Portfolio Management Services (PMS)Compare Schemes
Edelweiss - Focused Mid & Small Cap vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Edelweiss - Focused Mid & Small Cap
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
3.36%
4.15%
6 Months
18.59%
18.21%
1 Year
13.77%
19.11%
3 Years
9.52%
23.58%
5 Years
8.40%
18.40%
Since Inception
10.24%
13.93%
Fund Age
11 yrs
11 yrs 4 mo
AUM
₹20.83 Cr
₹13.37 Cr
Alpha – 1 Year
14.12%
16.13%
Alpha – 3 Years
0.53%
11.69%
Information Ratio – 3 Years
0.07
1.24
Volatility – 1 Year
22.14%
18.18%
Volatility – 3 Years
20.01%
17.99%
Beta – 1 Year
1.14
0.94
Beta – 3 Years
1.14
1.01
Sharpe Ratio – 1 Year
0.45
0.75
Sharpe Ratio – 3 Years
0.29
0.97
Worst Rolling Year
-15.27%
—
Value at Worst Rolling Year
₹0.85 Cr
—
Deepest Drawdown
−27.52%
−20.05%
Recovery Period
441 days
162 days
1-Year Rolling Windows Positive
76.89%
—
Median Rolling Year
10.76%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 9% · S 77%
L 27% · M 15% · S 55%
Number of Stocks
25
32
Portfolio P/E
29.80
41.94
Top 5 Holdings
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
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 · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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)
3% / 2% / 1%
3% / 2% / 0%