MUTUAL FUNDS
JM Financial AMC announces change in name of schemes
Aug-21-2026

JM Financial Asset Management (AMC) has announced addendum to the Scheme Information Document (‘SID’) & Key Information Memorandum (‘KIM’) of certain schemes and Statement of Additional Information (‘SAI’) of JM Financial Mutual Fund. 

JM Financial Mutual Fund has informed that pursuant to SEBI circular dated February 26, 2026, with respect to Categorization and Rationalization of Mutual Fund Schemes read with Chapter 3 of SEBI Master Circular for Mutual Funds No. HO/24/13/11(1)2026-IMD-POD-1/I/7602/2026 dated March 20, 2026, name of the following Schemes will be revised with effect from Wednesday, August 26, 2026 (‘Effective date’):

1. JM Midcap Fund to JM Mid Cap Fund

2. JM Flexicap Fund to JM Flexi Cap Fund 

3. JM ELSS Tax Saver Fund to JM ELSS - Tax Saver Fund

4. JM Low Duration Fund to JM Ultra Short to Short Term Fund

5. JM Dynamic Bond Fund to JM Dynamic Term Fund

6. JM Short Duration Fund to JM Short Term Fund

7. JM Medium to Long Duration Fund to JM Medium to Long Term Fund

Accordingly, all references to the existing names of the aforesaid schemes in their respective SIDs, KIMs and SAI shall be read as references to their corresponding new names as stated above. 

This notice-cum-addendum forms an integral part of the SID and KIM of the Schemes and SAI of the Fund as amended from time to time. All other terms and conditions of the SID and KIM of the Schemes and SAI of the Fund will remain unchanged.


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