Growth and Value
Growth and Value is a Equity Portfolio Management Service launched by J M Financial Ltd on March 2005. Managed by Ashish Chaturmohta, the fund holds ₹85 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -1.99% (1Y), 13.11% CAGR (3Y), 13.39% since inception. Performance data as of July 2026.
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Growth and Value
J M Financial Ltd
85.14 CR AUM
Growth and Value
J M Financial Ltd
85.14 CR AUM
Nifty 50 TRI
Benchmark
21yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
21yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
ratish varier
Fund Manager
EQUITYStrategies
1OF2
What is this fund's investment objective?
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How has Growth and Value performed?
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1M IA return
0.81%
1M benchmark return
1.67%
Alpha
-0.86%
1M Wealth multiple
1.01x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
0.81%
1M benchmark return
1.67%
Alpha
-0.86%
1M Wealth multiple
1.01x
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