JM Financial - India Resurgent Portfolio Series III
EQUITY FLEXI CAP
A broad-based, predominantly mid-cap portfolio strategy aiming to generate compounding over the longer term.
+22.30%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
04 Mar '15
Total AUM
₹18.20Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.9%
Cash0.1%
Equity market cap split
Small Cap48.3%
Large Cap28.0%
Mid Cap17.2%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
AKAmish KananiAssociate Director, Jm FinancialView details
AK
Amish Kanani
Associate Director, Jm Financial
View details
About
Amish Kanani is the Associate Director of Jm Financial. Jm Financial is a Financial Services company and has headquarters in Mumbai,maharashtra,india. Jm Financial has 1644 employees. It was founded in 1973. Jm Financial specialises in mutual funds, asset management, personal finance management. Jmfl.com is a public company.
PMS house
JM Financial Services
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