JM FINANCIAL SERVICES LTD
AUM in Cr : 1,200 Cr
No of Clients : 236
JM Financial Group is one of India’s prominent financial services groups, specialising in providing a spectrum of businesses to corporations, financial institutions, high net-worth individuals and retail investors. Known for diverse businesses such as Investment Banking, Equity, Debt, Commodity Sales and Trading, Wealth Management, Portfolio Management Services, Asset Management, Alternative Asset Management, Financing and Lending and Distressed Asset Management, the JM Financial Group is a significant conglomerate in the financial services space. JM Financial Services is the dedicated brokerage services arm of this Group.
Growth Trend
Flow Trend
Schemes (5)
PMS
|
31 May 2023
|
AUM : 84 Cr
APEX - A LONG-ONLY CONCENTRATED PORTFOLIO STRATEGY THAT WILL INVEST IN SELECT MULTI-CAP STOCKS. MIX WOULD CONCENTRATE ON 80% IN LARGE AND LARGE MID-CAP COMPANIES AND 20% IN SMALLER MID-CAPS COMPANIE
BSE-500 (TRI)
Fund Returns
1M
4.46%
1Y
0%
Benchmark Returns
1M
3.78%
1Y
0
PMS
|
31 May 2023
|
AUM : 303 Cr
FOCUS-A LONG-ONLY CONCENTRATED PORTFOLIO STRATEGY THAT WILL INVEST IN SELECT MULTI-CAP STOCKS. MIX WOULD CONCENTRATE ON 80% IN LARGE AND LARGE MID-CAP COMPANIES AND 20% IN SMALLER MID-CAPS COMPANIES.
BSE-500 (TRI)
Fund Returns
1M
4.72%
1Y
15.53%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 107 Cr
G AND V-TO STRIVE FOR MEDIUM TO LONG-TERM CAPITAL APPRECIATION AND LIMIT DOWNSIDE BY INVESTING IN A BALANCED PORTFOLIO OF STRONG BUSINESSES. PORTFOLIO MIX WOULD CONCENTRATE 80% LARGE-CAP AND 20% MID-CAPS.
BSE-500 (TRI)
Fund Returns
1M
5.58%
1Y
14.41%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 7 Cr
IRP III-THE AIM IS TO FOCUS ON BOTTOM UP STOCK PICKING ACROSS THE SECTORS, WITH EMPHASIS IN THOSE COMPANIES THAT ARE MID-CAP AND SELECT LARGE AND SMALL CAP SHARES (UPTO 35% OF THE PORTFOLIO).
BSE-500 (TRI)
Fund Returns
1M
3.32%
1Y
12.79%
Benchmark Returns
1M
3.78%
1Y
12.85
PMS
|
31 May 2023
|
AUM : 12 Cr
OPPORTUNISTIC-TO PURSUE LONG-TERM GROWTH BY FOLLOWING MULTICAP INVESTING STYLE IN SHARES OF COMPANIES THAT EXHIBIT CHARACTERISTICS THAT ARE CONSISTENT WITH GROWTH OR VALUE STYLE OF INVESTING.
BSE-500 (TRI)
Fund Returns
1M
5.02%
1Y
20.12%
Benchmark Returns
1M
3.78%
1Y
12.85
Contacts
Contact PersonMr. Piyush Khorasia
8286856621
8286856621
Corporate Address7th Floor, Cnergy, Appasaheb Marathe Marg, ,Prabhadevi,,MUMBAI,MUMBAI,MAHARASHTRA,INDIA,400025
Web and Email www.jmfinancialservices.in
piyush.khorasia@jmfl.com
piyush.khorasia@jmfl.com
