J M Financial Ltd
Equity · 9 investment approaches
Total AUM
₹1.1K Cr
Years Active
21.0
AUM Change (3M)
+8.7%
AUM Change (1Y)
+25.8%
Min Investment
₹50L
Schemes
9
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
The Opportunistic | Equity | ₹11 Cr | +5.03% | +24.42% | +25.32% | +8.37% | — |
India Resurgent | Equity | ₹16 Cr | +1.53% | +18.78% | +21.86% | +12.92% | — |
Focus | Equity | ₹347 Cr | +3.67% | +18.34% | +18.15% | +15.33% | 0.82 |
Apex | Equity | ₹570 Cr | +0.59% | +17.22% | +17.65% | +16.83% | 0.76 |
Growth and Value | Equity | ₹88 Cr | +3.19% | +17.03% | +17.15% | +13.63% | — |
Wealth Builder Equity Enhancer | Equity | ₹0 Cr | +4.82% | +8.60% | +35.15% | +14.33% | — |
India Resurgent III | Equity | ₹16 Cr | -2.58% | +5.82% | +21.13% | +12.86% | 1.00 |
The Opportunistic Equity Portfolio | Equity | ₹11 Cr | -0.97% | +4.16% | +22.83% | +7.84% | 1.09 |
Growth & Value | Equity | ₹86 Cr | -2.93% | +3.06% | +15.83% | +13.51% | 0.68 |