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JM Financial Services
JM Financial Services

JM Financial Services

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AUM ₹ 1,601.63 Cr (As on Feb, 2025)
No. of schemes 4
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About JM Financial Services

JM Financial Services manages assets worth Rs 1601.63 crores. Its current offering of PMS schemes includes 1 Multi Cap, 1 Large Cap and 2 Flexicap schemes.

Portfolio MANAGERS

Rakesh Parekh
Rakesh Parekh
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +8.13 %
Profile

Mr. Parekh has over 25 years’ experience in equities and portfolio management. He heads the Equity PMS business at JM Financial Services (JMFS). Before joining JMFS, Mr. Parekh was part of the Templeton Emerging Markets Group headed by Dr. J. Mark Mobius. He was responsible for co-managing the portfolio of Templeton India Growth Fund (TIGF) and a private institutional portfolio-OMERS, a Canadian pension fund based out of Mumbai, India. He has gained varied experience across a number of emerging markets, principally India and Israel, during his tenure within Templeton Group. He has also worked with several other large investment organizations both FII’s and DII’s as a research analyst. Mr. Parekh is a qualified Associate of Chartered Insurance Institute (ACII), UK and holds a degree in MBA, Finance from the University of Stirling, UK.

Amish Kanani
Amish Kanani
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +8.13 %
Profile

Mr. Kanani has more than 25 year’s experiences in portfolio management and research. He is a Director in the PMS division at JM Financial (JMFL) and is responsible for managing IRP III series portfolios. Prior to managing portfolios independently, he has tracked various sectors as buy side analyst including pharmaceuticals, IT services, oil and gas, real estate and capital goods & infra sectors. His wide expertise in understanding monetary and fiscal policies in the context of economic cycle and understanding thrust of Government policies is valuable in devising top down macro calls for the portfolios. Before joining JMFS, Amish had work with CRISIL Research and Kotak AMC focusing on credit and industry research. Mr. Kanani is a qualified Chartered Accountant and Grad CWA.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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J M Financial - Focus
AUM (₹ Cr)
312.02
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
84 Out of 171
Fixed Fee
2.50%
J M Financial - Growth and Value
AUM (₹ Cr)
101.61
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
23 Out of 25
Fixed Fee
2.50%
J M Financial - India Resurgent Portfolio Series - III
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
41 Out of 62
Fixed Fee
2.50%
J M Financial -Apex
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
FLEXICAP
Category Rank
44 Out of 62
Fixed Fee
2.50%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
J M Financial - Focus
84Out of 4
-9.03%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
312.02
10.00%
2.50%
J M Financial - Growth and Value
23Out of 4
-9.12%
Nifty 50 TRI
0.45%
Nifty 50 TRI
101.61
10.00%
2.50%
J M Financial - India Resurgent Portfolio Series - III
41Out of 4
-9.55%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10.00%
2.50%
J M Financial -Apex
44Out of 4
-9.72%
S&P BSE 500 TRI
-3.43%
S&P BSE 500 TRI
0.00
10%
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by JM Financial Services ?
The total AUM managed by JM Financial Services is ₹1601.63 crores
What is the total number of schemes managed by JM Financial Services ?
The total number of schemes managed by JM Financial Services is 4
What is the best performing PMS scheme of JM Financial Services in 1 year ?
The best performing PMS scheme of JM Financial Services in 1 year is J M Financial - India Resurgent Portfolio Series - III.
What is the best performing PMS scheme of JM Financial Services in 3 years?
The best performing PMS scheme of JM Financial Services in 3 years is J M Financial - India Resurgent Portfolio Series - III
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