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J M Financial - India Resurgent Portfolio Series - III
J M Financial - India Resurgent Portfolio Series - III

J M Financial - India Resurgent Portfolio Series - III

  • JM Financial Services
  • Multi Cap AND Flexi Cap
  • 11
    Out of 146*
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PMS Bazaar
Portfolio age11 years, 8 months
6.33%
-0.09%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

BT Tv

PEER ANALYSIS

AUM (₹ Cr)
₹14.04 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category Rank
39 Out of 286
Fixed Fee
2.50%
AUM (₹ Cr)
₹6.63 Cr
Hurdle Rate
6.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 286
Fixed Fee
1.75%
AUM (₹ Cr)
₹7.54 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
2 Out of 286
Fixed Fee
2.00%
AUM (₹ Cr)
₹0.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 286
Fixed Fee
2.50%
AUM (₹ Cr)
₹14.03 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 286
Fixed Fee
No Option
AUM (₹ Cr)
₹33.29 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 286
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

JM Financial Services
JM Financial Services manages assets worth Rs 1681.89 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

1,681.89 (As on Aug, 2026)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹14.04 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
39 Out of 286
Fixed Fee
2.50%
AUM (₹ Cr)
₹10.64 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
53 Out of 286
Fixed Fee
2.50%
AUM (₹ Cr)
₹649.81 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
66 Out of 286
Fixed Fee
2.50%
AUM (₹ Cr)
₹81.48 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
2 Out of 30
Fixed Fee
2.50%
AUM (₹ Cr)
₹324.57 Cr
Hurdle Rate
10.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
158 Out of 286
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of J M Financial - India Resurgent Portfolio Series - III?
The hurdle rate of J M Financial - India Resurgent Portfolio Series - III is 10.00%.
What is the fixed fee charged in J M Financial - India Resurgent Portfolio Series - III ?
The fixed fee charged in J M Financial - India Resurgent Portfolio Series - III is 2.50%.
What is the variable fee charged in J M Financial - India Resurgent Portfolio Series - III ?
The variable fee charged in J M Financial - India Resurgent Portfolio Series - III is 1.00%.
What is the profit sharing in J M Financial - India Resurgent Portfolio Series - III ?
The profit sharing in J M Financial - India Resurgent Portfolio Series - III is 20% Profit Sharing Over 10% Hurdle.
What is the minimum investment in J M Financial - India Resurgent Portfolio Series - III ?
The minimum investment in J M Financial - India Resurgent Portfolio Series - III is ₹50 Lacs
What type of scheme is J M Financial - India Resurgent Portfolio Series - III?
J M Financial - India Resurgent Portfolio Series - III is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of J M Financial - India Resurgent Portfolio Series - III?
The inception date of J M Financial - India Resurgent Portfolio Series - III is Mar 04, 2015.
What is the exit load of J M Financial - India Resurgent Portfolio Series - III?
Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.