MUTUAL FUNDS
JM Financial Asset Management announces Modification to SWP facility
Feb-27-2026

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. 

JM Financial Mutual Fund has informed that the AMC has decided to reduce the minimum amount under the Systematic Withdrawal Plan (SWP) facility being offered under all the Schemes of the Mutual Fund with effect from February 26, 2026 (‘Effective Date’) as follows: The Minimum Amount for withdrawal under Fixed Amount Withdrawal (FAW) and Minimum Amount for withdrawal under Capital Appreciation Withdrawal (CAW) stand revised from Rs. 1000/- each instalment. Further in multiples of Rs 1/- to Rs. 500/- each instalment. Further in Minimum Amount for multiples of Rs 1/-.

All other terms and conditions of SWP facility shall remain unchanged. This Notice-cum-Addendum forms an integral part of SID and 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 and KIM of the Schemes and SAI of the Mutual Fund will remain unchanged. The SID should be read in conjunction with the SAI and not in isolation. 


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