Presenting
(An open ended equity scheme investing in both
large cap and mid cap stocks)
| NFO opens on 4th July, 2025 |
NFO closes on 18th July, 2025 |
Core Portfolio Offering
Invests in top-performing companies
across sectors—both traditional and
new-age businesses.
All-Weather Approach
Potential to capture upside and protect
downside across different market cycles.
Seamless Cap Shift
Seamless shift between large and
mid-cap stocks with no tax incidence
of cap shift on investors.
Large Liquid Universe
Covers 82%# of market capitalization
and 57%# of traded volume on NSE.
# - Market coverage in terms of market capitalization is calculated by dividing the sum of the market capitalizations of NSE listed large and mid cap companies by the sum of market capitalization of all listed companies on NSE. Traded volume is the average of daily traded volumes of the last 3 months. It is calculated by dividing the total traded volume of large and midcap companies by the total traded volume of all companies listed on National stock exchange. Source: JMF MF internal research
July 4, 2025 to
July 18, 2025
July 25, 2025
Nifty Large Midcap 250 TRI
August 01, 2025
Fund Manager
Co-Fund Manager
Fund Manager
(Debt Portion)
*Investors should consult their financial advisor if in doubt about whetherthe product is suitable for them.
The product labelling assigned during the New Fund Offer is based on internal assessment of the Scheme Characteristics or model
portfolio and the same may vary post NFO when actual investments are made.
Disclaimer: Neither JM Financial Mutual Fund/JM Financial Trustee Company Private Limited/JM Financial Asset Management Ltd (the company) nor its Directors, employees or representatives shall be liable for any damages, whether direct or indirect, incidental, punitive, special or consequential including lost revenue or lost profits that may arise from or in connection with the use of the information. The Company reserves the right to make modifications and alterations as may be required from time to time.
Registered Office: 7th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400025.
Corporate Office: Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400025.
Corporate Identity Number: U65991MH1994PLC078879.
Tel. No.: (022) 6198 7777. Fax No.: (022) 6198 7704. Toll Free: 1800-1038-345
Website: www.JMFinancialMF.com | Email: investor@jmfl.com / partnercare@jmfl.com
