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JM Financial
JM Financial · Portfolio Management Services
Growth and Value is a PMS (Portfolio Management Services) strategy from JM Financial. It has returned -0.80% over 1 year, +11.90% over 3 years, +6.70% over 5 years, as reported by the fund manager. It manages about ₹77.7 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.
Growth and Value has returned -5.80% (1 month), -1.30% (3 months), +8.30% (6 months), -0.80% (1 year), +11.90% (3 years), +6.70% (5 years), +13.20% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Growth and Value is offered by JM Financial, a SEBI-registered portfolio manager.
