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JM Multi Asset Allocation Fund Direct dividend payout
Hybrid • Multi Asset • Direct dividend payout
Insufficient fund history to generate its report card
Average credit rating
Not Rated
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Multi Asset
Direct dividend payout
Launched On
15 Jul 2026
0.1 years ago
Lock-in Period
No lock-in
NAV
as of 21 Aug 2026
₹10.5152
+0.3723% (0.10)
AUM
₹0 Cr
Expense ratio
0.43%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 60D
1%
If units sold after 60D
0%
Fund House
JM Financial
Inc: 01 Apr 1995 • Total AUM: ₹12,930 Cr • Rank #34JM Financial Mutual Fund, started in 1994, has JM Financial as its sponsor. The fund house is headed by Amitabh Mohanty as the CEO. As of 31 March 2024, it has an AUM of ₹7,439 Cr.
Fund Managers
Satish Ramanathan
Experience: 5.01 yrs • Total AUM: 93,274 Cr
Asit Bhandarkar
Experience: 19.71 yrs • Total AUM: 95,887 Cr
Deepak Gupta
Experience: yrs • Total AUM: 95,887 Cr
Killol Pandya
Experience: yrs • Total AUM: 39,952 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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