JM Multi Asset Allocation Fund Direct Growth
Get the latest NAV of JM Multi Asset Allocation Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.43
NAV as on 14 Aug 2026
4.34%/per year
Since Inception
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73 people have invested ₹ 15.7L in JM Multi Asset Allocation Fund in the last three months
JM Multi Asset Allocation Fund Performance vs. Multi Asset Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-26)
The fund has underperformed the benchmark (Multi Asset Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
JM Multi Asset Allocation Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
JM Multi Asset Allocation Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | Composite of Nifty 500 |
| AUM | -- |
| Inception Date | 15 July, 2026 |
| Min Lumpsum/SIP | ₹5,000/₹1,000 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   High Risk |
About JM Multi Asset Allocation Fund
JM Multi Asset Allocation Fund Direct Growth is a hybrid fund. This fund was started on 15 July, 2026. The fund is managed by Killol Pandya, Deepak Gupta, Satish Ramanathan, Asit Bhandarkar. This fund gives you the benefit of diversification.
Key Parameters
- JM Multi Asset Allocation Fund has ₹0 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
JM Multi Asset Allocation Fund has given a CAGR return of 4.34% since inception.
Holdings
JM Multi Asset Allocation Fund has allocated its funds majorly in .
Taxation
As it is a multi asset allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of JM Multi Asset Allocation Fund
To provide long term capital appreciation and generate income by investing in instruments across multiple asset classes viz. Equity, Debt, Gold/silver related instruments and other exchange traded commodity derivatives. However, there is no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. JM Multi Asset Allocation Fund has no lock in period.
Fund Manager
Killol Pandya
Fund Manager of JM Multi Asset Allocation Fund, since 15 July 2026
Deepak Gupta
Fund Manager of JM Multi Asset Allocation Fund, since 15 July 2026
Satish Ramanathan
Fund Manager of JM Multi Asset Allocation Fund, since 15 July 2026
Asit Bhandarkar
Fund Manager of JM Multi Asset Allocation Fund, since 15 July 2026
Frequently Asked Questions for JM Multi Asset Allocation Fund Direct Growth
How do I invest in JM Multi Asset Allocation Fund?
- Download the INDmoney app.
- Search for ‘JM Multi Asset Allocation Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.