J M Financial Ltd

Equity · 6 investment approaches

Total AUM

₹917 Cr

Years Active

21.2

AUM Change (3M)

-10.4%

AUM Change (1Y)

-6.3%

Min Investment

₹50L

Schemes

6

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Wealth Builder Equity Enhancer	Equity	₹0 Cr	+4.82%	+8.60%	+35.15%	+14.33%	-
The Opportunistic	Equity	₹8 Cr	-6.81%	+7.27%	+22.59%	+7.43%	0.92
Focus	Equity	₹318 Cr	-8.10%	+0.78%	+15.17%	+14.50%	0.53
India Resurgent	Equity	₹12 Cr	-8.26%	+0.04%	+18.84%	+11.94%	0.71
Growth and Value	Equity	₹78 Cr	-9.09%	-1.41%	+13.92%	+13.06%	0.43
Apex	Equity	₹501 Cr	-9.96%	-2.52%	+13.56%	+12.55%	0.41

Wealth Builder Equity Enhancer

The Opportunistic

India Resurgent

Growth and Value