IA Insight Report
IA Insight REPORT

Apex

Investment Approach Details

₹509.42

(AUM CR)
   

J M Financial Ltd

S&P BSE 500 TRI

Equity

Equity

01/02/2023

2.9 Years

5000000

NA

NA

NA

   

The investment objective of APEX strategy will be to achieve capital appreciation through
investing primarily into listed equity shares and equity related instruments/units of the
Exchange Traded Funds (â??ETFsâ??). 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. The focus will be to hold equity shares and / or
equity related instruments of atleast 20 listed companies and/or units of the ETFs in the
Portfolio. The Portfolio Manager may hedge portfolio positions using derivatives at times
and situations like (including but not limited to) turbulent external environments, or ahead
of events, or during periods of heightened volatility in markets, or to avoid capital erosion.
The Portfolio Manager will have a flexibility to build cash in case of return potential being
achieved and where there is a significant chance of a correction, or range bound movement
in the markets to enhance returns. Factors the Portfolio Manager may consider when
choosing a stock for investment in this portfolio could be but not limited to:
ï?· Sustainable Earnings visibility â?? Consistency of returns and quality of profits
ï?· Businesses with strong moats
ï?· Strong operating cash flows
ï?· Sectors capable/witnessing high growth/tailwinds
ï?· High Return on capital employed [ROCE] and Returns on Equity [ROE]
27
ï?· Credible Management Track record
ï?· Valuations in a position to be re-rated along with high growth.
ï?· Whether stock is in investment phase aligned with high-growth market opportunity.
ï?· Strong brands, products, market position.
ï?· Quality management with track record of strong earnings growth.
ï?· Analysing price trend of the security
ï?· Relative strength analysis vs peers, sectors, benchmark
ï?· Technical price chart patterns of the security
ï?· Volumes pattern and Delivery volumes analysis
ï?· Trend line, Support & Resistance
ï?· Fibonacci price retracements, extensions
ï?· Moving averages, price bands
ï?· Technical momentum indicators
ï?· Promoter activity /Company key events/activities
ï?· Market sentiment and breadth analysis

Fund Manager Details

NIRAV GANDHI

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Nirav.Gandhi@jmfl.com

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NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

0.08

2.33