Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
JM Financial - India Resurgent
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
4.15%
6 Months
9.28%
18.21%
1 Year
4.13%
19.11%
3 Years
7.71%
23.58%
5 Years
8.27%
18.40%
Since Inception
11.49%
13.93%
Fund Age
8 yrs 5 mo
11 yrs 4 mo
AUM
₹123.55 Cr
₹13.37 Cr
Alpha – 1 Year
−0.59%
16.13%
Alpha – 3 Years
−4.38%
11.69%
Information Ratio – 3 Years
-0.33
1.24
Volatility – 1 Year
21.50%
18.18%
Volatility – 3 Years
16.95%
17.99%
Beta – 1 Year
1.12
0.94
Beta – 3 Years
0.97
1.01
Sharpe Ratio – 1 Year
-0.02
0.75
Sharpe Ratio – 3 Years
0.26
0.97
Worst Rolling Year
7.04%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−24.41%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.95%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 38% · S 31%
L 27% · M 15% · S 55%
Number of Stocks
20
32
Portfolio P/E
49.58
41.94
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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%