J M Financial Ltd — PMS strategies
J M Financial Ltd is a SEBI-registered portfolio manager running 9 strategies in our tracker, holding ₹1,634 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Sep 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₹654 CrAUM15.8%3Y
- Onyx NDPMSHybrid₹347 CrAUM—3Y
- Focus₹286 CrAUM12.8%3Y
- Apex Plus₹198 CrAUM18.3%3Y
- Growth and Value₹78 CrAUM11.9%3Y
- NDPMS₹42 CrAUM9.7%3Y
- India Resurgent₹14 CrAUM24.3%3Y
- The Opportunistic₹11 CrAUM27.1%3Y
- Onyx NDPMS for Accredited InvestorsHybrid₹4 CrAUM—3Y
Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Sep 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.