Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
4.15%
6 Months
11.19%
18.21%
1 Year
4.47%
19.11%
3 Years
14.82%
23.58%
5 Years
12.64%
18.40%
Since Inception
13.38%
13.93%
Fund Age
19 yrs
11 yrs 4 mo
AUM
₹1,249 Cr
₹13.37 Cr
Alpha – 1 Year
4.82%
16.13%
Alpha – 3 Years
5.82%
11.69%
Information Ratio – 3 Years
0.87
1.24
Volatility – 1 Year
21.24%
18.18%
Volatility – 3 Years
17.51%
17.99%
Beta – 1 Year
1.09
0.94
Beta – 3 Years
1.04
1.01
Sharpe Ratio – 1 Year
0.05
0.75
Sharpe Ratio – 3 Years
0.69
0.97
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−20.05%
Recovery Period
—
162 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 40% · M 40% · S 15%
L 27% · M 15% · S 55%
Number of Stocks
25
32
Portfolio P/E
—
41.94
Top 5 Holdings
—
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 · 31.05%
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%