Portfolio Management Services (PMS)Compare Schemes
Ionic Allocate Portfolio - Equity vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Ionic Allocate Portfolio - Equity
JM Financial - India Resurgent
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.81%
4.15%
6 Months
3.41%
18.21%
1 Year
8.90%
19.11%
3 Years
—
23.58%
5 Years
—
18.40%
Since Inception
10.39%
13.93%
Fund Age
16 mo
11 yrs 4 mo
AUM
₹54.76 Cr
₹13.37 Cr
Alpha – 1 Year
9.33%
16.13%
Alpha – 3 Years
—
11.69%
Information Ratio – 3 Years
—
1.24
Volatility – 1 Year
14.74%
18.18%
Volatility – 3 Years
—
17.99%
Beta – 1 Year
0.82
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.28
0.75
Sharpe Ratio – 3 Years
—
0.97
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.47%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 27% · M 15% · S 55%
Number of Stocks
28
32
Portfolio P/E
—
41.94
Top 5 Holdings
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
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
1.30% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 0%