J M Financial Ltd • Equity
Apex is an equity portfolio management service (PMS) strategy run by J M Financial Ltd, launched on 1 Feb 2023. As of 30 Sep 2026, it manages ₹654 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.30% over 1 year and +15.83% over 3 years (+18.41% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 6.63 percentage points ahead of its benchmark. Its 3-year return ranks 95th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Ashish Chaturmohta.
Ranked nearby on 3-year return: Financial Freedom (+16.06%), BRAINPOINT Future Winners (+15.88%), Alchemy Smart Alpha 250 (+15.80%), Flexi-cap Fundamental Opportunities (+15.77%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.99% |
| 3 Months | +3.30% |
| 1 Year | +15.30% |
| 3 Years | +15.83% |
| Since Inception | +18.41% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callApex has a 1-year return of +15.30%, a 3-year return of +15.83% and +18.41% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Apex returned +15.83% against +9.20% for the BSE 500 TRI, 6.63 percentage points ahead. Over 1 year it returned +15.30% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Apex's 3-year return of +15.83% ranks 95th as of 30 Sep 2026.
Apex is managed by Ashish Chaturmohta at J M Financial. The strategy manages ₹654 Cr of client assets as of 30 Sep 2026.
Apex manages ₹654 Cr of client assets as of 30 Sep 2026.
The minimum investment for Apex is ₹50 Lakhs.
Apex was launched on 1 Feb 2023. It has a 3-year track record.
Description
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