J M Financial Ltd

Equity · 6 investment approaches

Total AUM

₹1.0K Cr

Years Active

21.6

AUM Change (3M)

-2.7%

AUM Change (1Y)

+0.7%

Min Investment

₹50L

Schemes

6

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
The Opportunistic	Equity	₹11 Cr	+0.02%	+27.29%	+27.11%	+10.15%	1.26
India Resurgent	Equity	₹14 Cr	-0.03%	+20.83%	+24.30%	+14.31%	1.15
Apex	Equity	₹654 Cr	-1.99%	+15.30%	+15.83%	+18.41%	0.77
Wealth Builder Equity Enhancer	Equity	₹0 Cr	+4.82%	+8.60%	+35.15%	+14.33%	-
Focus	Equity	₹286 Cr	-4.32%	+2.15%	+12.76%	+14.69%	0.58
Growth and Value	Equity	₹78 Cr	-5.82%	-0.84%	+11.86%	+13.15%	0.47

The Opportunistic

India Resurgent

Wealth Builder Equity Enhancer

Growth and Value