMF FMP - Series II (1196 Days) - Reg (G)
0.52%
1.7%
3.44%
8.3%
N/A
N/A
8.51%
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History