JM-Apex

What this strategy is

The investment objective of APEX strategy will be to achieve capital appreciation through investing primarily into listed equity shares, and equity related instruments/ and units of the Exchange Traded Funds ('ETFs'). This strategy will follow flexi cap investing style. The emphasis will be investing in companies based on fundamentals and/or momentum/technical indicators. The aim is to focus on good quality businesses and managements, which demonstrate potential to grow their businesses over the longer term coupled with a variety of momentum and technical parameters. ## Age: 3 Years 4 Months As On: 30 Jun 2026 ## Ashish Chaturmohta ## Fund manager 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. <!-- image --> ## Performance Trend ## NAV Movement <!-- image --> Sector Wts(%) ## Absolute Rolling Return - 1 Year Timeframe <!-- image --> JM-Apex S&P BSE 500 Total Return Index <!-- image --> ## Performance <!-- image --> Powered by Finalyca Risk & Volatility Measures - 1 Year Risk & Volatility Measures - 3 Year`s ## Sector Weights <!-- image --> Jul 30 <!-- image --> ## DISCLAIMER & LIMITATION OF LIABILITY THE SERVICE/INFORMATION IS DERIVED FROM SELECTED PRIVATE AND PUBLIC SOURCES SUCH AS AMC FACTSHEETS/DISCLOSURES. FINALYCA. IN PROVIDING THIS SERVICE/INFORMATION. BELIEVE THAT THE INFORMATION IT USES COMES FROM RELIABLE SOURCES, BUT DO NOT GUARANTEE THE ACCURACY OR COMPLETENESS OF THIS INFORMATION, WHICH IS SUBJECT TO CHANGE WITHOUT NOTICE, AND NOTHING IN THIS SERVICE SHALL BE CONSTRUED AS SUCHA GUARANTEE. WHILE FINALYCA ATTEMPTS TO INCLUDE ACCURATE INFORMATION IN THIS SERVICE. 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