Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
JM Financial - India Resurgent
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.38%
4.15%
6 Months
7.13%
18.21%
1 Year
11.04%
19.11%
3 Years
7.66%
23.58%
5 Years
8.70%
18.40%
Since Inception
14.13%
13.93%
Fund Age
6 yrs 10 mo
11 yrs 4 mo
AUM
₹3.45 Cr
₹13.37 Cr
Alpha – 1 Year
8.06%
16.13%
Alpha – 3 Years
−4.24%
11.69%
Information Ratio – 3 Years
-0.53
1.24
Volatility – 1 Year
15.44%
18.18%
Volatility – 3 Years
15.96%
17.99%
Beta – 1 Year
0.84
0.94
Beta – 3 Years
0.91
1.01
Sharpe Ratio – 1 Year
0.40
0.75
Sharpe Ratio – 3 Years
0.20
0.97
Worst Rolling Year
3.12%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−27.30%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.45%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 36%
L 27% · M 15% · S 55%
Number of Stocks
23
32
Portfolio P/E
34.11
41.94
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
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 · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%