JM Multi Asset Allocation Fund Direct

📊 Key Details of JM Multi Asset Allocation Fund Direct

Fund House: JM Financial Mutual Fund
Category: Hybrid – Multi Asset Allocation
Plan Options: Direct Growth & IDCW
Launch Window (NFO): June 24, 2026 – July 8, 2026
Allotment Date: July 20, 2026
Initial NAV: ₹10
Benchmark: Composite of NIFTY 500 TRI (55%), CRISIL Short-Term Bond Index (30%), Domestic Price of Gold (10%), Domestic Price of Silver (5)
Exit Load: 1% if redeemed within 60 days
Minimum Investment: ₹5,000 (lump sum); SIP details yet to be announced
Riskometer: High Risk

The scheme is jointly managed by:

Diversified allocation across equity, debt, gold, and silver ETFs/derivatives.
Seeks long-term capital appreciation with income generation.
Designed to balance risk by spreading across multiple asset classes.

Diversification: Exposure to equity, debt, and commodities in one scheme.
Tax Efficiency: Equity allocation ≥65% may qualify for equity taxation.
Professional Management: Four experienced fund managers with diverse expertise.
New Fund Offer: Opportunity to enter at base NAV (₹10).

High Risk: Suitable for investors with long-term horizons and higher risk appetite.
New Fund: No performance track record yet; returns depend on execution.
Exit Load: 1% if redeemed within 60 days, limiting short-term liquidity.