Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    JM Multi Asset Allocation
  • Opening:
    24th June 2026
  • Closing:
    8th July 2026
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV Units are redeemed/ switched-out within 60 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Asit Bhandarkar, Deepak Gupta, Killol Pandya

Asset Allocation

35- 80% Equity
upto 55% Debt and Money Market
Comparable existing schemes
Aditya Birla Sun Life Multi Asset Allocation 1.83%(6M) 12.22%(1Y)
Axis Multi Asset Allocation -0.11%(6M) 9.73%(1Y)

Fund Prognosis

Idea Distiller

Asset allocation is the whiz kid over the last two years. This is JMs catch up

  • Fund House AAUM:

  • 1,321,924.26(in Lakhs)

  • Fund Manager:

  • Combined experience of above 43 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The category is a very congested one now. Competence will make the differentiator in the coming years.