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JM Financial
JM Financial · Portfolio Management Services
Apex is a PMS (Portfolio Management Services) strategy from JM Financial. It has returned +15.30% over 1 year, +15.80% over 3 years, as reported by the fund manager. It manages about ₹654 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Apex has returned -2.00% (1 month), +3.30% (3 months), +27.80% (6 months), +15.30% (1 year), +15.80% (3 years), +18.40% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Apex is offered by JM Financial, a SEBI-registered portfolio manager.
