J M Financial Ltd • Equity
The Opportunistic is an equity portfolio management service (PMS) strategy run by J M Financial Ltd, launched on 4 May 2017. As of 30 Sep 2026, it manages ₹10.65 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +27.29% over 1 year, +27.11% over 3 years and +17.85% over 5 years (+10.15% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 17.91 percentage points ahead of its benchmark. Its 3-year return ranks 4th 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: Kriis Multicap Fund Strategy (+32.28%), AAA Couture PMS (+27.15%), InCred Focused Healthcare Equity (+26.57%), ValueQuest Vision (+26.20%).
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 | +0.02% |
| 3 Months | +8.35% |
| 1 Year | +27.29% |
| 3 Years | +27.11% |
| 5 Years | +17.85% |
| Since Inception | +10.15% |
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 callThe Opportunistic has a 1-year return of +27.29%, a 3-year return of +27.11%, a 5-year return of +17.85% and +10.15% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, The Opportunistic returned +17.85% against +8.91% for the BSE 500 TRI, 8.94 percentage points ahead. Over 3 years it returned +27.11% against +9.20%; Over 1 year it returned +27.29% 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, The Opportunistic's 3-year return of +27.11% ranks 4th as of 30 Sep 2026.
The Opportunistic is managed by Ashish Chaturmohta at J M Financial. The strategy manages ₹10.65 Cr of client assets as of 30 Sep 2026.
The Opportunistic manages ₹10.65 Cr of client assets as of 30 Sep 2026.
The minimum investment for The Opportunistic is ₹50 Lakhs.
The Opportunistic was launched on 4 May 2017. It has a 9-year track record.
Description
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