JM Financial Mutual Fund vs Trust Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

JM Financial Mutual Fund

Minimum Investment

1000

Average Return

12%

Top Schemes

JM Flexicap Fund

JM Value Fund

JM Large Cap Fund

Key Features

JM Financial Group backing

Focused portfolios

Value investing approach

Quality over quantity

Trust Mutual Fund

Minimum Investment

5000

Average Return

12.6%

Top Schemes

Trust Flexi Cap Fund

Trust Small Cap Fund

Trust Multi Cap Fund

Key Features

Research-driven approach

Disciplined investing

Focused portfolios

Risk management focus

Calculate SIP Returns for Both

Calculate with JM

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,12,339

Total Value

₹2,32,339

Invested Amount: 1,20,000
Estimated Returns: 1,12,339
Total Value: 2,32,339

SIP Growth Projection

Calculate with Trust MF

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹6,00,000

Est. Returns

₹6,04,102

Total Value

₹12,04,102

Invested Amount: 6,00,000
Estimated Returns: 6,04,102
Total Value: 12,04,102

SIP Growth Projection

JM Financial Mutual Fund vs Trust Mutual Fund: Which is Better for SIP?

Part of JM Financial Group, offering focused fund management with emphasis on quality and value. Known for concentrated portfolios and long-term wealth creation.

Focused on delivering consistent returns through disciplined investment approach. Known for research-based stock selection and risk management.

Making Your Choice

Both JM and Trust MF are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

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