J M Financial Ltd • Equity
Focus is an equity portfolio management service (PMS) strategy run by J M Financial Ltd, launched on 15 Oct 2012. As of 30 Sep 2026, it manages ₹286 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +2.15% over 1 year, +12.76% over 3 years and +8.02% over 5 years (+14.69% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.56 percentage points ahead of its benchmark. Its 3-year return ranks 181st 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: RH Minerva India Under-Served (+12.80%), Ventura Multicap Portfolio Management Scheme (+12.77%), White Oak India Equity Portfolio Approach (+12.71%), White Oak India Pioneers Equity ESG Portfolio (+12.69%).
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 | -4.32% |
| 3 Months | -1.31% |
| 1 Year | +2.15% |
| 3 Years | +12.76% |
| 5 Years | +8.02% |
| Since Inception | +14.69% |
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 callFocus has a 1-year return of +2.15%, a 3-year return of +12.76%, a 5-year return of +8.02% and +14.69% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Focus returned +8.02% against +8.91% for the BSE 500 TRI, 0.89 percentage points behind. Over 3 years it returned +12.76% against +9.20%; Over 1 year it returned +2.15% 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, Focus's 3-year return of +12.76% ranks 181st as of 30 Sep 2026.
Focus is managed by Ashish Chaturmohta at J M Financial. The strategy manages ₹286 Cr of client assets as of 30 Sep 2026.
Focus manages ₹286 Cr of client assets as of 30 Sep 2026.
The minimum investment for Focus is ₹50 Lakhs.
Focus was launched on 15 Oct 2012. It has a 13-year track record.
Description
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