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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
  • 18
    Out of 118*
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Portfolio age10 years, 9 months
2.48%
4.27%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (6.46%)
Allocation by Market Cap
Small Cap (48.33%)
Mid Cap (17.17%)
Large Cap (28.04%)
Sector Holdings
  • Financial Services19.41%
  • Capital Goods14.03%
  • Healthcare10.55%
  • Metals & Mining9.22%
  • Automobile and Auto Components8.24%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Rakesh Parekh
  • Manager Rank32 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr7.81%
Profile

Mr. Parekh has over 25 years’ experience in equities and portfolio management. He heads the Equity PMS business at JM Financial Services (JMFS). Before joining JMFS, Mr. Parekh was part of the Templeton Emerging Markets Group headed by Dr. J. Mark Mobius. He was responsible for co-managing the portfolio of Templeton India Growth Fund (TIGF) and a private institutional portfolio-OMERS, a Canadian pension fund based out of Mumbai, India. He has gained varied experience across a number of emerging markets, principally India and Israel, during his tenure within Templeton Group. He has also worked with several other large investment organizations both FII’s and DII’s as a research analyst. Mr. Parekh is a qualified Associate of Chartered Insurance Institute (ACII), UK and holds a degree in MBA, Finance from the University of Stirling, UK.

Other Schemes
  • table
  • Grid
Compare
J M Financial - Growth and Value
AUM (₹ Cr)
₹99.43 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
25 Out of 28
Fixed Fee
2.50%
Scheme Return
2.51%
Benchmark Return
4.62%
J M Financial - India Resurgent Portfolio Series - III
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
193 Out of 251
Fixed Fee
2.50%
Scheme Return
2.48%
Benchmark Return
4.27%
J M Financial - Focus
AUM (₹ Cr)
₹355.76 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
200 Out of 251
Fixed Fee
2.50%
Scheme Return
2.36%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Mar 04, 2015
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.00%
Hurdle Rate
10.00%
Profit Sharing
20% Profit Sharing Over 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

This is a broad based portfolio strategy focusing on predominantly mid-cap strategy, with an exposure of around 65% to Mid-Cap stocks. Balance can be invested in large or select small cap, depending on market conditions. The aim is to hold around 20 stocks in the portfolio to provide reasonable diversification. The aim is to focus on bottom up stock picking across the sectors and generate compounding over the longer term.

Investment Approach

The aim of equity strategy will be to predominantly build a portfolio of companies and identify the sectors that could benefit due to resurgent in demand and resultant demand supply imbalance, structural reforms, Government thrust, and companies benefiting out of new products, R&D, and/or related diversification or renewed thrust by the management.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
J M Financial - India Resurgent Portfolio Series - III
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
193 Out of 251
Fixed Fee
2.50%
Scheme Return
2.48%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

JM Financial Services
JM Financial Services manages assets worth Rs 1593.59 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Large Cap schemes.

AUM (₹ cr)

1,593.59 (As on Oct, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
J M Financial -Apex
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
69 Out of 251
Fixed Fee
2.50%
Scheme Return
4.51%
Benchmark Return
4.27%
J M Financial - Growth and Value
AUM (₹ Cr)
₹99.43 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
25 Out of 28
Fixed Fee
2.50%
Scheme Return
2.51%
Benchmark Return
4.62%
J M Financial - India Resurgent Portfolio Series - III
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
193 Out of 251
Fixed Fee
2.50%
Scheme Return
2.48%
Benchmark Return
4.27%
J M Financial - Focus
AUM (₹ Cr)
₹355.76 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
200 Out of 251
Fixed Fee
2.50%
Scheme Return
2.36%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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.

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