Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
4.15%
6 Months
21.51%
18.21%
1 Year
15.87%
19.11%
3 Years
14.38%
23.58%
5 Years
17.96%
18.40%
Since Inception
16.82%
13.93%
Fund Age
8 yrs 9 mo
11 yrs 4 mo
AUM
₹1,503.25 Cr
₹13.37 Cr
Alpha – 1 Year
11.15%
16.13%
Alpha – 3 Years
2.29%
11.69%
Information Ratio – 3 Years
0.39
1.24
Volatility – 1 Year
27.51%
18.18%
Volatility – 3 Years
22.70%
17.99%
Beta – 1 Year
1.48
0.94
Beta – 3 Years
1.25
1.01
Sharpe Ratio – 1 Year
0.47
0.75
Sharpe Ratio – 3 Years
0.50
0.97
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
−20.05%
Recovery Period
122 days
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 27% · M 15% · S 55%
Number of Stocks
17
32
Portfolio P/E
—
41.94
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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 · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
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%