- Manager
- JM Financial
- Service
- Discretionary
- Asset class
- Equity
India Resurgent
+20.83%
1-year return
Benchmark BSE500(TRI) −2.33% · to 30 Sep 2026
JM Financial’s India Resurgent returned 20.83% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500(TRI). It managed ₹13.79 crore across its clients.
Key numbers
- AUM
- ₹13.79 Cr
- Benchmark
- BSE500(TRI)
- Turnover, past year
- 2.03×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500(TRI) | Difference |
|---|---|---|---|
| 1 month | −0.03% | −5.57% | +5.54% |
| 3 months | +10.71% | −3.59% | +14.30% |
| 6 months | +34.91% | +8.07% | +26.84% |
| 1 year | +20.83% | −2.33% | +23.16% |
| 2 years | +10.02% | −3.93% | +13.95% |
| 3 years | +24.30% | +9.20% | +15.10% |
| 4 years | +22.29% | +11.22% | +11.07% |
| 5 years | +17.73% | +8.91% | +8.82% |
| Since inception | +14.31% | +11.24% | +3.07% |
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 equity95.00%₹13.10 Cr
- Cash and other5.00%₹0.69 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.25 Cr
- Net, Sep 2026
- −₹0.25 Cr
- Net, FY to date
- −₹1.58 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 2.03×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has India Resurgent returned?
20.83% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.03%; 3 months: 10.71%; 6 months: 34.91%; 1 year: 20.83%; 2 years: 10.02%; 3 years: 24.30%; 4 years: 22.29%; 5 years: 17.73%; Since inception: 14.31%.
How has it done against its benchmark?
Its benchmark, the BSE500(TRI), returned −2.33% over the year, so the strategy was 23.16 percentage points ahead.
How much does India Resurgent manage?
₹13.79 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 India Resurgent?
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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