Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

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5 funds

ordered by size · names starting with J

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
JM Aggressive Hybrid Fund JM Financial Asset Management Limited · Ruchi Fozdar, since Oct 2024	Aggressive Hybrid	₹139.87 21 Sep 2026	0.1%	13.4%	₹706 Cr	0.74% Regular 2.04%	beat peers in 53% of 3-yr windows109 windows
JioBlackRock Arbitrage Fund Jio BlackRock Asset Management Private Limited · Anand Shah, since Dec 2025	Arbitrage	₹10.53 21 Sep 2026	—	—	₹572 Cr	1.93% Regular 3.53%	not measured
JM Arbitrage Fund JM Financial Asset Management Limited · Asit Bhandarkar, since Jul 2014	Arbitrage	₹37.42 21 Sep 2026	6.4%	7.0%	₹453 Cr	0.35% Regular 0.91%	beat peers in 0% of 3-yr windows109 windows
JM Multi Asset Allocation Fund JM Financial Asset Management Limited	Multi Asset Allocation	₹10.35 21 Sep 2026	—	—	₹155 Cr	0.37% Regular 1.82%	not measured
JioBlackRock Balanced Advantage Fundno recent NAV Jio BlackRock Asset Management Private Limited	Dynamic Asset Allocation or Balanced Advantage	—	—	—	—	—	not measured

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.