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JM Financial Services - Fund Manager

Rakesh Parekh

Rakesh Parekh

Mr. Parekh has over 25 years’ experience in equities and portfolio management. He heads the Equity PMS business at JM Financial Services (JMFS). Before joining JMFS, Mr. Parekh was part of the Templeton Emerging Markets Group headed by Dr. J. Mark Mobius. He was responsible for co-managing the portfolio of Templeton India Growth Fund (TIGF) and a private institutional portfolio-OMERS, a Canadian pension fund based out of Mumbai, India. He has gained varied experience across a number of emerging markets, principally India and Israel, during his tenure within Templeton Group. He has also worked with several other large investment organizations both FII’s and DII’s as a research analyst. Mr. Parekh is a qualified Associate of Chartered Insurance Institute (ACII), UK and holds a degree in MBA, Finance from the University of Stirling, UK.

Fund Name
Classification
Fund AUM (Cr.)
JM Financial - Focus
Equity: Multi Cap
336.91
JM Financial - Growth & Value
Equity: Large Cap
101.87
JM Financial - India Resurgent Portfolio Series III
Equity: Mid Cap
11.51
Top Holdings - ConsoloidatedWts(%)
ICICI Bank Ltd6.61%
HDFC Bank Ltd5.79%
Divis Laboratories Ltd5.32%
Pidilite Industries Ltd5.01%
Axis Bank Ltd3.92%
Fund Name1M3M6M1Y3Y5YSince Inception
JM Financial - Focus
5.08%
11.93%
16.11%
25.65%
12.69%
15.79%
16.02%
JM Financial - Growth & Value
5.26%
11.98%
14.25%
23.41%
11.27%
15.16%
13.86%
JM Financial - India Resurgent Portfolio Series III
8.61%
14.38%
24.77%
28.97%
26.62%
18.55%
12.43%
Fund Performance