JP Morgan Mutual Fund

JPMorgan Asset Management is one of the six largest active investment managers in the world on the basis of assets under management (Source: Pensions & Investments, December 2005). As of 30 June 2007, assets under management stand at US$1,108.6 billion - a reflection of the high regard in which we are held by investors across the world.

We are a truly global investment manager, with over 5,700 employees in 40 cities around the world. We employ over 670 investment professionals (portfolio managers, analysts, investment team heads etc) who are based in investment centres across Europe, Asia, Japan and the Americas, connected by four investment hubs in London, New York, Tokyo and Hong Kong.

Institutional investors can choose to invest through pooled funds or segregated portfolios, and the same highly-regarded investment teams are used in both cases. Institutional clients include pension funds, charities & foundations, corporates and central banks.

JPMorgan Mutual Fund
The Mutual Fund was established as a trust under the Indian Trusts Act, 1882, in terms of the Trust Deed dated December 4, 2006 and is registered under the Indian Registration Act, 1908. The fund has been registered with SEBI vide Registration No.MF/053/07/01

Sponsor: JPMorgan Asset Management (Asia) Inc.
Trustee: JPMorgan Mutual Fund India Pvt. Ltd.
Investment Manager: JPMorgan Asset Management India Private Limited Statutory Details: JPMorgan Mutual Fund Private Limited, a company incorporated under the Companies Act, 1956, acts as the trustee company of the Fund. JPMorgan Mutual Fund, a trust registered with SEBI under the SEBI Regulations, vide Registration No. MF053/07/01 dated February 8, 2007.
Summary of Schemes
No of schemes : 245
Corpus under management : Rs.16247.52 crs. (as on 31-Mar-2014)
Equity Funds (12) | Fixed Maturity Plans (112) | Gilt Funds (14) | Global Funds (10) | Income Funds (28) | Interval Income Funds (4) | Liquid Funds (22) | Short Term Income Funds (20) | Ultra Short Term Funds (23)

AUM Trend


Top 5 Funds

Scheme Name NAV(Rs.) 1m % 3m % 6m % 1y % 3y %
JPMorgan India Smaller Companies Fund - Direct (G) 11.2 8.8 15.2 26.9 31.7 NA
JPMorgan India Smaller Companies Fund (G) 11.1 8.7 14.9 26.3 30.4 11.9
JPMorgan India Equity Fund - Direct (G) 16.5 5.1 8.0 12.2 19.8 NA
JPMorgan India Tax Advantage Fund - Direct (G) 22.5 5.0 8.4 13.2 19.4 NA
JPMorgan India Equity Fund (G) 16.3 5.0 7.8 11.7 18.6 5.8

Contact Information

J.P.Morgan Tower, Off. C.S.T. Road,
Kalina, Santacruz,
East Mumbai- 400 098.
Phone: +91 22 6157 3000
Service Centre
Block B,5th Floor,
22 Camac Street,
Kolkata - 700016
Phone: 9133-22171136


Refinancing your Home Loan
In such situation refinancing your existing mortgage, also known as balance transfer of home loan, can be the option that would figure top in your priority..
Mutual Funds: Change of bank mandate
Unitholders need to submit a written request for change in their bank account details..
Form 15G & 15H: Save TDS on interest on FDs
No TDS is deducted by banks on interest earned in saving bank accounts and recurring deposit accounts..
5 reasons why your Home loan may get rejected
Having a home of your own is a dream you may have cherishedand worked hard to put together the down payment for the same..
What is debt-to-income ratio? How does it affect my home loan?
When Yash Naidu, a Mumbai-based CG artiste applied for a home loan he was in for a shock. ..

Key Information

Incorporation Date : 20-Sep-2006
Total Assets Managed (Cr.) : 824.77
Trustee/s : Dharmendra Bhandari
Chairman : N/A
CEO / MD : Nandkumar Surti
President : N/A
Director/s : Mr. Christopher Spelman
Compliance Officer/s : Yash Kumar
Investor Service Officer/s : Manoj Vaswani
Fund Manager/s : Karan Sikka

Other Information

Auditors :  N/A
Registered Office : J.P.Morgan Tower, Off. C.S.T. Road, ,Kalina, Santacruz, ,East Mumbai- 400 098.
Contact Nos : +91 22 6157 3000
Fax : +91 22 6157 4170
Email :
Website :

Fund Manager Speak

V Balasubramanian, Head-Equity & Fund Manager – Equity & Gold, IDBI Asset Management Ltd
“The policy tightening measures by the RBI to ease inflation is not anticipated at this moment, while at the same time a reduction in key policy rates is a..
Jimmy Patel, CEO, Quantum Asset Management
Kaushik Dani, Head – Equity Funds, Peerless Mutual Fund
View all Fund Manager Speak >>