Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
0.53%
6 Months
18.21%
5.22%
1 Year
19.11%
8.94%
3 Years
23.58%
10.33%
5 Years
18.40%
10.77%
Since Inception
13.93%
10.49%
Fund Age
11 yrs 4 mo
9 yrs 9 mo
AUM
₹13.37 Cr
₹67.62 Cr
Alpha – 1 Year
16.13%
−0.44%
Alpha – 3 Years
11.69%
0.76%
Information Ratio – 3 Years
1.24
0.44
Volatility – 1 Year
18.18%
2.31%
Volatility – 3 Years
17.99%
1.38%
Beta – 1 Year
0.94
0.41
Beta – 3 Years
1.01
0.46
Sharpe Ratio – 1 Year
0.75
1.46
Sharpe Ratio – 3 Years
0.97
3.36
Worst Rolling Year
—
9.87%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−20.05%
—
Recovery Period
162 days
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
—
Number of Stocks
32
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%