Wealth Builder Equity Enhancer is an equity portfolio management service (PMS) strategy run by J M Financial Ltd, launched on 2 Nov 2009. It manages ₹0.3 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +8.60% over 1 year, +35.15% over 3 years and +11.72% over 5 years (+14.33% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹0.3 Cr
3-year return
+35.15%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹0.3 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
02/11/2009
Trailing Returns
Trailing returns
Period
Return
1 Month
+4.82%
3 Months
+2.39%
1 Year
+8.60%
3 Years
+35.15%
5 Years
+11.72%
Since Inception
+14.33%
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.
Frequently asked questions about Wealth Builder Equity Enhancer
What are the returns of Wealth Builder Equity Enhancer?
Wealth Builder Equity Enhancer has a 1-year return of +8.60%, a 3-year return of +35.15%, a 5-year return of +11.72% and +14.33% since inception. Past performance is not indicative of future results.
What is the AUM of Wealth Builder Equity Enhancer?
Wealth Builder Equity Enhancer manages ₹0.3 Cr of client assets.
What is the minimum investment for Wealth Builder Equity Enhancer?
The minimum investment for Wealth Builder Equity Enhancer is ₹50 Lakhs.
When was Wealth Builder Equity Enhancer launched?
Wealth Builder Equity Enhancer was launched on 2 Nov 2009. It has a 16-year track record.