Portfolio Management Services (PMS)Compare Schemes
Accuracap - Pico Power vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Accuracap - Pico Power
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.50%
4.15%
6 Months
20.10%
18.21%
1 Year
15.30%
19.11%
3 Years
16.40%
23.58%
5 Years
14.80%
18.40%
Since Inception
22.20%
13.93%
Fund Age
14 yrs 10 mo
11 yrs 4 mo
AUM
₹454.6 Cr
₹13.37 Cr
Alpha – 1 Year
10.60%
16.13%
Alpha – 3 Years
4.30%
11.69%
Information Ratio – 3 Years
0.46
1.24
Volatility – 1 Year
22.61%
18.18%
Volatility – 3 Years
21.60%
17.99%
Beta – 1 Year
1.12
0.94
Beta – 3 Years
1.17
1.01
Sharpe Ratio – 1 Year
0.50
0.75
Sharpe Ratio – 3 Years
0.56
0.97
Worst Rolling Year
-9.11%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−24.77%
−20.05%
Recovery Period
487 days
162 days
1-Year Rolling Windows Positive
95.79%
—
Median Rolling Year
24.63%
—
5-Year Rolling Windows Positive
99.16%
—
Market-Cap Mix
L 1% · M 29% · S 69%
L 27% · M 15% · S 55%
Number of Stocks
222
32
Portfolio P/E
—
41.94
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 4.54%
GE Vernova T&D India Ltd · 2.49%
Radico Khaitan Ltd · 2.45%
Acutaas Chemicals Ltd · 2.33%
Nippon Life India Asset Management Ltd · 2.25%
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 · 21.12%
Healthcare · 18.20%
Capital Goods · 14.43%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%