The New Fund Offer (NFO) will open for subscription on June 24 and close on July 8.
According to the fund house, the scheme is designed to provide investors with a diversified portfolio through a single investment vehicle by allocating across multiple asset classes. The fund will follow a model-guided investment approach supported by an internal asset allocation framework aimed at identifying changing growth and inflation conditions.
The scheme will dynamically allocate investments across asset classes and use a rule-based rebalancing process. JM Financial Mutual Fund said the strategy is intended to capture opportunities across different market environments while seeking risk-adjusted returns over the medium to long term.
The equity component of the portfolio will use the fund house’s proprietary GeeQ (Growth of Earnings and Earnings Quality) framework to identify companies with earnings growth and quality characteristics. The debt allocation will focus on liquidity, credit and interest-rate management within the broader portfolio strategy.
The scheme will be jointly managed by Asit Bhandarkar and Deepak Gupta for equity and commodity-related investments, while Killol Pandya will oversee the debt and money market portion. Satish Ramanathan, Chief Investment Officer – Equity, will advise on asset allocation.
JM Financial Asset Management Ltd., part of the JM Financial Group, offers investment products across equity, debt and hybrid categories. As of 31 May 2026, the mutual fund’s assets under management stood at ₹12,809.11 crore, according to the company.
