MFIC › Fund managers › Ruchi Fozdar

Ruchi Fozdar

Fund manager of 16 schemes tracked by MFIC at JM Financial Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 2 Oct 2026.

Schemes
16
Earliest start listed
3 Apr 2024
3Y CAGR above category median
7 of 14
AUM of these schemes
₹12,552 cr
Schemes managed one line per scheme · Regular plan where available
SchemeCategoryManaging sinceTenure3Y CAGRCategory 3Y median5Y CAGRAUM (₹ cr)
JM Aggressive Hybrid Fund
JM Financial Mutual Fund · Regular
Aggressive Hybrid4 Oct 20242.0 y9.8%8.7%10.6%654
JM Arbitrage Fund
JM Financial Mutual Fund · Regular
Arbitrage4 Oct 20242.0 y6.2%6.6%5.7%339
JM Dynamic Term Fund
JM Financial Mutual Fund · Regular
Dynamic Bond3 Apr 20242.5 y6.2%6.2%5.5%52
JM ELSS - Tax Saver Fund
JM Financial Mutual Fund · Regular
ELSS4 Oct 20242.0 y13.8%9.1%12.0%240
JM Flexi Cap Fund
JM Financial Mutual Fund · Regular
Flexi Cap4 Oct 20242.0 y11.9%9.7%13.2%5,038
JM Focused Fund
JM Financial Mutual Fund · Regular
Focused4 Oct 20242.0 y8.9%9.4%10.3%273
JM Large & Mid Cap Fund
JM Financial Mutual Fund · Regular
Large & Mid Cap25 Jul 20251.2 yn/a10.6%n/a449
JM Large Cap Fund
JM Financial Mutual Fund · Regular
Large Cap4 Oct 20242.0 y7.5%7.5%8.2%357
JM Liquid Fund
JM Financial Mutual Fund · Regular
Liquid3 Apr 20242.5 y6.8%6.8%6.2%1,701
JM Medium to Long Term Fund
JM Financial Mutual Fund · Regular
Medium to Long Duration3 Apr 20242.5 y5.9%5.9%4.7%29
JM Mid Cap Fund
JM Financial Mutual Fund · Regular
Mid Cap4 Oct 20242.0 y15.7%13.9%n/a1,304
JM Overnight Fund
JM Financial Mutual Fund · Regular
Overnight3 Apr 20242.5 y5.9%6.0%5.6%83
JM Short Term Fund
JM Financial Mutual Fund · Regular
Short Duration3 Apr 20242.5 y6.3%6.7%n/a79
JM Small Cap Fund
JM Financial Mutual Fund · Regular
Small Cap4 Oct 20242.0 yn/a13.5%n/a939
JM Ultra Short to Short Term Fund
JM Financial Mutual Fund · Regular
Ultra Short to Short Term3 Apr 20242.5 y6.8%6.8%6.0%236
JM Value Fund
JM Financial Mutual Fund · Regular
Value4 Oct 20242.0 y10.0%10.0%13.0%778

Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.

Questions
Which mutual fund schemes does Ruchi Fozdar manage?
According to the schemes' Summary Documents, Ruchi Fozdar is a listed fund manager of 16 schemes tracked by MFIC: JM ELSS - Tax Saver Fund, JM Flexi Cap Fund, JM Focused Fund, JM Large & Mid Cap Fund, JM Large Cap Fund, JM Mid Cap Fund, JM Small Cap Fund, JM Value Fund, JM Aggressive Hybrid Fund, JM Arbitrage Fund, JM Dynamic Term Fund, JM Liquid Fund and others.
Since when has Ruchi Fozdar managed these schemes?
The earliest start date listed is 3 Apr 2024. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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