Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
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
1.27%
4.15%
6 Months
11.91%
18.21%
1 Year
10.06%
19.11%
3 Years
13.81%
23.58%
5 Years
13.88%
18.40%
Since Inception
20.20%
13.93%
Fund Age
15 yrs 1 mo
11 yrs 4 mo
AUM
₹980.13 Cr
₹13.37 Cr
Alpha – 1 Year
5.36%
16.13%
Alpha – 3 Years
1.71%
11.69%
Information Ratio – 3 Years
0.21
1.24
Volatility – 1 Year
18.76%
18.18%
Volatility – 3 Years
19.39%
17.99%
Beta – 1 Year
0.98
0.94
Beta – 3 Years
1.05
1.01
Sharpe Ratio – 1 Year
0.32
0.75
Sharpe Ratio – 3 Years
0.49
0.97
Worst Rolling Year
-23.74%
—
Value at Worst Rolling Year
₹0.76 Cr
—
Deepest Drawdown
−24.32%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
84.14%
—
Median Rolling Year
24.84%
—
5-Year Rolling Windows Positive
95.08%
—
Market-Cap Mix
L 9% · M 13% · S 73%
L 27% · M 15% · S 55%
Number of Stocks
20
32
Portfolio P/E
22.60
41.94
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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)
0% / 0% / 0%
3% / 2% / 0%