Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
4.15%
6 Months
5.61%
18.21%
1 Year
10.19%
19.11%
3 Years
9.70%
23.58%
5 Years
7.80%
18.40%
Since Inception
13.10%
13.93%
Fund Age
14 yrs 11 mo
11 yrs 4 mo
AUM
₹88.88 Cr
₹13.37 Cr
Alpha – 1 Year
10.54%
16.13%
Alpha – 3 Years
0.70%
11.69%
Information Ratio – 3 Years
0.00
1.24
Volatility – 1 Year
15.04%
18.18%
Volatility – 3 Years
14.30%
17.99%
Beta – 1 Year
0.87
0.94
Beta – 3 Years
0.96
1.01
Sharpe Ratio – 1 Year
0.37
0.75
Sharpe Ratio – 3 Years
0.35
0.97
Worst Rolling Year
4.17%
—
Value at Worst Rolling Year
₹1.04 Cr
—
Deepest Drawdown
−20.16%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.53%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
L 27% · M 15% · S 55%
Number of Stocks
37
32
Portfolio P/E
—
41.94
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%