JP Morgan Mutual Fund

AMC
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

 
Registered
J.P.Morgan Tower, Off. C.S.T. Road,
Kalina, Santacruz,
East Mumbai- 400 098.
Phone: +91 22 6157 3000
Email: india.ivestors@jpmorgan.com.
Website: www.jpmorganmf.com.
Service Centre
Block B,5th Floor,
22 Camac Street,
Kolkata - 700016
Phone: 9133-22171136
Email: india.ivestors@jpmorgan.com.
Website: www.jpmorganmf.com.

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Key Information

Incorporation Date : 20-Sep-2006
Total Assets Managed (Cr.) : 824.77
Trustee/s : Dharmendra Bhandari
Chairman : N/A
CEO / MD : Nandkumar Surti
CIO : N/A
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 : india.ivestors@jpmorgan.com.
Website :  www.jpmorganmf.com.

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