Asset Management Company
JM Financial
JM Financial is a SEBI-registered asset manager. PMS Sahi Hai tracks 4 of its 4 PMS strategies, scored on the same basis as every other house.
4 strategies₹449 Cr trackedAvg Nyra 7.5
AUM tracked
₹449 Cr
Strategies
4
4 PMS
Avg Nyra Score
7.5
Best 3Y CAGR
25%
JM Financial - The Opportunistic
Fund managers
About the house
How JM Financial invests
Across the strategies PMS Sahi Hai tracks, JM Financial runs flexi cap, large cap, multi cap mandates in a blend / growth style, with ₹449 Cr under watch and a track record stretching back 21 years.
Its strongest three-year run on our shelf is 25% CAGR on JM Financial - The Opportunistic, net of fees. Every strategy here is graded on the same comparative basis (including returns, risk, manager tenure, fees, concentration, transparency and AUM fit), so JM Financial can be read side by side against any other house on the platform, sales deck excluded.
Categories
Flexi Cap · Large Cap · Multi Cap
Styles
Blend · Growth
Minimums
₹50 L (PMS)
Strategies from JM Financial
JM Financial - India Resurgent
Equity: Flexi Cap · Growth
3Y 21.8% · AUM ₹13 Cr
8.1
Nyra
JM Financial - Focus
Equity: Multi Cap · Growth
3Y 15.4% · AUM ₹341 Cr
7.5
Nyra
JM Financial - Growth and Value
Equity: Large Cap · Growth
3Y 13.7% · AUM ₹85 Cr
7.5
Nyra
JM Financial - The Opportunistic
Equity: Flexi Cap · Blend
3Y 25% · AUM ₹10 Cr
7.0
Nyra