Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Jainam Broking Limited |
| Strategy & Product Name | Equity (Equity, Mutual Fund, Others) |
| Benchmark | Nifty 50 TRI |
| Date Of Inception | 15/05/2026 |
| Fund Age | 1 Month |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
| Assets Under Management (AUM) | ₹0.51 CR |
Fund Purpose
The primary objective of the JAINAM VALUE MAXIMA strategy is to deliver sustained long-term capital appreciation while maintaining a modest risk profile. By investing in structurally sound enterprises, the fund aims to unlock multi-year compounding value for its portfolio, anchoring its asset selection to businesses that exhibit strong, measurable earnings momentum and high operating efficiencies across changing economic cycles.
Fund Philosophy
High Priority on Earnings Velocity
The strategy targets companies that demonstrate powerful, accelerating earnings-per-share (EPS) growth, prioritizing clear corporate operational expansions over speculative market narratives.
Blended Value and Growth Entry
The fund uses a balanced value-and-momentum framework, systematically acquiring high-quality compounding businesses when their valuations represent a reasonable entry point relative to their forward earnings potential.
Multi-Product Asset Cushioning
To stabilize portfolio volatility without dragging down long-term performance, the fund actively blends direct equities with institutional mutual funds and liquid financial instruments categorized under "others."
Prudent Downside Risk Mitigation
The investment process maintains a modest risk profile by setting strict concentration caps on individual holdings and avoiding over-leveraged companies, ensuring the strategy remains resilient during market corrections.
Long-Term Value Creation Focus
Rather than chasing high-turnover tactical trends, the approach applies a disciplined buy-and-hold philosophy, allowing the fundamental growth metrics of the chosen underlying businesses to fully reflect in the net asset value.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
JAINAM VALUE MAXIMA
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
JAINAM BROKING LIMITED
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹0.62 | 12.27 | 21.70 | NA | NA | NA | NA | NA | NA | 23.40 |
| Benchmark | NA | -1.14 | 2.89 | NA | NA | NA | NA | NA | NA | 2.43 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Ankit Tikmany
Ankit Tikmany is the Head of Equity and Principal Portfolio Manager at Jainam Broking Limited, where he directs the research frameworks and asset selection for discretionary strategies like JAINAM VALUE MAXIMA. Backed by over a decade of core capital market experience across equity research, institutional advisory, and portfolio strategy, Ankit specializes in spotting fundamental turnaround stories and structural earnings accelerations in the Indian corporate sector. His investment style combines bottom-up forensic balance sheet analysis with a disciplined quantitative screening engine, ensuring that discretionary capital remains focused on fundamentally strong companies while maintaining a strict margin of safety.
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Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
In full alignment with the regulatory baseline established by SEBI for all discretionary Portfolio Management Services (PMS) in India, investors must commit a minimum initial capital amount of ₹5,000,000 (₹50 Lakhs) to join JAINAM VALUE MAXIMA.
The "NA" (Not Available) designation indicates that JAINAM VALUE MAXIMA offers personalized fee configurations. The exact cost architecture—whether structured as a fixed percentage of AUM or an incentive-driven performance split—is finalized directly within the individual client agreement.
JAINAM VALUE MAXIMA limits absolute portfolio drawdowns by implementing strict diversification rules, filtering out companies with weak balance sheets or aggressive debt loads, and strategically keeping a portion of capital in defensive asset products.
The strategy runs a blended equity framework, giving the fund manager the operational flexibility to allocate capital across direct market equities, active equity mutual funds, and other liquid capital market instruments to maximize returns.
The Nifty 50 Total Returns Index (TRI) tracks the equity price movements and cash dividend payouts of India's top 50 blue-chip companies. Since JAINAM VALUE MAXIMA seeks structural compounding with modest risk, this liquid index serves as an accurate baseline to measure its relative alpha generation.
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