Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Karma Capital Magnolia
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
0.10%
6 Months
18.21%
8.00%
1 Year
19.11%
6.50%
3 Years
23.58%
11.40%
5 Years
18.40%
—
Since Inception
13.93%
13.00%
Fund Age
11 yrs 4 mo
3 yrs 6 mo
AUM
₹13.37 Cr
₹9.42 Cr
Alpha – 1 Year
16.13%
1.80%
Alpha – 3 Years
11.69%
−0.70%
Information Ratio – 3 Years
1.24
-0.20
Volatility – 1 Year
18.18%
21.60%
Volatility – 3 Years
17.99%
16.09%
Beta – 1 Year
0.94
1.19
Beta – 3 Years
1.01
0.99
Sharpe Ratio – 1 Year
0.75
0.17
Sharpe Ratio – 3 Years
0.97
0.37
Worst Rolling Year
—
8.82%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−20.05%
−17.53%
Recovery Period
162 days
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 51% · M 15% · S 33%
Number of Stocks
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%
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0.1% / – / 0%