Portfolio Management Services (PMS)Compare Schemes
JM-Apex vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
JM-Apex
Prudent Equity Growth Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.10%
−2.67%
6 Months
17.39%
4.01%
1 Year
20.93%
3.88%
3 Years
17.01%
—
5 Years
—
—
Since Inception
19.54%
−1.21%
Fund Age
3 yrs 6 mo
2 yrs 1 mo
AUM
₹615.02 Cr
₹29.71 Cr
Alpha – 1 Year
16.21%
−0.84%
Alpha – 3 Years
4.92%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.36%
22.02%
Volatility – 3 Years
18.51%
—
Beta – 1 Year
1.01
1.16
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.81
0.03
Sharpe Ratio – 3 Years
0.72
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.79%
−15.04%
Recovery Period
45 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 9% · S 73%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 0% / 0%