PMSAIFGet AccreditedStock Holding Movement

Apex

Apex is a Equity Portfolio Management Service launched by J M Financial Ltd on February 2023. Managed by Ashish Chaturmohta, the fund holds ₹638 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 9.38% (1Y), 17.48% CAGR (3Y), 18.76% since inception. Performance data as of July 2026.

›Fund Details
Learn

Apex

J M Financial Ltd

638.11 CR AUM

Apex

Apex

J M Financial Ltd

638.11 CR AUM

BSE 500 TRI
Benchmark
3yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 5mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

ashish chaturmohta

Fund Manager
EQUITYStrategies

Qualified Charted Accountant by profession & a seasoned market expert with over sixteen years of experience in Capital markets. Over the years, Ashish has developed a deep understanding of various industries & companies. He possesses a strong ability to identify long-term trends in different asset classes (global equity indices, currency pairs, commodities, gold etc.) and conduct intermarket analysis for identifying trends and reversals. His key strength lies in combining fundamentals along with technical studies which helps in identifying companies with a strong fundamental background and strong technical setup. Ashish has received several awards and maintains a strong media presence.

Qualified Charted Accountant by profession & a seasoned market expert with over sixteen years of experience in Capital markets. Over the years, Ashish has developed a deep understanding of various industries & companies. He possesses a strong ability to identify long-term trends in different asset classes (global equity indices, currency pairs, commodities, gold etc.) and conduct intermarket analysis for identifying trends and reversals. His key strength lies in combining fundamentals along with technical studies which helps in identifying companies with a strong fundamental background and strong technical setup. Ashish has received several awards and maintains a strong media presence.
Fund manager

ratish varier

Fund Manager
EQUITYStrategies
1OF2

What is this fund's investment objective?

null

How has Apex performed?

Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
3.60%
1M benchmark return
1.73%
Alpha
1.87%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
Loading

Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
3.60%
1M benchmark return
1.73%
Alpha
1.87%
1M Wealth multiple
1.04x

Similar Investment Approaches

Enam India Equity Portfolio
Enam India Equity Portfolio
Enam Asset Management Company Private Limited
₹21,708.57 Cr
EQ
Q India Value Equity Strategy - Constrained V
Q India Value Equity Strategy - Constrained V
Quantum Advisors Private Limited
₹15,673.55 Cr
EQ
Customised Discretionary Portfolio - Equity
Customised Discretionary Portfolio - Equity
360 One Asset Management Limited
₹14,727.93 Cr
EQ
ICICI Prudential PMS Contra Strategy
Icici Prudential Pms Contra Strategy
Icici Prudential Asset Management Company Ltd
₹13,837.43 Cr
EQ
ValueQuest Alpha
Valuequest Alpha
Valuequest Investment Advisors Pvt. Ltd.
₹11,991.76 Cr
EQ