PMS

JM Apex PMS’s is a discretionary PMS. APEX has an Investment Philosophy which underscores the three tenets of Discipline, Persistence and Consistency. The essence of its underlying philosophy is to pursue growth opportunities while it manages risk. Apex is an actively managed portfolio with an endeavour for long term capital appreciation & alpha generation. The portfolio is managed in two parts ~65% buy & hold and ~35% opportunistic.

Portfolio Construction

1. Stalwarts: At least 40% Allocation

Index heavy weights with proven track record and favorable long term trend. Core portfolio following a buy and hold strategy, unless long term trend changes

2. Stars: 10%-40% Allocation

Large and Large-midcap stocks with quality management and good earnings track record that are showing positive momentum Attractive from a medium-term point of view.

3. Satellite: 0%-30% Allocation

Fundamentally strong Mid and small cap companies with high earnings growth momentum & attractive risk/reward. Held in portfolio till trend and momentum supportive.

4. Investment Strategy: To construct a portfolio of select quality stocks.

5. Investment Horizon: 3-5 Years.

6. Strategy Suitability: Strategy is suitable for Investors looking for a steady compounding of return by generating Alpha over Benchmark.

7. Risk Tolerance: High.

8. Number of Stocks: Typically 35-45 stocks.

9. Benchmark Index: BSE 500 TRI.

The aforesaid Content/Data/Details are as provided by JM Financial Services Limited (SEBI Registration no - INP000000621). JMFS is a distributor of this product. Please read the Disclosure document and agreement carefully before availing the aforesaid services to get more insight about the services and to understand the nature of investment and the various risk factors mention therein. Also refer the Disclaimer at the end of this presentation. "For existing customer only and not for circulation"

PMS Investment Approaches:

• JM Financial Services Ltd (INP000000621):

  Growth & Value

  Focus

  RP 3

  Apex e

• Abakkus Asset Manager LLP (INP000006457):

  All Cap

  Emerging Opportunities

• ASK Investment Managers Ltd. (INP000000043):

  ASK Indian Entrepreneur Portfolio

• Alchemy Capital Management Pvt. Ltd. (INP 000000365):

  Alchemy High Growth

  RP 3

  Apex e

• White Oak Capital Management Consultants LLP (INP000005865):

  White Oak India Pioneer Equity

• Motilal Oswal Asset Management Co. Ltd. (INP000000670):

  MOSL NTDOP

  MOSL Founders Portfolio

  MOSL Value Migration

  MOSL Focused Midcap Strategy

• ICICI Prudential Asset Management Co Ltd. (INP000000373):

  ICICI Prudential Contra

  ICICI Prudential Growth Leaders

  ICICI Prudential PIPE

• Sundaram Alternate Asset Ltd (INP000006271):

  Sundaram SISOP

  Sundaram SELF

• Ambit Investment Advisors Pvt. Ltd. (INP000005059):

  Ambit Coffee Can

  Ambit Emerging Giants

  Ambit Good & Clean India

• Purnartha Investment Advisers Pvt Ltd. (INP000007021) :

  Alchemy High Growth

  RP 3

  Apex e

• Alchemy Capital Management Pvt. Ltd. (INP 000000365):

  Dynamic Midcap Strategy

• Marcellus Investment Managers Pvt. Ltd. (INP000006183) :

  Marcellus Consistent Compounder

• Emkay Investment Managers Ltd (INP000004458) :

  Marcellus Consistent Compounder

• Marcellus Investment Managers Pvt. Ltd. (INP000006183) :

  Emkay's 12

  Emkay Pearl

• 360 ONE Asset Management Limited (INP000004565):

  360 ONE Multicap PMS

  360 ONE Phoenix Portfolio

• Unifi Capital Pvt. Ltd. (INP000000613) :

  Unifi Blended Rangoli

  Unifi BCAD2: Breakout 20

• Renaissance Investment Managers Pvt Ltd (INP000005455):

  Renaissance Opportunities Portfolio

  Renaissance Mid Cap Portfolio

  Renaissance Indianext Portfolio

Returns are calculated as on 31 October 2023 on TWRR basis. “The performance related information provided herein above is not verified by Securities and Exchange Board of India (“SEBI”)” Please read the Disclosure document and PMS agreement carefully before availing the aforesaid services to get more insight about the services and to understand the nature of investment and the various risk factors mention therein. Also refer the Disclaimer at the end of this presentation. “For existing customer only and not for circulation”