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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
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Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Very High
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1.36 |
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|
Very High
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1.31 |
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|
Low
|
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1.05 |
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|
Very High
|
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1.45 |
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|
Very High
|
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1.54 |
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About JM Monthly Income Plan-IDCW Quarterly
JM Monthly Income Plan-IDCW Quarterly is a hybrid mutual fund scheme of JM Financial Mutual Fund. Launched on September 18, 2003, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.
The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.
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Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of JM Monthly Income Plan-IDCW Quarterly through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, JM Monthly Income Plan-IDCW Quarterly can be bought from the JM Financial Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of JM Monthly Income Plan-IDCW Quarterly, is ₹18.1976 as of 05-Apr-2026.
Over the past five years, JM Monthly Income Plan-IDCW Quarterly has delivered an annualised return of --% as of 05-Apr-2026.
The minimum investment required to start investing in JM Monthly Income Plan-IDCW Quarterly is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.