J M Financial Ltd — PMS strategies

J M Financial Ltd is a SEBI-registered portfolio manager running 9 strategies in our tracker, holding ₹1,613 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 9 strategies from J M Financial Ltd

• Apex₹638 CrAUM17.5%3Y
• Onyx NDPMSHybrid₹328 CrAUM—3Y
• Focus₹325 CrAUM14.7%3Y
• Apex Plus₹169 CrAUM20.5%3Y
• Growth and Value₹85 CrAUM13.1%3Y
• NDPMS₹42 CrAUM11.7%3Y
• India Resurgent₹13 CrAUM23.7%3Y
• The Opportunistic₹10 CrAUM25.2%3Y
• Onyx NDPMS for Accredited InvestorsHybrid₹3 CrAUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.