Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap 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
−1.86%
4.15%
6 Months
0.50%
18.21%
1 Year
6.34%
19.11%
3 Years
19.74%
23.58%
5 Years
16.62%
18.40%
Since Inception
20.10%
13.93%
Fund Age
6 yrs 1 mo
11 yrs 4 mo
AUM
₹56.91 Cr
₹13.37 Cr
Alpha – 1 Year
1.64%
16.13%
Alpha – 3 Years
7.64%
11.69%
Information Ratio – 3 Years
0.90
1.24
Volatility – 1 Year
16.52%
18.18%
Volatility – 3 Years
17.18%
17.99%
Beta – 1 Year
0.89
0.94
Beta – 3 Years
1.04
1.01
Sharpe Ratio – 1 Year
0.14
0.75
Sharpe Ratio – 3 Years
0.84
0.97
Worst Rolling Year
18.93%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−20.05%
Recovery Period
245 days
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
L 27% · M 15% · S 55%
Number of Stocks
20
32
Portfolio P/E
27.00
41.94
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%