Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.15%
2.10%
6 Months
18.21%
29.13%
1 Year
19.11%
20.96%
3 Years
23.58%
17.22%
5 Years
18.40%
—
Since Inception
13.93%
23.59%
Fund Age
11 yrs 4 mo
3 yrs 7 mo
AUM
₹13.37 Cr
₹147.56 Cr
Alpha – 1 Year
16.13%
16.24%
Alpha – 3 Years
11.69%
5.13%
Information Ratio – 3 Years
1.24
0.33
Volatility – 1 Year
18.18%
30.80%
Volatility – 3 Years
17.99%
25.65%
Beta – 1 Year
0.94
1.54
Beta – 3 Years
1.01
1.41
Sharpe Ratio – 1 Year
0.75
0.58
Sharpe Ratio – 3 Years
0.97
0.54
Worst Rolling Year
—
15.38%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−20.05%
−28.52%
Recovery Period
162 days
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 27% · M 15% · S 55%
L 63% · M 11% · S 17%
Number of Stocks
32
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%