Multi Asset / Dynamic
JM Multi Asset Allocation Fund (Regular) - Growth Option · Direct · Growth
NAV
₹10.0682
as of 30 Sept 2026
Expense Ratio
1.30%
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +0.86%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -5.03%
Performance Comparison
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Fund Details
Fund HouseJM Financial Mutual Fund
CategoryMulti Asset / Dynamic
Launch Date20 Jul 2026
AMFI Code154423
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% if redeemed switched out within 60 days from the date of allotment. For lumpsum investment switch in the applicable exit load will be as on the date of allotment. For SIP STP-in investments exit load will be based on the load structure as on the registration date
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
What this fund does
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. The current expense ratio is 1.30%.