JM Multi Asset Allocation Fund NFO

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JM Multi Asset Allocation Fund NFO

What is JM Multi Asset Allocation Fund?

JM Multi Asset Allocation Fund is a scheme investing in equity and equity related instruments, debt & money market securities, gold/silver related instruments and other exchange traded commodity derivatives.

(source: jmfinancialmf.com)

Where does the scheme invest?

– Equity   =   35–80%

Equity and Equity Related Instruments including derivatives and REITs

-Debt      =   10–55%

Debt Securities and Money Market Instruments including mutual funds units

-Gold / Silver   =   10–50%

Gold/Silver – Related Instruments (including ETFs and Sovereign Gold Deposit Schemes) & Exchange Traded Commodity Derivatives (ETCDs) of gold/silver and other commodities, as permitted by SEBI from time to time

– InVITs   =   0–10%

Units issued by InVITs

JM Multi Asset Allocation Fund

Mutual Fund JM Financial Mutual Fund
Scheme Name JM Multi Asset Allocation Fund
Objective of Scheme 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. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
Scheme Type Open Ended
Scheme Category Hybrid Scheme – Multi Asset Allocation
New Fund Launch Date 24 Jun 2026
New Fund Earliest Closure Date 08 Jul 2026
New Fund Offer Closure Date 08 Jul 2026
Indicate Load Separately
Minimum Subscription Amount Rs 5000/-
For Further Details Please Visit Website https://www.jmfinancialmf.com
(source: amfiindia.com)

INTRODUCING JM Multi Asset Allocation Fund NFO

(source: jmfinancialmf.com)

A Regime-based framework designed to adapt :

(source: jmfinancialmf.com)

Invest if you are looking for…

(source: jmfinancialmf.com)

JM Multi Asset Allocation Fund NFO

Application Form

Scheme Documents

SID – JM Multi Asset Allocation Fund NFO

KIM- JM Multi Asset Allocation Fund NFO

Presentation- JM Multi Asset Allocation Fund NFO

(source: jmfinancialmf.com)

JM Multi Asset Allocation Fund NFO RISKOMETER:

(source: jmfinancialmf.com)

FILING COMPLAINTS ON SCORES – EASY & QUICK

a. Register on SCORES portal

b. Mandatory details for filing complaints on SCORES:
i. Name, PAN, Address, Mobile Number, E-mail ID

c. Benefits:
i. Effective communication
ii. Speedy redressal of the grievances

SEBI : https://scores.sebi.gov.in