Value Research: The Complete Guide to Mutual Funds

Exclude: Fixed Maturity Plan (FMPs) Plans Suspended for Sales Direct Plans

Fund Name	Launch Date	Category	Rating	Risk Grade	Return Grade	1 Year Return	Expense Ratio
JM Arbitrage Advantage	2006-06Jun-2006	Hybrid: Arbitrage	2 Star	Above Avg.	Below Avg.	8.59	1.00
JM Arbitrage Advantage Direct	2013-01Jan-2013	Hybrid: Arbitrage	0Unrated	--	--	--	--
JM Balanced	1994-12Dec-1994	Hybrid: Equity-oriented	1 Star	High	Low	19.08	2.88
JM Balanced Direct	2013-01Jan-2013	Hybrid: Equity-oriented	0Unrated	--	--	--	--
JM Basic	2005-06Jun-2005	Equity: Others	0Unrated	--	--	13.55	2.76
JM Basic Direct	2013-01Jan-2013	Equity: Others	0Unrated	--	--	--	--
JM Core 11	2008-02Feb-2008	Equity: Large & Mid Cap	0Unrated	--	--	12.30	2.88
JM Core 11 Direct	2013-01Jan-2013	Equity: Large & Mid Cap	0Unrated	--	--	--	--
JM Equity	1994-12Dec-1994	Equity: Large Cap	1 Star	High	Low	14.00	2.88
JM Equity Direct	2013-01Jan-2013	Equity: Large Cap	0Unrated	--	--	--	--
JM Floater LT	2007-05May-2007	Debt: Ultra Short Term	0Unrated	--	--	7.35	0.56
JM Floater LT Direct	2013-01Jan-2013	Debt: Ultra Short Term	0Unrated	--	--	--	--
JM Floater LT Premium^#	2004-10Oct-2004	Debt: Ultra Short Term	0Unrated	--	--	7.45	--
JM Floater ST	2003-06Jun-2003	Debt: Liquid	3 Star	Below Avg.	Below Avg.	7.64	0.41
JM Floater ST Direct	2013-01Jan-2013	Debt: Liquid	0Unrated	--	--	--	--
JM G-Sec	1999-09Sep-1999	Debt: Gilt Medium & Long Term	4 Star	Below Avg.	Avg.	13.60	2.61
JM G-Sec Direct	2013-01Jan-2013	Debt: Gilt Medium & Long Term	0Unrated	--	--	--	--
JM High Liquidity	1997-12Dec-1997	Debt: Liquid	4 Star	Avg.	Avg.	8.96	0.28
JM High Liquidity Direct	2013-01Jan-2013	Debt: Liquid	0Unrated	--	--	--	--
JM High Liquidity Institutional^#	2003-04Apr-2003	Debt: Liquid	4 Star	Avg.	Avg.	8.96	0.81
JM High Liquidity Super Inst^#	2004-05May-2004	Debt: Liquid	5 Star	Low	Above Avg.	9.00	--
JM Income	1994-12Dec-1994	Debt: Income	3 Star	Avg.	Below Avg.	12.77	2.62
JM Income Direct	2013-01Jan-2013	Debt: Income	0Unrated	--	--	--	--
JM MIP	2003-09Sep-2003	Hybrid: Debt-oriented Conservative	1 Star	Avg.	Low	6.51	2.63
JM MIP Direct	2013-01Jan-2013	Hybrid: Debt-oriented Conservative	0Unrated	--	--	--	--
JM Money Manager Reg	2007-07Jul-2007	Debt: Ultra Short Term	5 Star	Below Avg.	Above Avg.	9.43	0.50
JM Money Manager Reg Direct	2013-01Jan-2013	Debt: Ultra Short Term	0Unrated	--	--	--	--
JM Money Manager Super	2007-07Jul-2007	Debt: Ultra Short Term	4 Star	Below Avg.	Above Avg.	9.26	0.43
JM Money Manager Super Direct	2013-01Jan-2013	Debt: Ultra Short Term	0Unrated	--	--	--	--
JM Money Manager Super Plus	2007-07Jul-2007	Debt: Ultra Short Term	4 Star	Low	Above Avg.	9.15	0.51
JM Money Manager Super Plus Direct	2013-01Jan-2013	Debt: Ultra Short Term	0Unrated	--	--	--	--
JM Multi Strategy	2008-08Aug-2008	Equity: Large & Mid Cap	1 Star	High	Low	16.12	2.76
JM Multi Strategy Direct	2013-01Jan-2013	Equity: Large & Mid Cap	0Unrated	--	--	--	--
JM Short-term	2003-04Apr-2003	Debt: Short Term	5 Star	Low	Above Avg.	10.11	0.79
JM Short-term Direct	2013-01Jan-2013	Debt: Short Term	0Unrated	--	--	--	--
JM Short-term Reg^#	2002-06Jun-2002	Debt: Short Term	5 Star	Low	Avg.	9.84	0.93
JM Tax Gain	2008-03Mar-2008	Equity: Tax Planning	1 Star	High	Low	20.59	2.88
JM Tax Gain Direct	2013-01Jan-2013	Equity: Tax Planning	0Unrated	--	--	--	--

# Plans Suspended for Sales

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