- Manager
- JM Financial
- Service
- Discretionary
- Asset class
- Equity
Focus
+2.15%
1-year return
Benchmark BSE500(TRI) −2.33% · to 30 Sep 2026
JM Financial’s Focus returned 2.15% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500(TRI). It managed ₹286 crore across its clients.
Key numbers
- AUM
- ₹286 Cr
- Benchmark
- BSE500(TRI)
- Turnover, past year
- 2.05×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500(TRI) | Difference |
|---|---|---|---|
| 1 month | −4.32% | −5.57% | +1.25% |
| 3 months | −1.31% | −3.59% | +2.28% |
| 6 months | +9.53% | +8.07% | +1.46% |
| 1 year | +2.15% | −2.33% | +4.48% |
| 2 years | −1.49% | −3.93% | +2.44% |
| 3 years | +12.76% | +9.20% | +3.56% |
| 4 years | +13.26% | +11.22% | +2.04% |
| 5 years | +8.02% | +8.91% | −0.89% |
| Since inception | +14.69% | +13.30% | +1.39% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.15%₹275 Cr
- Cash and other2.14%₹6.11 Cr
- Mutual funds1.71%₹4.89 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹25.16 Cr
- Net, Sep 2026
- −₹25.16 Cr
- Net, FY to date
- −₹63.96 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 2.05×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Focus returned?
2.15% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.32%; 3 months: −1.31%; 6 months: 9.53%; 1 year: 2.15%; 2 years: −1.49%; 3 years: 12.76%; 4 years: 13.26%; 5 years: 8.02%; Since inception: 14.69%.
How has it done against its benchmark?
Its benchmark, the BSE500(TRI), returned −2.33% over the year, so the strategy was 4.48 percentage points ahead.
How much does Focus manage?
₹286 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Focus?
JM Financial, a SEBI-registered portfolio manager (INP000008455), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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