J M Financial Ltd • Equity
Growth and Value is an equity portfolio management service (PMS) strategy run by J M Financial Ltd, launched on 1 Mar 2005. As of 30 Sep 2026, it manages ₹77.69 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are -0.84% over 1 year, +11.86% over 3 years and +6.70% over 5 years (+13.15% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 5.80 percentage points ahead of its benchmark. Its 3-year return ranks 62nd of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Ashish Chaturmohta.
Ranked nearby on 3-year return: Evergreen (+11.88%), Sterling Portfolio- Aggressive Portfolio (+11.87%), Mehta Multi Focus Strategy (MMFS) (+11.86%), Prudent Multicap PMS (+11.79%).
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 | -5.82% |
| 3 Months | -1.33% |
| 1 Year | -0.84% |
| 3 Years | +11.86% |
| 5 Years | +6.70% |
| Since Inception | +13.15% |
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 callGrowth and Value has a 1-year return of -0.84%, a 3-year return of +11.86%, a 5-year return of +6.70% and +13.15% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Growth and Value returned +6.70% against +6.38% for the Nifty 50 TRI, 0.32 percentage points ahead. Over 3 years it returned +11.86% against +6.06%; Over 1 year it returned -0.84% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Growth and Value's 3-year return of +11.86% ranks 62nd as of 30 Sep 2026.
Growth and Value is managed by Ashish Chaturmohta at J M Financial. The strategy manages ₹77.69 Cr of client assets as of 30 Sep 2026.
Growth and Value manages ₹77.69 Cr of client assets as of 30 Sep 2026.
The minimum investment for Growth and Value is ₹50 Lakhs.
Growth and Value was launched on 1 Mar 2005. It has a 21-year track record.
Description
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