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Liquidregulargrowth📊 NIFTY Liquid Index A-I(SEBI default)

JM Liquid Fund - Growth Option

JM Financial Mutual Fund

#37 of 56 (1Y)

₹75.1636

0.03 (+0.03%)

NAV as of 31 May 2026

Today's NAV — all variants

Regular · Growth

₹₹24.0124

0.00 (+0.02%)

17 May 2026

AMFI: HIST_KF_INF192K01908

Direct · Growth

₹₹41.4437

0.00 (+0.00%)

31 May 2026

AMFI: 148414

Regular · IDCW

₹₹11.0134

0.00 (+0.03%)

31 May 2026

AMFI: 100233

Direct · IDCW

₹₹11.0161

0.00 (+0.03%)

31 May 2026

AMFI: 120407

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.11%
1 Month+0.42%
3 Months+1.57%
6 Months+3.04%
1 Year+6.04%
3 Years (CAGR)+6.78%
5 Years (CAGR)+5.98%
10 Years (CAGR)+6.02%
Since Inception (Dec 1997)+7.36%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+6.13%
3 Year SIP+6.59%
5 Year SIP+6.49%
Since Inception (Dec 1997)+6.85%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,70,500

Invested

₹5,05,301

Value today

6.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹7,512

Value today

7.4%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹17,05,000

Withdrawn

₹24,59,097

Corpus left

+₹31,64,097 net gain — withdrew ₹17,05,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,39,337

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,39,337 — a 1.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹82,599

Regular plan

₹82,174

Direct earns ₹425 more on a ₹60K investment0.07% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseJM Financial Mutual Fund
CategoryLiquid
Plan Typeregular
Optiongrowth
AUM₹2,597 Cr
Expense Ratio0.26%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY Liquid Index A-I
Launch Date31 Dec 1997
AMFI Code100234

Risk Metrics

Trailing 1 year, annualised

-17.62

Sharpe Ratio

Alpha

Beta

-13.39

Sortino

0.13%

Std Dev

0.00%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

JM Liquid Fund - Growth Option invests in money market instruments and debt securities with maturity up to 91 days. Liquid funds offer high liquidity, capital safety, and are commonly used for parking surplus cash or as emergency fund vehicles.

About This Fund

JM Liquid Fund - Growth Option is a Liquid mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 28 years. It manages assets worth ₹2,597 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Liquid Index A-I. The current expense ratio is 0.26%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Investors looking to park surplus cash for very short periods
  • SIP investors who can benefit from rupee cost averaging during market fluctuations