Multi Asset / Dynamic
JM Multi Asset Allocation Fund (Regular) - Growth Option · Direct · Growth
NAV
₹9.9825
as of 20 Jul 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
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- 5Y
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- Since Inception
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SIP returns (XIRR)
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Performance Comparison
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Fund Details
Fund HouseJM Financial Mutual Fund
CategoryMulti Asset / Dynamic
Launch Date20 Jul 2026
AMFI Code154423
Investment Objective
JM Multi Asset Allocation Fund (Regular) - Growth Option · Direct · Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.
About This Fund
JM Multi Asset Allocation Fund (Regular) - Growth Option · Direct · Growth is a Multi Asset / Dynamic mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 0 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations