JM Multi Asset Allocation Fund Direct-Growth

Fund Card

Value Research Rating

Unrated

Our Opinion

Riskometer

High

Returns

Calculate SIP Returns of JM Multi Asset Allocation Fund Direct-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

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Risk

This fund has High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

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Portfolio of JM Multi Asset Allocation Fund Direct-Growth

Asset Allocation

Market Cap Weightage

Portfolio Breakdown

Other details of JM Multi Asset Allocation Fund Direct-Growth

Assets

₹-- Cr

Exit Load (Days)

1.00 (60)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

Min. SIP Investment (₹)

1,000

Min. No of Cheques

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About JM Multi Asset Allocation Fund Direct-Growth

JM Multi Asset Allocation Fund Direct-Growth is a hybrid mutual fund scheme of JM Financial Mutual Fund. Launched on July 08, 2026, it is currently managed by Asit Bhandarkar, Killol Pandya and Deepak Gupta. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

JM Multi Asset Allocation Fund - Direct Plan is a multi asset allocation fund. Such funds invest your money in a mix of equity shares, bonds and commodities (usually gold) such that each has at least 10 per cent allocation at all times. XX The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.

Suitability

Multi Asset Allocation funds are suitable for investors:

Looking to invest in a portfolio of equity, debt and commodity for moderate returns
Who prefer to let fund manager decide how much to invest in equity, debt and commodity
Aiming for long term wealth creation
With a 5-8 year investment horizon
Who are new/unfamiliar with market's ups and downs

Note:

Invest only through SIP

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FAQ for JM Multi Asset Allocation Fund Direct-Growth

How to Invest in JM Multi Asset Allocation Fund Direct-Growth?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of JM Multi Asset Allocation Fund Direct-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, JM Multi Asset Allocation Fund Direct-Growth can be bought from the JM Financial Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What is the return of JM Multi Asset Allocation Fund Direct-Growth in the last 5 years?

Over the past five years, JM Multi Asset Allocation Fund Direct-Growth has delivered an annualised return of % as of 17-Jun-2026.

What is the minimum investment required in JM Multi Asset Allocation Fund Direct-Growth?

The minimum investment required to start investing in JM Multi Asset Allocation Fund Direct-Growth is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.