JM-Apex

EQUITY FLEXI CAP

Aims to achieve capital appreciation by investing primarily in listed equity shares, equity-related instruments, and ETFs.

+17.21%

3Y annualised returns

+13.46%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Feb '23

Total AUM

₹576.49Cr

Min. investment

Benchmark

S&P BSE 500 Total Return Index

Min. investment & fees structure

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

AC
Ashish Chaturmohta
Seasoned Market Expert & Chartered Accountant
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About

Qualified Charted Accountant by profession & a seasoned market expert with over sixteen years of experience in Capital markets. Over the years, Ashish has developed a deep understanding of various industries & companies. He possesses a strong ability to identify long-term trends in different asset classes (global equity indices, currency pairs, commodities, gold etc.) and conduct intermarket analysis for identifying trends and reversals. His key strength lies in combining fundamentals along with technical studies which helps in identifying companies with a strong fundamental background and strong technical setup. Ashish has received several awards and maintains a strong media presence.

Experience

Over 16 years of experience in capital markets.

Investment philosophy

Identifying long-term trends across asset classes by combining fundamental and technical analysis.

Awards