MUTUAL FUNDS
JM Financial AMC announces change in key personnel, fund management responsibilities
Nov-07-2024

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

JM Financial Mutual Fund has informed that Killol Pandya has been designated as Key Personnel of the AMC with effect from November 05, 2024. Accordingly, following details pertaining to Killol Pandya shall be incorporated in the SAI under the para titled ‘Information on ‘Key Personnel’: Killol Pandya (25 years) is a B.Com graduate and post graduate in MMS in Finance. Mr Pandya has more than 17 years of experience in the asset management industry. Before joining JM Financial Asset Management, he was associated with Barclays Securities India, Essel Mutual Fund and LIC Nomura Mutual Fund as a Debt Fund Manager.

Further, fund management responsibilities of the following Schemes of the Mutual Fund have been revised with effect from November 05, 2024 as follows: The Fund Manager of JM Overnight Fund, JM Liquid Fund, JM Short Duration Fund, JM Dynamic Bond Fund, JM Low Duration Fund and JM Medium to Long Duration Fund is Killol Pandya and Co-Fund Managers are Naghma Khoja & Ruchi Fozdar.

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


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