MUTUAL FUNDS
JM Financial AMC announces Change in Key Personnel and Fund Management Responsibilities
Aug-01-2025

JM Financial Asset Management (AMC) has announced addendum to the Statement of Additional Information (‘SAI’), Scheme Information Document (‘SID’) & Key Information Memorandum (‘KIM’) of the Schemes of JM Financial Mutual Fund.

JM Financial Mutual Fund has informed that, Poulomi Dutta has been designated as Key Personnel of the AMC with effect from August 01, 2025. Accordingly, following details pertaining to Poulomi Dutta shall be incorporated in the SAI under the para titled ‘Information on Key Personnel’: Poulomi Dutta (41 years), holds MBA in Finance & Marketing. Ms. Dutta has over 18 years of experience with a focus in strategic alliances with Banks and National Distribution and Business Development. Her last assignment was with Mirae Asset Investment Managers while she has earlier also worked with AMCs like Nippon India Asset Management & Axis Asset Management.

Further, it has informed that Jayant Dhoot, Debt Dealer will be re-designated as Fund Manager - Debt of the AMC with effect from August 01, 2025 and Naghma Khoja, Fund Manager - Debt, will cease to be the Fund Manager and Key Personnel of the AMC with effect from August 01, 2025.

Consequent to the above changes, the fund management responsibilities of JM Dynamic Bond Fund, JM Medium to Long Duration Fund, JM Low Duration Fund, JM Short Duration Fund, JM Liquid Fund, JM Overnight Fund (the schemes) of the Mutual Fund have been revised with effect from August 01, 2025: Killol Pandya remains the Fund Manager with Ruchi Fozdar and Jayant Dhoot as Co-Fund Managers.

This Notice-cum-Addendum forms an integral part of SID & KIM of the Schemes and SAI of the Mutual Fund, as amended from time to time. All the other terms and conditions of the SID & KIM of the Schemes and SAI of the Mutual Fund will remain unchanged.


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