Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Karma - Wealth Builder
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%
4.30%
6 Months
18.21%
9.50%
1 Year
19.11%
10.30%
3 Years
23.58%
13.40%
5 Years
18.40%
13.85%
Since Inception
13.93%
12.90%
Fund Age
11 yrs 4 mo
19 yrs 8 mo
AUM
₹13.37 Cr
₹295.65 Cr
Alpha – 1 Year
16.13%
5.60%
Alpha – 3 Years
11.69%
1.30%
Information Ratio – 3 Years
1.24
0.46
Volatility – 1 Year
18.18%
20.18%
Volatility – 3 Years
17.99%
17.30%
Beta – 1 Year
0.94
1.09
Beta – 3 Years
1.01
1.05
Sharpe Ratio – 1 Year
0.75
0.32
Sharpe Ratio – 3 Years
0.97
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−20.05%
−12.92%
Recovery Period
162 days
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 27% · M 15% · S 55%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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)
3% / 2% / 0%
1% / – / –