Expert-managed portfolios tailored to your financial goals.
We focus on businesses with strong balance sheets and durable competitive advantages that enable long-term earnings compounding. Key criteria include high-quality, trustworthy management, evidenced by robust returns, consistent free cash flow, and strateg
Rakesh Parekh is the Managing Director and Co-Head of PMS at JM Financial, with over 30 years of experience in equities ... Rakesh Parekh is the Managing Director and Co-Head of PMS at JM Financial, with over 30 years of experience in equities and portfolio management. He previously co-managed the Templeton India Growth Fund and holds an MBA in Finance from the University of Stirling, UK. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 3.19% | -0.51% | 3.7% |
| 3 Months | -1.76% | -3.8% | 2.04% |
| 6 Months | 1.09% | 3.36% | -2.27% |
| 1 Year | 17.03% | 15.07% | 1.96% |
| 2 Year | 10.06% | 8.29% | 1.77% |
| 3 Year | 17.15% | 14.64% | 2.51% |
| 5 Year | 11.53% | 12.95% | -1.42% |
| Since Inception | 13.63% | 13.88% | -0.25% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.93% | 3.19% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.04% | -0.51% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.11% | 3.7% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.27% | -9.12% | 7.91% | 1.05% | 4.06% | 5.01% | -1.32% | -1.55% | 0.38% | 2.51% | 0% | -1.92% |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | 1.92% | -0.28% |
| Alpha | -6.82% | -3.33% | 1.6% | -2.43% | 2.14% | 1.64% | 1.45% | -0.34% | -0.39% | -2.11% | -1.92% | -1.64% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 8.17% | 4.54% | 4.19% | 2.23% | 2.23% | 2.08% | -8.27% | 1.72% | 3.43% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | 6.93% | 4.51% | -2.58% | -1.77% | 0.87% | -0.2% | -2.15% | 1.98% | 5.45% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 86 | 88.2 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 111.5 | 101.6 | 106.3 | 109.1 | 108.3 | 112.6 | 107.5 | 104.5 | 101.1 | 99.4 | 96.1 | 88.9 |
| 2024 | -- | -- | -- | 113.1 | 117.1 | 121.7 | 122.3 | 123.9 | 124.6 | 114 | 115.8 | 120.4 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
