Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
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
0.47%
4.15%
6 Months
−2.07%
18.21%
1 Year
−0.17%
19.11%
3 Years
9.32%
23.58%
5 Years
7.90%
18.40%
Since Inception
11.39%
13.93%
Fund Age
7 yrs 6 mo
11 yrs 4 mo
AUM
₹2.61 Cr
₹13.37 Cr
Alpha – 1 Year
0.18%
16.13%
Alpha – 3 Years
0.32%
11.69%
Information Ratio – 3 Years
0.24
1.24
Volatility – 1 Year
16.91%
18.18%
Volatility – 3 Years
14.31%
17.99%
Beta – 1 Year
1.05
0.94
Beta – 3 Years
1.01
1.01
Sharpe Ratio – 1 Year
-0.24
0.75
Sharpe Ratio – 3 Years
0.31
0.97
Worst Rolling Year
7.30%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−17.23%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.22%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 27% · M 15% · S 55%
Number of Stocks
26
32
Portfolio P/E
24.76
41.94
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%