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Objective : JM Balanced Fund aims to provide steady current income as well as longterm growth of Capital.
Structure : Open Ended Balanced Scheme
Inception Date : December 22, 1994
Plans and Options under the Plan : Dividend, Growth Option.
Face Value (Rs/Unit): Rs. 10
Minimum Investment : Rs.5000.
Entry Load : 2.25% on all investments of less than Rs.3 crores. Nil on all investments of Rs.3 crore and above.
Exit Load : 2.25% on all investments through SIF and STF, if redeemed within 1 year of allotment/transfer.
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