J M Financial Ltd

Equity · 6 investment approaches

Total AUM

₹1.1K Cr

Years Active

21.5

AUM Change (3M)

+3.2%

AUM Change (1Y)

+5.9%

Min Investment

₹50L

Schemes

6

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
The Opportunistic	Equity	₹11 Cr	+5.53%	+29.47%	+26.51%	+10.24%	1.30
India Resurgent	Equity	₹14 Cr	+6.33%	+27.32%	+23.92%	+14.43%	1.18
Apex	Equity	₹650 Cr	+5.10%	+20.93%	+17.01%	+19.54%	0.84
Wealth Builder Equity Enhancer	Equity	₹0 Cr	+4.82%	+8.60%	+35.15%	+14.33%	-
Focus	Equity	₹325 Cr	+2.10%	+7.19%	+14.17%	+15.15%	0.71
Growth and Value	Equity	₹81 Cr	+2.38%	+5.70%	+13.71%	+13.52%	0.63

The Opportunistic

India Resurgent

Wealth Builder Equity Enhancer

Growth and Value