J m financial mutual fund?
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 19.4% & 17.01%. The JM Large Cap Fund comes under the Equity category of JM Financial Mutual Funds. Minimum Investment Amount: Lump sum minimum amount for JM Large Cap Fund is ₹1,000 and for SIP, it is ₹100.
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 19.4% & 17.01%. The JM Large Cap Fund comes under the Equity category of JM Financial Mutual Funds. Minimum Investment Amount: Lump sum minimum amount for JM Large Cap Fund is ₹1,000 and for SIP, it is ₹100.
View 3 reports from 2 analysts offering long term price targets for JM Financial Ltd.. JM Financial Ltd. has an average target of 102.00. The consensus estimate represents a downside of -6.76% from the last price of 109.40. Reco - This broker has downgraded this stock from it's previous report.
Mr. Nimesh Kampani is a commerce graduate from Sydenham College, Mumbai and a fellow member of the Institute of Chartered Accountants of India (“ICAI”). Mr. Nimesh Kampani is the founder and chairman of JM Financial Group, one of India's leading players in the financial services space.
JM Financial (JMFL) is an Indian financial services group headquartered in Mumbai and has branches across India. It also has overseas branches in Ebene, Singapore, New Jersey and Dubai although almost all the group's business are domestic operations in India.
| Ticker | Name | 5-year return (%) |
|---|---|---|
| GSLLX | Goldman Sachs Flexible Cap Investor | 16.78 |
| USBOX | Pear Tree Quality Ordinary | 16.76 |
| GQEPX | GQG Partners US Select Quality Eq Inv | 16.75 |
| FGRTX | Fidelity® Mega Cap Stock | 16.74 |
- Vanguard Dividend Appreciation Index Admiral Shares (VDADX)
- T. Rowe Price Dividend Growth Fund (PRDGX)
- Vanguard Dividend Growth Investor Shares (VDIGX)
- Vanguard High Dividend Yield Index Admiral Shares (VHYAX)
- Vanguard Equity-Income Investor Shares (VEIPX)
| Year | Initial Target | Mid-Year Target |
|---|---|---|
| 2025 | ₹134.65 | ₹133.25 |
| 2026 | ₹146.95 | ₹145.6 |
| 2027 | ₹159.9 | ₹158.52 |
| 2028 | ₹173.42 | ₹172.08 |
JM Financial Limited was incorporated as a Private Limited Company under the name of 'J.M. Share and Stock Brokers Private Limited' on January 30 1986 under the Companies Act 1956.
JM Financial Ltd.
For the year ending March 2023 JM Financial has declared an equity dividend of 180.00% amounting to Rs 1.8 per share. At the current share price of Rs 109.95 this results in a dividend yield of 1.64%.
Is JM Financial a bank?
JM Financial Products Ltd. (“JMFPL”) is the Non-Banking Finance Company (NBFC) of the JM Financial Group. It is a non-deposit accepting non-banking finance company registered with the Reserve Bank of India. The company enjoys the highest short-term credit rating of A1+ from CRISIL.
About JM Financial Mutual Fund
(formerly known as JM Financial Asset Management Private Limited) is registered under the Companies Act, 1956 and was incorporated on June 9, 1994. On September 1, 1994, JM Financial Asset Management Ltd was appointed as the asset management company of JM Financial Mutual Fund.
JM Financial Services (JMFS), a part of the JM Financial Group, is an award-winning full-service stock broking firm catering to individual and institutional investors across the entire Capital Market spectrum.
As per corporate shareholdings filed for December 31, 2023, J M Financial publicly holds 21 stocks with a net worth of over Rs. 21,618.0 Cr.
JM Financial Ltd. The Company was incorporated as a private limited company on 30th January 1986 in the name of J M Share & Stock Brokers Pvt. Ltd.
Anuj Kapoor - JM Financial Ltd | LinkedIn.
| Mutual funds | 1-year return (%) |
|---|---|
| Aditya Birla Sun Life Pure Value Fund | 43.02 |
| Axis Value Fund | 40.16 |
| SBI Long Term Equity Fund | 40.00 |
| HDFC Multi Cap Fund | 40.19 |
- SBI Small Cap Fund. 18.46%
- Axis Growth Opportunities Fund. 18.01%
- Quant Active Fund. 17.71%
- Mirae Asset Emerging Bluechip. 17.63%
- Mirae Asset Tax Saver Fund. 17.45%
- Nippon India Small Cap Fund. 17.09%
- Axis Small Cap Fund. 17.05%
- Mahindra Manulife Mid Cap Fund. 15.62%
A well-constructed dividend portfolio could potentially yield anywhere from 2% to 8% per year. This means, to earn $3,000 monthly from dividend stocks, the required initial investment could range from $450,000 to $1.8 million, depending on the yield. Furthermore, potential capital gains can add to your total returns.
To generate $5,000 per month in dividends, you would need a portfolio value of approximately $1 million invested in stocks with an average dividend yield of 5%. For example, Johnson & Johnson stock currently yields 2.7% annually. $1 million invested would generate about $27,000 per year or $2,250 per month.
Can you make a living off mutual funds?
If you have a substantial amount to invest, it can be possible to make a living investing in dividend mutual funds. If you have that much discretionary capital on hand, however, you may be better served by diversifying your portfolio by investing in other securities.
By 2025, the famed market watcher and founder of Yardeni Research sees the S&P 500 jumping nearly 30% to 6,000. “Christmas is in two weeks. This year's Santa Claus rally started early… Will it last through Christmas?
| Year | Prediction | Change |
|---|---|---|
| 2027 | $ 190.29 | 18.08% |
| 2028 | $ 201.13 | 24.81% |
| 2029 | $ 212.59 | 31.92% |
| 2030 | $ 224.71 | 39.44% |
The JM Midcap Fund - Regular Plan is managed by Satish Ramanathan (Since Oct 31, 2022) , Chaitanya Choksi (Since Oct 31, 2022) and Gurvinder Singh Wasan (Since Dec 01, 2022).
