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 seven pillars as every other house.
4 strategies₹20 Cr trackedAvg Nyra 8.5
AUM tracked
₹20 Cr
Strategies
4
4 PMS
Avg Nyra Score
8.5
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 / value style, with ₹20 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 seven pillars — 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 · Value
Minimums
₹50 L (PMS)
Strategies from JM Financial
JM Financial - India Resurgent
Equity: Flexi Cap · Growth
3Y 21.8% · AUM ₹6 Cr
8.8
Nyra
JM Financial - The Opportunistic
Equity: Flexi Cap · Blend
3Y 25% · AUM ₹9 Cr
8.5
Nyra
JM Financial - Focus
Equity: Multi Cap · Growth
3Y 15.4% · AUM ₹1 Cr
8.5
Nyra
JM Financial - Growth and Value
Equity: Large Cap · Value
3Y 13.9% · AUM ₹4 Cr
8.3
Nyra