MUTUAL FUNDS
JM Financial Asset Management announces launch of Multi Asset Allocation Fund
Jun-22-2026

JM Financial Mutual Fund has announced the launch of the 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 new fund will open for subscription on June 24, 2026 and closes on July 08, 2026. The scheme will re-open for continuous sale & repurchase not later than: July 20, 2026.

The Minimum Investment Amount of the scheme is Rs. 5,000/- per Plan / Option / Sub-Option and in multiples of any amount thereafter and Minimum Additional Investment Amount is Rs. 1000/- and in multiples of any amount thereafter.

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. No Entry / Exit Load shall be levied on units allotted on Reinvestment of Income Distribution cum Capital Withdrawal Option.

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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