JM Financial

Across the strategies PMS Sahi Hai tracks, JM Financial runs flexi cap, large cap, multi cap mandates in a blend style, with ₹431 Cr under watch and a track record stretching back 21 years.

Its strongest three-year run on our shelf is 26.5% 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.