Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Magadh - Future Stars
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%
3.10%
6 Months
18.21%
4.24%
1 Year
19.11%
17.00%
3 Years
23.58%
21.79%
5 Years
18.40%
20.77%
Since Inception
13.93%
20.65%
Fund Age
11 yrs 4 mo
5 yrs
AUM
₹13.37 Cr
₹88.27 Cr
Alpha – 1 Year
16.13%
12.28%
Alpha – 3 Years
11.69%
9.70%
Information Ratio – 3 Years
1.24
1.38
Volatility – 1 Year
18.18%
20.96%
Volatility – 3 Years
17.99%
18.52%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
1.01
1.04
Sharpe Ratio – 1 Year
0.75
0.60
Sharpe Ratio – 3 Years
0.97
1.04
Worst Rolling Year
—
21.72%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−20.05%
−18.76%
Recovery Period
162 days
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 19% · M 45% · S 35%
Number of Stocks
32
25
Portfolio P/E
41.94
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0.5% / 0% / 0%