JM Financial AMC announces change in Risk-o-meter of Multi Asset Allocation Fund
JM Financial Asset Management (AMC) has announced Addendum to the Scheme Information Document ‘SID’ and Key Information Memorandum ‘KIM’ of JM Multi Asset Allocation Fund of JM Financial Mutual Fund.
Pursuant to Paragraph 6.16 of SEBI Master Circular HO/24/13/11(1)2026-IMDPOD1/I/7602/2026 dated March 20, 2026, JM Financial Mutual Fund has informed that the Product Labelling (Risk-o-meter) of JM Multi Asset Allocation Fund (the scheme) (an open-ended scheme investing in equity and equity related instruments, debt & money market securities, gold/silver related instruments and other exchange traded commodity derivatives) stands revised from ‘High’ to ‘Very High’. JM Multi Asset Allocation Fund is a new scheme (initial allotment date is July 15, 2026).
The scheme risk level in the existing risk-o-meter mentioned above in the product labelling assigned during the New Fund Offer (NFO) was ‘High’ Risk. The above revised scheme risk-o-meter is based on the evaluation of the portfolio data as of July 31, 2026.
This Notice-cum-Addendum forms an integral part of SID & KIM of the Scheme as amended from time to time. All the other terms and conditions of the SID & KIM of the Scheme will remain unchanged.
