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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −5.9% | −5.6% | −0.3% |
| 3 Months | −2.5% | −3.6% | +1.1% |
| 6 Months | +13.8% | +8.1% | +5.8% |
| 1 Year | +0.4% | −2.3% | +2.7% |
|---|
| 2 Years | −0.3% | −3.9% | +3.7% |
|---|
| 3 Years (CAGR) | +8.3% | +9.2% | −0.9% |
|---|
| 4 Years (CAGR) | +10.8% | +11.2% | −0.4% |
|---|
| 5 Years (CAGR) | +10.2% | +8.9% | +1.3% |
|---|
| Since launch | +9.5% | +11.7% | −2.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 19.3%
JHP Securities’s story and investment philosophy are on the JHP Securities firm page.
Pankaj Patel
Founder & Managing Director
Leading the group since 1984, Pankaj Patel has 40 years of experience in the field of advisory, broking and investment management. While he is primarily involved in guiding the company with his vision and investment philosophy, he maintains a keen interest in the progress of every vertical.
Ameet Parekh
Chief Investment Officer
With over 25 years of experience in investment research and portfolio management, Ameet Parekh has an impeccable track record at identifying stocks that have outperformed all benchmarks over very long periods of time. In his 20 years with JHP Securities, he has been instrumental in developing the investment philosophy and research capabilities of the company.
Milind Patel
Director
Predominantly contributory in research, management and client relations of the PMS vertical, Milind Patel has over 10 years of experience in investment research and portfolio management. He holds a Master's degree in Finance from Cass Business School, London followed by an experience in a boutique investment management firm.
Saurabh Patel
Director
Instrumental in managing the proprietary investment book at JHP, Saurabh Patel also has an acumen in PMS and broking for HNI in equity markets. Over 13 years of experience along with his PGDBM Finance from Welingkar Institute of Management Development and Research, Mumbai enables Saurabh Patel to propel his areas of expertise.
Vishal Patel
Director & Chief Executive Officer
Backed with over 20 years of experience in the field and qualification of MS in Finance, Vishal Patel's main areas of focus are NBFC, PMS and Broking while he constantly strives to combine expertise and foresight for management, operation and the company.
Kavita Jariwala
Director
With 18 years of experience in the equity market, Kavita Jariwala helms the Ahmedabad branch of JHP. A Chartered Accountant by qualification, she is in charge of business development by way of PMS and broking at her centre along with expertise in management, operations and administration of the branch.
Registration No
INP000004953
Fund Manager
Vishal Ashwin Patel
Principal Officer
Vishal Ashwin Patel
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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