Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
18.21%
2.04%
1 Year
19.11%
13.04%
3 Years
23.58%
15.74%
5 Years
18.40%
14.15%
Since Inception
13.93%
15.13%
Fund Age
11 yrs 4 mo
14 yrs 1 mo
AUM
₹13.37 Cr
₹850.7 Cr
Alpha – 1 Year
16.13%
13.39%
Alpha – 3 Years
11.69%
6.74%
Information Ratio – 3 Years
1.24
1.02
Volatility – 1 Year
18.18%
18.01%
Volatility – 3 Years
17.99%
15.42%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
1.01
0.99
Sharpe Ratio – 1 Year
0.75
0.48
Sharpe Ratio – 3 Years
0.97
0.76
Worst Rolling Year
—
-19.06%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−20.05%
−15.54%
Recovery Period
162 days
227 days
1-Year Rolling Windows Positive
—
83.40%
Median Rolling Year
—
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 27% · M 15% · S 55%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%