Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
JM Financial - India Resurgent
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
4.15%
6 Months
3.36%
18.21%
1 Year
7.71%
19.11%
3 Years
10.42%
23.58%
5 Years
9.09%
18.40%
Since Inception
10.42%
13.93%
Fund Age
16 yrs 11 mo
11 yrs 4 mo
AUM
₹257.93 Cr
₹13.37 Cr
Alpha – 1 Year
0.40%
16.13%
Alpha – 3 Years
2.97%
11.69%
Information Ratio – 3 Years
2.62
1.24
Volatility – 1 Year
1.99%
18.18%
Volatility – 3 Years
1.94%
17.99%
Beta – 1 Year
0.35
0.94
Beta – 3 Years
0.35
1.01
Sharpe Ratio – 1 Year
1.45
0.75
Sharpe Ratio – 3 Years
3.79
0.97
Worst Rolling Year
7.00%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
—
−20.05%
Recovery Period
—
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.56%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 27% · M 15% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
41.94
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%