APMI

Focus

Investment Approach Details

₹345.44

(AUM CR)

PMS Provider Name

J M Financial Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

15/10/2012

Age

12.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The objective of the Investment Approach is to generate capital
appreciation by following Multi-Cap portfolio investment strategy, where
the Portfolio Manager will focus on investing in listed equity shares of
Indian companies and equity related instruments/units of the Exchange
Traded Funds (â??ETFsâ??). The emphasis will be investing in those companies
that are predominantly large, larger mid-cap shares and some beaten down
shares which may be smaller in nature perceived to be â??under-valuedâ?? from
the point of view of their longer-term growth prospects and potential. The
aim is to focus on good quality businesses and managements, which
demonstrate potential to grow their businesses over the longer term. The
focus will be to hold equity shares of atleast 15listed companies and/or units
of the ETFs in the Portfolio. Factors the Portfolio Manager may consider
when choosing a stock for investment in this portfolio could be:
ï?· Sustainable Earnings visibility â?? Consistency of returns and quality of profits
ï?· Businesses with strong moats
ï?· Strong operating cash flows
ï?· Sectors capable of high growth
ï?· High Return on capital employed [ROCE] and Returns on Equity [ROE]
ï?· Credible Management Track record
ï?· Stocks capable of high earnings growth and compounding including through
competitive advantages in terms of pricing/ cost/ technology used
ï?· Evidence of growing market share gains and new business penetration
ï?· Valuations in a position to be strongly re-rated along with high growth.
ï?· Whether stock is in investment phase aligned with high-growth market
opportunity.
ï?· Contra / Special situations.
ï?· Capability of revival. Stock price down substantially from 52 week / All time
highs
ï?· Strong brands, products, market position.
22
ï?· Quality management with track record of strong earnings growth.

Fund Manager Details


NIRAV GANDHI
Work Exp. NA
Email ID Nirav.Gandhi@jmfl.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.14

1 Year Turnover

2.00