MUTUAL FUNDS
JM Financial AMC announces change in risk-o-meter of Low Duration Fund
Dec-08-2025

JM Financial Asset Management (AMC) has announced addendum to the Scheme Information Document (SID) and Key Information Memorandum (KIM) of the Schemes and Statement of Additional Information (SAI) of JM Financial Mutual Fund.

Pursuant to SEBI Master Circular SEBI/HO/IMD/IMD-PoD-1/P/CIR/2024/90 dated June 27, 2024, JM Financial Mutual Fund has informed that the Product Labelling (Risk-o-meter) of JM Low Duration Fund (the Scheme), an open-ended low duration debt scheme investing in instruments such that the Macaulay duration$ of the portfolio is between 6 to 12 months with relatively low interest rate risk and moderate credit risk stands revised from ‘Low to Moderate’ to ‘Moderate’.

This Notice-cum-Addendum forms an integral part of SID & KIM of the Schemes and SAI of the Mutual Fund, as amended from time to time. All the other terms and conditions of the SID & KIM of the Schemes and SAI of the Mutual Fund will remain unchanged.

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