MUTUAL FUNDS
JM Financial MF introduces Multi Asset Allocation Fund
Jun-24-2026

JM Financial Mutual Fund has launched JM Multi Asset Allocation Fund, an open-ended scheme investing in equity and equity related instruments, debt & money market securities, gold/silver related instruments and other exchange traded commodity derivatives. The NFO opens for subscription on June 24, 2026 and closes on July 08, 2026. The Entry Load is not applicable for the scheme. The Exit load: In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 60 days from the date of allotment and No Exit Load is payable if Units are redeemed / switched-out after 60 days from the date of allotment. The minimum subscription amount is Rs 5,000/- per Plan / Option / Sub-Option and in multiples of any amount thereafter.

The performance of the Scheme will be benchmarked with Composite of Nifty 500 (55%) + CRISIL Short term bond Index (30%) + Domestic Price of Gold (10%) + Domestic Price of silver (5%) and its fund managers are Asit Bhandarkar, Deepak Gupta and Killol Pandya.

The investment objective of the scheme is to provide long term capital appreciation and generate income by investing in instruments across multiple asset classes viz. Equity, Debt, Gold/silver related instruments and other exchange traded commodity derivatives. 


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