Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Ksema - Alpha
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%
1.08%
6 Months
18.21%
1.74%
1 Year
19.11%
10.49%
3 Years
23.58%
12.80%
5 Years
18.40%
12.91%
Since Inception
13.93%
15.37%
Fund Age
11 yrs 4 mo
7 yrs 7 mo
AUM
₹13.37 Cr
₹15.96 Cr
Alpha – 1 Year
16.13%
10.84%
Alpha – 3 Years
11.69%
3.80%
Information Ratio – 3 Years
1.24
0.47
Volatility – 1 Year
18.18%
19.22%
Volatility – 3 Years
17.99%
17.53%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
1.01
1.15
Sharpe Ratio – 1 Year
0.75
0.34
Sharpe Ratio – 3 Years
0.97
0.48
Worst Rolling Year
—
12.46%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−20.05%
−19.38%
Recovery Period
162 days
275 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 64% · M 15% · S 21%
Number of Stocks
32
38
Portfolio P/E
41.94
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%