J M Financial PMS strategies
J M Financial runs 6 portfolio management strategies listed with APMI, managing ₹1,043 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Apex | Equity | Ashish Chaturmohta | ₹654 Cr | +15.83% | +6.63 pts | — | ₹50 Lakhs | Sep 2026 |
| Focus | Equity | Ashish Chaturmohta | ₹286 Cr | +12.76% | +3.56 pts | — | ₹50 Lakhs | Sep 2026 |
| Growth and Value | Equity | Ashish Chaturmohta | ₹77.69 Cr | +11.86% | +5.80 pts | — | ₹50 Lakhs | Sep 2026 |
| India Resurgent | Equity | Ashish Chaturmohta | ₹13.79 Cr | +24.30% | +15.10 pts | — | ₹50 Lakhs | Sep 2026 |
| The Opportunistic | Equity | Ashish Chaturmohta | ₹10.65 Cr | +27.11% | +17.91 pts | — | ₹50 Lakhs | Sep 2026 |
| Wealth Builder Equity Enhancer | Equity | — | ₹0.3 Cr | +35.15% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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