MUTUAL FUNDS
JM Financial AMC announces change in Base TER of Small Cap Fund
Dec-20-2025

JM Financial Asset Management Company (AMC) has announced change in Base Total Expense Ratio (TER) of JM Small Cap Fund, Scheme of JM Financial Mutual Fund.

In accordance with Paragraph 10.1.8 of SEBI Master Circular SEBI/HO/IMD/ IMD-PoD-1/P/CIR/2024/90 dated June 27, 2024 (referred as ‘SEBI Master Circular’) on Total Expense Ratio - Change and Disclosure, JM Financial Mutual Fund has informed that the Base Total Expense Ratio (TER) (i.e. TER excluding additional expenses provided in Paragraph 10.1.7 of SEBI Master Circular) of JM Small Cap Fund - Direct Plan is revised from ‘0.50’ to ‘0.51’ (the schemes/plans) with effect from December 26, 2025.


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